Category: Equity: Focused |
Launch Date: 05-07-2007 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.78% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 11,968.47 Cr As on 30-04-2025(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)
The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. The fund managers will follow an active investment strategy and will be focusing on rapid growth companies which will be selected based on growth, measures such as Enterprise value, growth rate, price/earnings/growth, forwardprice/sales, and discounted EPS.
Standard Deviation | 13.45 |
Sharpe Ratio | 0.83 |
Alpha | 2.78 |
Beta | 0.87 |
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 | 7.55 | 21.65 | 21.15 | 28.27 | 13.58 |
HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 16.8 | 28.42 | 27.13 | 33.21 | 14.48 |
BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 15.88 | 23.71 | 21.23 | 22.84 | 11.84 |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 15.39 | 23.38 | 21.69 | - | - |
ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.09 | 30.21 | 26.36 | 28.9 | 14.53 |
Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 14.57 | 15.69 | 14.05 | 23.71 | - |
Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 14.08 | 22.98 | 19.79 | 23.99 | 12.61 |
DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 13.84 | 26.58 | 22.22 | 24.44 | 12.01 |
Invesco India Focused Fund - Growth | 08-09-2020 | 13.84 | 37.46 | 27.13 | - | - |
Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 13.61 | - | - | - | - |
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
4.74%
Others
5.86%
Large Cap
79.22%
Mid Cap
10.19%