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Best Focused Equity Funds in 2025

What are Equity: Focused funds?

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
28	16.83%	21.53%

This fund category is an example of Equity Scheme funds.

These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.

Trailing returns for Equity: Focused funds

These are average returns over the indicated period.

Monthly trailing returns:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
0.19%	3.85%	1.13%	-1.64%	-1.99%	3.54%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
4.04%	-2.52%	10.30%	-5.13%	-6.06%	8.72%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
6.12%	20.63%	27.73%	2.43%	33.11%	16.23%

Rolling returns for Equity: Focused funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-23.71%	1.32%	3.47%	7.21%	12.33%	14.61%
Median	14.37%	11.33%	15.94%	15.42%	15.92%	15.3%
Maximum	59.4%	21.07%	25.86%	21.62%	18.21%	15.92%
Risk	16.96%	4.2%	4.65%	3.08%	1.3%	0.35%
Sharpe Ratio	43.44%	103.29%	192.2%	273.18%	684.02%	2365.13%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-23.71%	8.54%	14.07%	15.1%	17.04%	15.91%
Median	14.37%	10.43%	15.44%	16.06%	17.66%	16.31%
Maximum	59.4%	12.07%	16.49%	16.85%	18.09%	16.59%
Risk	16.96%	1.02%	0.74%	0.54%	0.33%	0.21%
Sharpe Ratio	43.44%	335.0%	1134.12%	1667.86%	3275.65%	4417.88%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-13.07%	8.04%	7.72%	10.51%	13.49%	14.63%
Median	11.35%	15.79%	17.16%	16.84%	15.3%	15.33%
Maximum	53.21%	26.16%	26.57%	22.64%	16.93%	16.3%
Risk	15.09%	4.03%	3.93%	2.69%	0.67%	0.45%
Sharpe Ratio	28.82%	218.3%	258.3%	365.6%	1230.44%	1859.97%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-16.77%	11.28%	7.2%	11.88%	12.38%	13.31%
Median	10.83%	19.93%	17.95%	17.82%	14.78%	15.54%
Maximum	67.98%	36.32%	34.54%	28.91%	20.08%	17.92%
Risk	19.51%	6.45%	6.1%	3.92%	1.98%	1.14%
Sharpe Ratio	19.63%	200.44%	179.63%	276.37%	392.28%	752.03%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-16.77%	19.75%	17.49%	21.25%	15.54%	13.5%
Median	10.83%	23.18%	18.2%	22.35%	15.99%	13.84%
Maximum	67.98%	26.39%	19.18%	23.48%	17.01%	14.7%
Risk	19.51%	2.47%	0.46%	0.7%	0.44%	0.4%
Sharpe Ratio	19.63%	654.79%	2409.64%	2186.04%	2032.17%	1718.76%

