| Category: Equity: Focused |
| Launch Date: 05-07-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.77% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,649.23 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 26.36% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
| Standard Deviation | 11.64 |
| Sharpe Ratio | 0.84 |
| Alpha | 0.57 |
| Beta | 0.85 |
| Yield to Maturity | - |
| Average Maturity | - |
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 9.05 | 9.65 | 15.1 | 17.41 | 14.82 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 18.2 | 17.73 | 22.48 | 20.54 | 16.52 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 17.01 | 12.85 | 17.27 | 15.8 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 14.13 | 12.75 | - | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 13.9 | 15.67 | 21.25 | 23.56 | 15.48 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 13.56 | 10.85 | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.56 | 15.05 | 17.83 | 15.63 | 15.63 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 13.26 | 12.75 | 17.36 | 14.81 | 13.91 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 10.88 | 11.54 | 19.06 | 13.56 | 13.16 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 10.84 | 8.03 | 14.49 | 15.9 | 14.09 |
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
7.13%
Others
3.37%
Large Cap
77.7%
Mid Cap
11.81%
There are no scheme documents available