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CATEGORY

Best Focused mutual funds

28 funds in this category, ranked by 3-year rolling CAGR.

#Fund3Y CAGRAMCAUM
#1Invesco India Focused Fund23.2%Invesco Asset Management (India) Private Limited₹6,209.75 Cr
#2Mahindra Manulife Focused Fund21.9%Mahindra Manulife Investment Management Pvt Ltd₹1,880.07 Cr
#3Tata Focused Fund-19.0%Tata Asset Management Limited₹1,596.57 Cr
#4ITI Focused Fund18.9%ITI Asset Management Limited₹583.19 Cr
#5Canara Robeco Focused Fund18.9%Canara Robeco Asset Management Company Limited₹2,691.091 Cr
#6HSBC Focused Fund18.6%HSBC Asset Management (India) Private Ltd.₹1,667.986 Cr
#7quant Focused Fund18.6%quant Money Managers Limited₹804.741 Cr
#8Kotak Focused Fund-18.6%Kotak Mahindra Asset Management Company Limited.₹4,261.727 Cr
#9Edelweiss Focused Fund18.3%Edelweiss Asset Management Limited₹928.767 Cr
#10360 ONE Focused Fund-17.1%360 ONE Asset Management Limited₹6,409.67 Cr
#11Franklin India Focused Equity Fund17.0%Franklin Templeton Asset Management (India) Private Limited₹10,319.06 Cr
#12HDFC Focused Fund16.9%HDFC Asset Management Company Limited₹26,420.857 Cr
#13JM Focused Fund (Direct)16.8%JM Financial Asset Management Limited₹262.694 Cr
#14SBI Focused Fund16.6%SBI Funds Management Limited₹49,853.773 Cr
#15Nippon India Focused Fund16.6%Nippon Life India Asset Management Limited₹7,973.364 Cr
#16ICICI Prudential Focused Fund16.6%ICICI Prudential Asset Management Company Limited₹17,108.898 Cr
#17UTI Focused Fund (30 stocks)16.1%UTI Asset Mgmt. Co. Ltd.₹2,282.751 Cr
#18Union Focused Fund16.0%Union Asset Management Company Private Limited₹423.126 Cr
#19BARODA BNP PARIBAS Focused Fund15.3%Baroda BNP Paribas Asset Management India Private Limited₹511.68 Cr
#20Aditya Birla Sun Life Focused Fund15.3%Aditya Birla Sun Life AMC Limited₹7,479.252 Cr
#21DSP Focused Fund15.1%DSP Asset Managers Private Limited₹2,478.791 Cr
#22Bandhan Focused Fund14.9%Bandhan AMC Limited₹2,012.559 Cr
#23Axis Focused Fund14.4%Axis Asset Management Co. Ltd.₹10,210.146 Cr
#24Sundaram Focused Fund-14.0%Sundaram Asset Management Company Ltd₹1,009.7 Cr
#25Motilal Oswal Focused Fund13.6%Motilal Oswal Asset Management Company Limited₹1,804.17 Cr
#26Mirae Asset Focused Fund13.4%Mirae Asset Investment Managers (India) Pvt. Ltd₹6,234.668 Cr
#27LIC MF Focused Fund-9.3%LIC Mutual Fund Asset Management Limited₹163.501 Cr

Not yet ranked

1 fund too recently launched for a full 3-year CAGR - listed for reference, not ranked.

Punji tracks 28 Focused Fund funds from 0 AMCs, together managing roughly ₹1,78,045.486 Cr in assets. Across the 27 funds with a full 3-year track record, the average 3-year rolling CAGR is 16.7%. Invesco India Focused Fund leads the category at 23.2% 3Y CAGR.

Figures here are computed directly from each fund's own NAV history and AUM - not survivor-biased averages from a fact sheet - so a fund that merged, closed, or changed category drops out of the comparison rather than skewing it. Click any fund in the table for its full return history, expense ratio, holdings, and risk profile, or jump to a specific AMC's Focused Fund funds below.

Focused Fund is one of the standardized scheme categories SEBI mandated in its 2017 product categorization circular, so every AMC's Focused Fund fund follows the same investment-mandate rules - the same broad universe of permitted holdings, the same category-level restrictions - which is what makes a ranking across 0 different AMCs a genuine like-for-like comparison rather than an apples-to-oranges one. A fund's position here moves as new NAV data comes in or as AMCs launch or close schemes in the category, so treat it as a point-in-time snapshot, not a fixed league table.

Category alone doesn't tell you a fund's risk level or whether it's the right fit for your own time horizon - two Focused Fund funds can take meaningfully different approaches within the same mandate (concentration, turnover, credit quality for debt categories) and end up with very different risk profiles despite sharing a label. Use the Riskometer rating and risk metrics (Sharpe Ratio, Max Drawdown, Standard Deviation) shown on each fund's own page alongside this category-level ranking, not instead of it.