^{_{Data as of 14-Dec-2025}}

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
Motilal Oswal Focused 25 Mof25 Fund	-6.3%	8.67%	5.43%
Mirae Asset Focused Fund	-8.78%	2.0%	4.39%
Edelweiss Focused Fund	0.07%	10.65%	8.94%
Nippon India Focused Fund	8.65%	14.72%	10.01%
UTI Focused Fund	-1.5%	11.05%	9.63%
Baroda BNP Paribas Focused Fund	12.71%	24.06%	11.74%
Kotak Focused Fund	11.09%	20.68%	19.99%
HSBC Focused Fund	4.16%	9.63%	9.58%
Aditya Birla Sun Life Focused Fund	20.96%	29.2%	18.5%
Axis Focused Fund	-15.2%	2.81%	3.48%
Quant Focused Fund	-11.48%	6.17%	4.7%
ITI Focused Fund	29.38%	28.58%	27.67%
Tata Focused Fund	10.77%	13.18%	11.18%
Mahindra Manulife Focused Fund	4.29%	16.2%	11.53%
SBI Focused Fund	30.84%	34.37%	26.27%
LIC MF Focused Fund	20.77%	5.07%	10.31%
ICICI Prudential Focused Equity Fund	21.21%	24.43%	20.78%
Canara Robeco Focused Fund	-3.79%	7.17%	10.36%
Invesco India Focused Fund	-26.3%	-14.34%	-8.22%
Bandhan Focused Fund	-12.85%	5.85%	7.35%
360 One Focused Fund	-9.16%	5.95%	5.15%
Union Focused Fund	-31.34%	-11.36%	-3.09%
Old Bridge Focused Fund	21.84%	21.25%	9.93%
Sundaram Focused Fund	1.83%	8.97%	6.4%
Franklin India Focused Equity Fund	3.47%	10.69%	10.49%
HDFC Focused Fund	3.03%	11.39%	12.84%
DSP Focused Fund	22.68%	22.75%	14.85%
JM Focused Fund	-16.38%	5.8%	10.34%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Motilal Oswal Focused 25 Mof25 Fund	10.27%	9.25%	10.57%
Mirae Asset Focused Fund	10.18%	12.55%	12.26%
Edelweiss Focused Fund	24.04%	16.4%	0%
Nippon India Focused Fund	14.82%	16.18%	17.06%
UTI Focused Fund	12.39%	14.45%	0%
Baroda BNP Paribas Focused Fund	18.19%	13.99%	0%
Kotak Focused Fund	18.72%	18.41%	17.31%
HSBC Focused Fund	12.88%	16.68%	15.93%
Aditya Birla Sun Life Focused Fund	14.29%	14.59%	13.69%
Axis Focused Fund	12.88%	13.6%	14.08%
Quant Focused Fund	12.17%	16.62%	18.43%
ITI Focused Fund	15.17%	0%	0%
Tata Focused Fund	20.26%	17.54%	15.61%
Mahindra Manulife Focused Fund	13.45%	21.92%	19.55%
SBI Focused Fund	20.28%	18.3%	16.97%
LIC MF Focused Fund	7.58%	0%	0%
ICICI Prudential Focused Equity Fund	14.58%	13.14%	14.55%
Canara Robeco Focused Fund	15.66%	21.03%	0%
Invesco India Focused Fund	4.54%	18.13%	19.82%
Bandhan Focused Fund	14.41%	14.91%	14.05%
360 One Focused Fund	19.54%	13.2%	15.08%
Union Focused Fund	19.39%	15.73%	11.54%
Old Bridge Focused Fund	3.32%	0%	0%
Sundaram Focused Fund	12.22%	13.27%	0%
Franklin India Focused Equity Fund	16.19%	18.21%	16.46%
HDFC Focused Fund	16.53%	15.47%	13.09%
DSP Focused Fund	13.3%	18.1%	16.77%
JM Focused Fund	15.05%	16.76%	15.54%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
Motilal Oswal Focused 25 Mof25 Fund	3.44%	12.68%	11.56%
Mirae Asset Focused Fund	6.44%	12.12%	15.74%
Edelweiss Focused Fund	17.52%	18.22%	0%
Nippon India Focused Fund	8.86%	15.03%	18.95%
UTI Focused Fund	5.71%	16.12%	0%
Baroda BNP Paribas Focused Fund	14.9%	15.73%	0%
Kotak Focused Fund	9.61%	17.52%	19.7%
HSBC Focused Fund	14.79%	23.58%	18.54%
Aditya Birla Sun Life Focused Fund	12.13%	14.19%	12.71%
Axis Focused Fund	13.83%	14.7%	14.47%
Quant Focused Fund	7.23%	15.31%	20.05%
ITI Focused Fund	11.95%	0%	0%
Tata Focused Fund	18.62%	25.56%	19.31%
Mahindra Manulife Focused Fund	10.07%	21.84%	24.04%
SBI Focused Fund	13.05%	18.05%	18.69%
LIC MF Focused Fund	8.41%	0%	0%
ICICI Prudential Focused Equity Fund	11.47%	13.64%	13.91%
Canara Robeco Focused Fund	15.3%	19.59%	0%
Invesco India Focused Fund	8.65%	21.99%	22.1%
Bandhan Focused Fund	15.15%	15.21%	14.47%
360 One Focused Fund	16.34%	15.87%	18.5%
Union Focused Fund	14.68%	21.89%	15.56%
Old Bridge Focused Fund	7.16%	0%	0%
Sundaram Focused Fund	8.21%	13.92%	0%
Franklin India Focused Equity Fund	11.92%	16.22%	15.02%
HDFC Focused Fund	15.02%	12.95%	11.47%
DSP Focused Fund	5.89%	19.43%	17.31%
JM Focused Fund	11.44%	17.65%	14.74%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Motilal Oswal Focused 25 Mof25 Fund	5.72%	11.6%	13.84%
Mirae Asset Focused Fund	4.13%	12.08%	19.7%
Edelweiss Focused Fund	9.3%	20.56%	0%
Nippon India Focused Fund	6.15%	13.98%	19.26%
UTI Focused Fund	2.8%	18.46%	0%
