Best Focused Fund Mutual Funds
Focused funds hold a maximum of 30 stocks. The concentration means manager skill and conviction show up clearly in returns, in both directions.
We currently track 29 direct-plan Focused Fund schemes from 28 fund houses with a median 5-year CAGR of 10.4%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.
Showing 29 of 29 schemes · sorted by Y5 high to low · page 1 of 1
- HDFC Focused Fund - Direct Plan - Growth OptionHDFC · Equity₹255.68#11Y-4.83%3Y+14.08%5Y+15.73%10Y+14.32%
- Invesco India Focused Fund - Direct Plan - GrowthInvesco · Equity₹31.21#21Y+2.80%3Y+19.63%5Y+13.78%10Y—
- ICICI Prudential Focused Fund - Direct Plan - GrowthICICI Prudential · Equity₹104.60#31Y-3.06%3Y+15.36%5Y+13.72%10Y+14.91%
- Quant Focused Fund - Direct Plan - Growth OptionQuant · Equity₹100.05#41Y+5.13%3Y+12.20%5Y+12.02%10Y+14.62%
- Mahindra Manulife Focused Fund - Direct Plan - GrowthMahindra Manulife · Equity₹27.21#51Y-6.35%3Y+10.60%5Y+11.47%10Y—
- Bandhan Focused Fund - Direct Plan - GrowthBandhan · Equity₹104.63#61Y+1.00%3Y+14.24%5Y+11.27%10Y+13.63%
- HSBC Focused Fund - Direct Plan - GrowthHSBC · Equity₹28.59#71Y+4.56%3Y+13.38%5Y+10.97%10Y—
- JM Focused Fund - Direct Plan - Growth OptionJM Financial · Equity₹22.86#81Y-4.12%3Y+10.40%5Y+10.68%10Y+12.04%
- Motilal Oswal Focused Fund - Direct Plan - GrowthMotilal Oswal · Equity₹63.39#91Y+24.23%3Y+14.38%5Y+10.62%10Y+13.23%
- Canara Robeco Focused Fund - Direct Plan - Growth OptionCanara Robeco · Equity₹20.26#101Y-6.94%3Y+11.06%5Y+10.51%10Y—
- Kotak Focused Fund - Direct Plan - Growth optionKotak Mahindra · Equity₹28.78#111Y-1.16%3Y+13.15%5Y+10.35%10Y—
- Kotak Focused Fund - Direct Plan - Income Distribution cum capital withdrawal optionKotak Mahindra · Equity₹28.79#121Y-1.16%3Y+13.16%5Y+10.35%10Y—
- SBI FOCUSED FUND - Direct Plan - GrowthSBI · Equity₹434.96#131Y+7.37%3Y+13.76%5Y+10.29%10Y+14.87%
- 360 ONE Focused Fund - Direct Plan - GROWTH Option360 ONE · Equity₹54.40#141Y+1.72%3Y+10.52%5Y+10.15%10Y+15.38%
- DSP Focused Fund - Direct Plan - GrowthDSP · Equity₹59.28#151Y-2.87%3Y+11.35%5Y+9.78%10Y+11.42%
- Aditya Birla Sun Life Focused Fund - Direct Plan - GROWTHAditya Birla Sun Life · Equity₹157.55#161Y-1.61%3Y+10.95%5Y+9.04%10Y+12.38%
- Union Focused Fund - Direct Plan - Growth OptionUnion · Equity₹28.48#171Y+3.83%3Y+10.41%5Y+8.68%10Y—
- Nippon India Focused Fund - Direct Plan - Growth OptionNippon India · Equity₹128.95#181Y-3.64%3Y+7.97%5Y+8.50%10Y+12.40%
- UTI Focused Fund (30 stocks) - Direct Plan - GrowthUTI · Equity₹15.61#191Y-6.03%3Y+8.18%5Y+8.30%10Y—
- Tata Focused Fund - Direct Plan - Growth OptionTata · Equity₹23.66#201Y-8.17%3Y+7.44%5Y+8.28%10Y—
- Franklin India Focused Equity Fund - Direct Plan - GrowthFranklin Templeton · Equity₹106.72#211Y-13.63%3Y+5.98%5Y+7.90%10Y+12.50%
- Mirae Asset Focused Fund - Direct Plan - GrowthMirae Asset · Equity₹26.78#221Y-5.19%3Y+6.65%5Y+4.90%10Y—
- Axis Focused Fund - Direct Plan - Growth OptionAxis · Equity₹61.65#231Y-4.57%3Y+8.30%5Y+2.54%10Y+11.39%
- Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) - Direct Plan - GROWTHSundaram · Equity₹177.18#241Y-0.26%3Y+9.21%5Y—10Y—
- Baroda BNP Paribas Focused Fund - Direct Plan - Growth OptionBaroda BNP Paribas · Equity₹22.93#251Y-7.20%3Y+7.26%5Y—10Y—
- Edelweiss Focused Fund - Direct Plan - GrowthEdelweiss · Equity₹16.48#261Y-5.38%3Y+10.53%5Y—10Y—
- ITI Focused Fund - Direct Plan - Growth OptionITI · Equity₹16.56#271Y+2.69%3Y+15.76%5Y—10Y—
- LIC MF Focused Fund - Direct Plan - GrowthLIC · Equity₹23.55#281Y-0.95%3Y+8.23%5Y—10Y—
- Old Bridge Focused Fund - Direct Plan - Direct GrowthOld Bridge · Equity₹13.35#291Y+10.33%3Y—5Y—10Y—
Focused Fund funds — frequently asked questions
Which Focused Fund fund has the highest 5-year CAGR?
HDFC Focused Fund - Direct Plan - Growth Option currently leads the Focused Fund category with a 5-year CAGR of 15.7%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.
What is a good 5-year return for a Focused Fund fund?
Across the 29 Focused Fund schemes we track, the median 5-year CAGR is 10.4%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.
How is CAGR calculated on this page?
CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.
Why does this list only show direct plans?
Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.