सर्वोत्तम Focused फंड
High-conviction portfolios capped at ~30 stocks. Concentrated bets.
डेटा अपडेट · 28 डायरेक्ट-ग्रोथ फंड, 0–100 Smart Score ने रँक केलेले
खालील इंटरॲक्टिव्ह टेबल इंग्रजीत आहे — आकडे आणि फंडांची नावे दोन्ही भाषांत सारखीच.
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Focused HDFC | 91 | Strong Buy | 0.5% | 16.9% | 19.4% | 0.92 | 1.25 | 12.9 | 4.7 | 0.78 | 5★ | 22.6 | 0.78% | ₹27.3k Cr | 13.6y | |
| Invesco India Focused Invesco | 81 | Strong Buy | -0.5% | 21.9% | 16.6% | 0.92 | 1.38 | 17.6 | 6.8 | 1.01 | 5★ | 36.6 | 0.76% | ₹5.7k Cr | 5.8y | |
| ICICI Pru Focused Equity ICICI Pru | 80 | Strong Buy | 2.9% | 18.3% | 17.5% | 0.89 | 1.25 | 15.3 | 5.0 | 0.94 | 5★ | 19.4 | 1.23% | ₹17.0k Cr | 13.6y | |
| SBI Focused SBI | 80 | Strong Buy | 12.5% | 16.3% | 13.8% | 0.87 | 1.08 | 14.1 | 4.7 | 0.82 | 5★ | 24.0 | 1.00% | ₹47.3k Cr | 13.6y | |
| MahIndra Manulife Focused Mahindra Manulife | 77 | Buy | 0.4% | 15.8% | 16.0% | 0.87 | 0.93 | 14.7 | 4.6 | 0.89 | 5★ | 18.4 | 0.60% | ₹2.2k Cr | 5.7y | |
| Kotak Focused Kotak | 75 | Buy | 7.3% | 15.8% | 14.1% | 0.76 | 0.91 | 14.6 | 2.7 | 0.91 | 4★ | 29.1 | 0.70% | ₹4.3k Cr | 7.0y | |
| ITI Focused ITI | 70 | Buy | 7.2% | 18.9% | — | 0.83 | 1.06 | 16.4 | 4.5 | 0.99 | 5★ | 31.9 | 0.89% | ₹597 Cr | 3.1y | |
| ABSL Focused Gr Dir Aditya Birla Sun Life | 60 | Hold | 2.6% | 13.8% | 12.6% | 0.68 | 1.01 | 14.2 | 1.6 | 0.88 | — | — | 1.05% | ₹7.7k Cr | 13.6y | |
| Canara Robeco Focused Canara Robeco | 57 | Hold | -2.0% | 13.6% | 13.6% | 0.63 | 0.73 | 14.6 | 0.9 | 0.90 | 4★ | 31.4 | 0.76% | ₹2.8k Cr | 5.2y | |
| Bandhan Focused Bandhan | 56 | Hold | -1.8% | 14.8% | 13.0% | 0.69 | 0.78 | 16.7 | 2.6 | 0.97 | 4★ | 18.3 | 1.07% | ₹2.1k Cr | 13.6y | |
| HSBC Focused HSBC | 54 | Hold | 4.0% | 14.3% | 13.9% | 0.65 | 0.70 | 16.9 | 1.6 | 1.02 | 4★ | 30.6 | 1.06% | ₹1.7k Cr | 6.0y | |
| DSP Focused DSP | 53 | Hold | -0.7% | 14.8% | 11.6% | 0.68 | 0.78 | 15.6 | 1.9 | 0.94 | 3★ | 21.8 | 1.02% | ₹2.6k Cr | 13.6y | |
| Quant Focused Gr Quant | 53 | Hold | 8.3% | 14.7% | 14.4% | 0.68 | 0.70 | 19.8 | 2.6 | 1.18 | 4★ | 41.2 | 1.61% | ₹843 Cr | 13.6y | |
| JM Focused JM | 49 | Hold | 1.4% | 14.2% | 14.5% | 0.62 | 0.65 | 17.1 | 1.1 | 1.03 | 3★ | 25.3 | 1.22% | ₹284 Cr | 13.6y | |
| Edelweiss Focused Edelweiss | 49 | Hold | 0.1% | 13.5% | — | 0.48 | 0.66 | 14.8 | 0.6 | 1.00 | 4★ | 27.5 | 0.79% | ₹1.0k Cr | 4.0y | |
| 360 One Focused 360 ONE | 45 | Hold | 0.3% | 12.3% | 12.7% | 0.39 | 0.52 | 15.0 | -0.9 | 1.01 | 4★ | 28.9 | 1.28% | ₹6.6k Cr | 11.7y | |
| Old Bridge Focused Old Bridge | 43 | Avoid | 8.1% | — | — | 0.33 | 0.45 | 16.4 | 3.0 | 0.97 | — | 12.7 | 1.12% | ₹3.7k Cr | 2.5y | |