Baroda BNP Paribas Focused Fund	8.13%	17.81%	0%
Kotak Focused Fund	0.34%	16.74%	22.73%
HSBC Focused Fund	18.18%	32.47%	22.0%
Aditya Birla Sun Life Focused Fund	11.47%	12.66%	10.61%
Axis Focused Fund	11.54%	14.22%	14.93%
Quant Focused Fund	6.87%	14.96%	18.26%
ITI Focused Fund	26.83%	0%	0%
Tata Focused Fund	19.94%	35.07%	24.45%
Mahindra Manulife Focused Fund	19.76%	23.1%	31.03%
SBI Focused Fund	8.93%	16.12%	17.54%
LIC MF Focused Fund	19.52%	0%	0%
ICICI Prudential Focused Equity Fund	10.36%	11.74%	9.92%
Canara Robeco Focused Fund	19.07%	17.22%	0%
Invesco India Focused Fund	10.47%	26.83%	25.09%
Bandhan Focused Fund	12.1%	13.83%	14.13%
360 One Focused Fund	13.06%	19.3%	23.17%
Union Focused Fund	11.84%	24.09%	20.88%
Old Bridge Focused Fund	6.76%	0%	0%
Sundaram Focused Fund	5.85%	15.4%	0%
Franklin India Focused Equity Fund	13.25%	13.48%	9.97%
HDFC Focused Fund	13.06%	10.03%	7.58%
DSP Focused Fund	-1.16%	20.95%	18.06%
JM Focused Fund	8.98%	16.11%	13.3%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
Motilal Oswal Focused 25 Mof25 Fund	10.27%	8.06%	9.27%
Mirae Asset Focused Fund	10.18%	12.25%	11.78%
Edelweiss Focused Fund	24.04%	16.09%	0%
Nippon India Focused Fund	14.82%	14.29%	15.16%
UTI Focused Fund	12.39%	14.21%	0%
Baroda BNP Paribas Focused Fund	18.19%	13.75%	0%
Kotak Focused Fund	18.72%	18.27%	17.35%
HSBC Focused Fund	12.88%	15.2%	15.83%
Aditya Birla Sun Life Focused Fund	14.29%	17.08%	16.36%
Axis Focused Fund	12.88%	12.05%	10.03%
Quant Focused Fund	12.17%	11.47%	14.58%
ITI Focused Fund	15.17%	0%	0%
Tata Focused Fund	20.26%	13.97%	15.44%
Mahindra Manulife Focused Fund	13.45%	17.26%	19.33%
SBI Focused Fund	20.28%	19.38%	17.1%
LIC MF Focused Fund	7.58%	0%	0%
ICICI Prudential Focused Equity Fund	14.58%	23.28%	22.63%
Canara Robeco Focused Fund	15.66%	18.19%	0%
Invesco India Focused Fund	4.54%	19.67%	19.67%
Bandhan Focused Fund	14.41%	17.92%	17.15%
360 One Focused Fund	19.54%	12.92%	14.88%
Union Focused Fund	19.39%	9.79%	11.34%
Old Bridge Focused Fund	3.32%	0%	0%
Sundaram Focused Fund	12.22%	12.2%	0%
Franklin India Focused Equity Fund	16.19%	14.89%	16.43%
HDFC Focused Fund	16.53%	20.75%	23.01%
DSP Focused Fund	13.3%	17.87%	16.82%
JM Focused Fund	15.05%	15.25%	16.97%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
Motilal Oswal Focused 25 Mof25 Fund	5.72%	11.04%	13.53%
Mirae Asset Focused Fund	4.13%	11.68%	19.15%
Edelweiss Focused Fund	9.3%	20.71%	0%
Nippon India Focused Fund	6.15%	14.8%	26.03%
UTI Focused Fund	2.8%	18.55%	0%
Baroda BNP Paribas Focused Fund	8.13%	17.87%	0%
Kotak Focused Fund	0.34%	16.93%	22.23%
HSBC Focused Fund	18.18%	18.63%	21.61%
Aditya Birla Sun Life Focused Fund	11.47%	16.66%	19.75%
Axis Focused Fund	11.54%	11.62%	11.7%
Quant Focused Fund	6.87%	18.29%	27.91%
ITI Focused Fund	26.83%	0%	0%
Tata Focused Fund	19.94%	17.41%	23.9%
Mahindra Manulife Focused Fund	19.76%	22.37%	30.28%
SBI Focused Fund	8.93%	16.85%	20.29%
LIC MF Focused Fund	19.52%	0%	0%
ICICI Prudential Focused Equity Fund	10.36%	23.8%	27.28%
Canara Robeco Focused Fund	19.07%	18.52%	0%
Invesco India Focused Fund	10.47%	26.12%	24.85%
Bandhan Focused Fund	12.1%	21.14%	17.38%
360 One Focused Fund	13.06%	19.31%	22.72%
Union Focused Fund	11.84%	13.21%	20.27%
Old Bridge Focused Fund	6.76%	0%	0%
Sundaram Focused Fund	5.85%	15.52%	0%
Franklin India Focused Equity Fund	13.25%	17.18%	27.28%
HDFC Focused Fund	13.06%	23.23%	33.76%
DSP Focused Fund	-1.16%	21.13%	17.93%
JM Focused Fund	8.98%	22.43%	19.07%

^{_{Data as of 14-Dec-2025}}

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

How are Equity: Focused funds taxed on selling?

Equity Funds Tax for FY2025-26	STCG Rate	LTCG Eligibility	LTCG Rate
Bought Anytime	20%	After 1Y	12.5% (above 1.25L) w 31Jan18 exemption

Note:

• Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
• Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
• Switches, SWP and selling any lump sum amount are taxable as per the table above.

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 14-Dec-2025.

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