| 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 | 4.41 | 11.93 | 15.66 | 18.61 | 14.28 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 14.93 | 16.24 | 18.26 | 16.75 | 15.21 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 14.77 | 20.36 | 22.96 | 21.77 | 16.12 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 12.31 | 14.29 | 17.03 | 16.9 | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 10.04 | 16.7 | 20.86 | 23.96 | 14.38 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 9.18 | 13.94 | 16.89 | 15.28 | 13.41 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 8.16 | 9.21 | 14.87 | 17.43 | 13.61 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 7.6 | - | - | - | - |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 6.8 | 13.31 | 18.6 | 20.3 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 6.51 | 14.99 | - | - | - |
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
7.08%
Others
3.28%
Large Cap
77.84%
Mid Cap
11.8%