| Tata Focused Tata | 42 | Avoid | 0.0% | 11.9% | 12.3% | 0.37 | 0.50 | 14.6 | -1.1 | 0.98 | — | — | 0.86% | ₹1.8k Cr | 6.6y | |
| UTI Focused UTI | 39 | Avoid | -2.0% | 11.0% | — | 0.34 | 0.47 | 13.3 | -1.3 | 0.89 | 2★ | 28.4 | 0.90% | ₹2.4k Cr | 4.9y | |
| Nippon India Focused Nippon India | 38 | Avoid | -2.1% | 11.1% | 12.1% | 0.35 | 0.48 | 13.4 | -1.2 | 0.89 | 3★ | 24.9 | 1.43% | ₹8.5k Cr | 13.6y | |
| Union Focused Union | 34 | Avoid | 7.4% | 12.1% | 11.5% | 0.38 | 0.52 | 14.8 | -0.8 | 0.98 | 3★ | 34.3 | 1.61% | ₹440 Cr | 7.0y | |
| Motilal Oswal Focused Motilal Oswal | 33 | Avoid | 10.7% | 12.2% | 10.4% | 0.35 | 0.47 | 16.8 | -1.0 | 1.02 | 3★ | 47.0 | 1.00% | ₹1.6k Cr | 13.2y | |
| FranklIn India Focused Equity Franklin | 32 | Avoid | -7.7% | 9.3% | 11.3% | 0.22 | 0.30 | 13.1 | -3.0 | 0.88 | 3★ | 25.2 | 1.12% | ₹11.4k Cr | 13.6y | |
| Sundaram Focused Sundaram | 25 | Avoid | 0.6% | 10.6% | 11.0% | 0.57 | 0.76 | 20.3 | -9.5 | 0.98 | 4★ | 29.6 | 1.36% | ₹1.1k Cr | 13.6y | |
| Mirae Asset Focused Mirae Asset | 23 | Avoid | -7.4% | 7.2% | 7.4% | 0.06 | 0.08 | 13.5 | -5.0 | 0.88 | 1★ | 29.2 | 0.93% | ₹6.6k Cr | 7.2y | |
| Axis Focused Axis | 22 | Avoid | -3.4% | 8.9% | 6.0% | 0.19 | 0.26 | 13.5 | -3.9 | 0.88 | 2★ | 32.1 | 1.16% | ₹11.0k Cr | 13.6y | |
| Baroda BNP Paribas Focused Baroda BNP Paribas | 17 | Avoid | -5.0% | 10.2% | — | 0.22 | 0.29 | 16.0 | -3.4 | 1.05 | 2★ | 25.8 | 1.32% | ₹648 Cr | 8.8y | |
| LIC MF Focused LIC | 14 | Avoid | -1.9% | 9.3% | 10.5% | 0.18 | 0.25 | 15.4 | -3.3 | 0.96 | 2★ | — | — | ₹171 Cr | 8.7y |
Focused — झटपट उत्तरे
›सध्या सर्वोत्तम Focused म्युच्युअल फंड कोणता आहे?
HDFC Focused सध्या 28 Focused फंडांमध्ये #1 आहे — FundLens Smart Score 91/100 (Strong Buy). 3 वर्षांचा रिटर्न 16.9%, 5 वर्षांचा 19.4%, एक्स्पेन्स रेशो 0.78% (डायरेक्ट प्लॅन). रँकिंग 24 Jul 2026 च्या डेटावर आधारित.
›कोणत्या Focused फंडाचा रिस्क-ॲडजस्टेड रिटर्न सर्वोत्तम आहे?
सॉर्टिनो रेशोनुसार Invesco India Focused कॅटेगरीत सर्वात पुढे — 1.38 (शार्प 0.92). म्हणजे घसरणीच्या प्रत्येक युनिट रिस्कवर सर्वाधिक रिटर्न.
›सर्वात कमी एक्स्पेन्स रेशो असलेला Focused फंड कोणता?
MahIndra Manulife Focused — वार्षिक 0.60% (डायरेक्ट प्लॅन), कॅटेगरीत सर्वात कमी. कमी फी दीर्घकाळात तुमच्या बाजूने कम्पाउंड होते.
›AUM नुसार सर्वात लहान Focused फंड कोणता?
LIC MF Focused — ₹171 Cr, कॅटेगरीत सर्वात लहान. लहान फंड चपळ असू शकतात, पण फक्त साइझला गुण मानू नका.
›Focused फंडात किती काळ गुंतवणूक ठेवावी?
Focused फंडांचा रिस्क खूप जास्त असतो, म्हणून साधारण 7+ वर्षे चा दृष्टिकोन शहाणपणाचा. High-conviction portfolios capped at ~30 stocks. Concentrated bets. हे संशोधन आहे, गुंतवणूक सल्ला नाही.
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