| Category: Equity: Focused |
| Launch Date: 05-07-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.76% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,815.07 Cr As on 28-11-2025(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 | 11.78 |
| Sharpe Ratio | 0.8 |
| Alpha | 0.89 |
| 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 | 2.29 | 13.97 | 14.89 | 19.33 | 14.67 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 11.38 | 17.06 | 17.27 | 17.08 | 15.5 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 11.28 | 22.35 | 22.39 | 22.39 | 16.59 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.59 | 18.8 | 20.37 | 25.12 | 14.8 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 7.12 | 15.93 | 15.87 | 17.23 | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 5.94 | 16.23 | 16.13 | 16.22 | 13.85 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 5.25 | 11.3 | 13.66 | 18.35 | 14.18 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 3.27 | 14.5 | 18.59 | 15.94 | 13.11 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.92 | 16.52 | 16.56 | - | - |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 2.89 | 15.84 | 17.92 | 21.17 | - |
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
6.65%
Others
4.23%
Large Cap
76.83%
Mid Cap
12.3%