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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Focused Invesco | 84 | Strong Buy | 7.0% | 22.6% | 16.0% | 0.98 | 1.43 | 17.7 | 9.1 | 1.02 | 5★ | 36.1 | 0.73% | ₹6.1k Cr | 5.9y | |
| HDFC Focused HDFC | 82 | Strong Buy | 2.0% | 16.2% | 18.7% | 0.90 | 0.31 | 12.7 | 5.2 | 0.78 | 5★ | 23.7 | 0.76% | ₹27.9k Cr | 13.7y | |
| SBI Focused SBI | 81 | Strong Buy | 14.6% | 16.5% | 12.6% | 0.82 | 1.17 | 13.9 | 4.7 | 0.82 | 5★ | 22.8 | 0.84% | ₹50.0k Cr | 13.7y | |
| ICICI Pru Focused ICICI Pru | 78 | Strong Buy | 3.9% | 17.6% | 15.9% | 0.86 | 1.17 | 15.0 | 5.4 | 0.93 | — | — | 1.22% | ₹17.8k Cr | 13.7y | |
| Kotak Focused Kotak | 74 | Buy | 9.0% | 15.3% | 12.7% | 0.77 | 0.86 | 14.5 | 3.7 | 0.92 | 4★ | 30.2 | 0.72% | ₹4.4k Cr | 7.1y | |
| ITI Focused ITI | 73 | Buy | 14.0% | 19.4% | — | 0.87 | 1.10 | 16.3 | 6.0 | 1.01 | 5★ | 31.4 | 0.91% | ₹612 Cr | 3.2y | |
| MahIndra Manulife Focused Mahindra Manulife | 71 | Buy | 3.8% | 14.7% | 14.3% | 0.72 | 0.82 | 14.3 | 3.2 | 0.88 | 5★ | 18.7 | 0.78% | ₹2.2k Cr | 5.8y | |
| HSBC Focused HSBC | 62 | Buy | 11.3% | 15.7% | 13.0% | 0.69 | 0.81 | 16.8 | 3.3 | 1.01 | 4★ | 29.6 | 1.04% | ₹1.8k Cr | 6.1y | |
| Bandhan Focused Bandhan | 61 | Hold | 6.3% | 16.0% | 12.7% | 0.64 | 0.89 | 16.6 | 2.6 | 0.98 | 4★ | 17.7 | 1.02% | ₹2.1k Cr | 13.7y | |
| Canara Robeco Focused Canara Robeco | 59 | Hold | 0.4% | 13.8% | 12.3% | 0.66 | 0.75 | 14.6 | 2.2 | 0.91 | 4★ | 31.8 | 0.75% | ₹2.9k Cr | 5.3y | |
| ABSL Focused Gr Dir Aditya Birla Sun Life | 56 | Hold | 6.7% | 13.8% | 11.1% | 0.72 | 1.01 | 16.0 | — | — | — | — | 1.02% | ₹8.0k Cr | 13.7y | |
| Edelweiss Focused Edelweiss | 53 | Hold | 3.4% | 13.9% | — | 0.64 | 0.69 | 15.4 | 2.1 | 0.96 | 4★ | 26.9 | 0.85% | ₹1.0k Cr | 4.1y | |
| Old Bridge Focused Old Bridge | 51 | Hold | 19.4% | — | — | 0.44 | 0.61 | 16.2 | 4.5 | 0.98 | — | 13.0 | 1.14% | ₹4.0k Cr | 2.6y | |
| DSP Focused DSP | 50 | Hold | 5.0% | 13.8% | 10.7% | 0.50 | 0.70 | 14.4 | 1.2 | 0.96 | 3★ | 21.9 | 1.08% | ₹2.6k Cr | 13.7y | |
| Quant Focused Gr Quant | 49 | Hold | 13.0% | 14.2% | 13.8% | 0.54 | 0.65 | 19.1 | 1.1 | 1.15 | 4★ | 34.4 | 1.84% | ₹840 Cr | 13.7y | |
| Motilal Oswal Focused Motilal Oswal | 44 | Avoid | 28.1% | 14.6% | 10.6% | 0.55 | 0.65 | 19.6 | 2.3 | 1.06 | 3★ | 49.9 | 1.79% | ₹1.7k Cr | 13.3y | |
| 360 One Focused 360 ONE | 44 | Avoid | 7.6% | 12.3% | 11.7% | 0.39 | 0.53 | 15.0 | -0.6 | 1.01 | 4★ | 26.9 | 1.18% | ₹6.7k Cr | 11.9y | |
