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Mutual Fund Trailing Returns - Equity: Focused

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Data as on - 15-04-2024
1 Year 3 Years 5 Years 10 Years
Scheme Name Launch Date AUM (Crore)  TER (%) Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Since Launch Rtn. (%)
HDFC Focused 30 Gr 05-09-2004 10,432.98 1.73 38.99 6/26 28.92 1/22 18.73 4/15 15.75 6/13 16.1
Mahindra Manulife Focused Fund Reg Gr 01-11-2020 1,228.99 2.12 47.54 4/26 25.16 2/22 - - - - 28.76
Invesco India Focused Gr 08-09-2020 2,349.66 2.0 62.04 1/26 23.99 3/22 - - - - 26.75
ICICI Pru Focused Equity Gr 05-05-2009 7,582.58 1.77 43.54 5/26 23.64 4/22 19.22 3/15 15.43 7/13 14.4
Quant Focused Gr 01-08-2008 809.1 2.3 53.64 2/26 23.13 5/22 21.8 1/15 20.25 1/13 14.62
Franklin India Focused Equity Gr 05-07-2007 11,160.2 1.79 38.27 9/26 22.35 6/22 17.81 5/15 18.47 2/13 14.39
JM Focused Fund Reg Gr 05-03-2008 88.96 2.42 48.86 3/26 21.84 7/22 13.95 13/15 15.84 5/13 3.69
360 ONE Focused Equity Reg Gr | Invest Online 30-10-2014 6,794.35 1.84 36.09 15/26 21.48 8/22 21.38 2/15 - - 16.23
Tata Focused Equity Reg Gr 05-12-2019 1,640.36 2.05 36.2 14/26 19.41 9/22 - - - - 18.16
HSBC Focused Fund Reg Gr 22-07-2020 1,569.67 2.11 38.51 8/26 19.26 10/22 - - - - 23.86
Nippon India Focused Equity Gr Gr 26-12-2006 7,607.84 1.87 30.28 22/26 18.11 11/22 16.53 7/15 17.98 3/13 14.41
Sundaram Focused Fund Gr 05-01-2013 1,033.49 2.27 34.07 17/26 17.58 12/22 17.48 6/15 15.27 8/13 15.56
Kotak Focused Equity Reg Gr | Invest Online 05-07-2019 3,187.12 1.89 32.24 19/26 17.37 13/22 - - - - 17.57
ABSL Focused Gr 05-10-2005 7,056.04 1.83 34.86 16/26 17.33 14/22 15.22 9/15 14.73 9/13 14.46
SBI Focused Equity Reg Gr | Invest Online 01-10-2004 32,190.38 1.61 32.02 20/26 17.07 15/22 15.85 8/15 17.34 4/13 18.97
Bandhan Focused Equity Reg Gr | Invest Online 16-03-2006 1,507.84 2.11 36.68 12/26 16.67 16/22 14.22 10/15 12.78 13/13 11.46
Union Focused Reg Gr 05-08-2019 388.31 2.52 29.82 24/26 16.41 17/22 - - - - 19.23
LIC MF Focused 30 Equity Fund Reg Gr | Invest Online 13-11-2017 130.45 2.51 22.21 25/26 15.21 18/22 13.22 14/15 - - 10.37
DSP Focus Fund Reg Gr 10-06-2010 2,188.97 2.06 38.56 7/26 15.14 19/22 14.15 11/15 14.59 10/13 11.42
Motilal Oswal Focused 25 (MOF25) Reg Gr | Invest Online 05-05-2013 1,803.57 2.07 30.23 23/26 12.48 20/22 14.09 12/15 14.24 12/13 13.97
Mirae Asset Focused Reg Gr | Invest Online 05-05-2019 8,425.01 1.75 21.84 26/26 12.46 21/22 - - - - 17.53
Axis Focused 25 Reg Gr | Invest Online 02-05-2012 14,086.94 1.73 31.25 21/26 9.79 22/22 12.38 15/15 14.52 11/13 14.49
Canara Robeco Focused Equity Fund Reg Gr 05-05-2021 2,251.49 1.99 33.79 18/26 - - - - - - 18.52
UTI Focused Fund Reg Gr 25-08-2021 2,480.93 1.98 36.3 13/26 - - - - - - 12.64
BARODA BNP PARIBAS Focused Fund Reg Gr 06-10-2017 590.64 2.33 37.9 10/26 - - - - - - 19.18
Edelweiss Focused Fund Reg Gr 26-07-2022 723.96 2.32 37.45 11/26 - - - - - - 22.62
ITI Focused Equity Fund Reg Gr 19-06-2023 334.16 2.34 - - - - - - - - 27.22
Old Bridge Focused Equity Reg Gr 24-01-2024 223.43 2.49 - - - - - - - - 1.8
Category Average - - - 37.05 - 18.85 - 16.4 - 15.94 - 16.37
NIFTY 50 TRI - - - 26.35 - 16.5 - 15.09 - 14.09 - 14.05

Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.

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