| JM Focused JM | 42 | Avoid | 5.3% | 13.1% | 13.4% | 0.40 | 0.54 | 16.5 | -0.3 | 1.08 | 3★ | 22.4 | 1.25% | ₹287 Cr | 13.7y | |
| UTI Focused UTI | 37 | Avoid | 1.8% | 11.1% | 10.4% | 0.35 | 0.48 | 13.3 | -1.0 | 0.89 | 3★ | 27.6 | 0.87% | ₹2.5k Cr | 5.0y | |
| Nippon India Focused Nippon India | 37 | Avoid | 3.7% | 10.4% | 11.2% | 0.29 | 0.40 | 13.4 | -1.7 | 0.89 | 3★ | 23.8 | 1.37% | ₹8.5k Cr | 13.7y | |
| Axis Focused Axis | 34 | Avoid | 3.3% | 11.4% | 5.0% | 0.36 | 0.51 | 13.5 | -1.3 | 0.88 | 2★ | 31.3 | 1.11% | ₹11.2k Cr | 13.7y | |
| Union Focused Union | 33 | Avoid | 9.3% | 12.4% | 10.3% | 0.40 | 0.54 | 14.9 | -0.3 | 0.98 | 3★ | 33.2 | 1.61% | ₹448 Cr | 7.1y | |
| Tata Focused Tata | 30 | Avoid | -0.3% | 10.6% | 10.4% | 0.28 | 0.38 | 14.6 | -2.1 | 0.98 | — | — | 0.87% | ₹1.8k Cr | 6.8y | |
| FranklIn India Focused Equity Franklin | 30 | Avoid | -5.8% | 8.9% | 10.5% | 0.19 | 0.26 | 13.1 | -3.1 | 0.88 | 3★ | 26.7 | 1.13% | ₹11.5k Cr | 13.7y | |
| Sundaram Focused Sundaram | 28 | Avoid | 6.2% | 11.5% | 10.1% | 0.57 | 0.76 | 20.3 | -9.5 | 0.98 | 4★ | 29.1 | 1.32% | ₹1.1k Cr | 13.7y | |
| Mirae Asset Focused Mirae Asset | 22 | Avoid | -0.6% | 8.3% | 6.9% | 0.13 | 0.18 | 13.5 | -3.8 | 0.88 | 1★ | 28.6 | 0.98% | ₹6.6k Cr | 7.3y | |
| LIC MF Focused LIC | 17 | Avoid | 4.0% | 10.1% | 9.3% | 0.24 | 0.33 | 15.4 | -2.5 | 0.97 | 2★ | — | — | ₹173 Cr | 8.8y | |
| Baroda BNP Paribas Focused Baroda BNP Paribas | 15 | Avoid | 1.9% | 9.6% | — | 0.19 | 0.25 | 15.9 | -3.6 | 1.05 | 3★ | 24.9 | 1.29% | ₹650 Cr | 8.9y |
Focused — झटपट उत्तरे
›सध्या सर्वोत्तम Focused म्युच्युअल फंड कोणता आहे?
Invesco India Focused सध्या 28 Focused फंडांमध्ये #1 आहे — FundLens Smart Score 84/100 (Strong Buy). 3 वर्षांचा रिटर्न 22.6%, 5 वर्षांचा 16.0%, एक्स्पेन्स रेशो 0.73% (डायरेक्ट प्लॅन). रँकिंग 07 Sept 2026 च्या डेटावर आधारित.
›कोणत्या Focused फंडाचा रिस्क-ॲडजस्टेड रिटर्न सर्वोत्तम आहे?
सॉर्टिनो रेशोनुसार Invesco India Focused कॅटेगरीत सर्वात पुढे — 1.43 (शार्प 0.98). म्हणजे घसरणीच्या प्रत्येक युनिट रिस्कवर सर्वाधिक रिटर्न.
›सर्वात कमी एक्स्पेन्स रेशो असलेला Focused फंड कोणता?
Kotak Focused — वार्षिक 0.72% (डायरेक्ट प्लॅन), कॅटेगरीत सर्वात कमी. कमी फी दीर्घकाळात तुमच्या बाजूने कम्पाउंड होते.
›AUM नुसार सर्वात लहान Focused फंड कोणता?
LIC MF Focused — ₹173 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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