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Equity: Focused funds

What are Equity: Focused funds?


Funds Included All Fund Returns
(3Y annualised)		 Top 5 fund Returns
(3Y annualised)
28 18.04% 23.24%

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:
Returns Sep-2025 Aug-2025 Jul-2025 Jun-2025
Value 1.13% -1.64% -1.99% 3.54%

Quarterly trailing returns:
Returns 2025Q3 2025Q2 2025Q1 2024Q4
Value -2.52% 10.3% -5.13% -6.06%

Yearly trailing returns:
Returns 2024 2023 2022 2021
Value 20.63% 27.73% 2.43% 33.11%

Fundwise SIP and SWP returns


Rolling SIP returns
Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Bandhan Focused Fund16.55%15.04%15.5%
Franklin India Focused Equity Fund16.07%19.07%19.92%
Nippon India Focused Fund14.16%18.84%19.52%
HDFC Focused Fund17.62%18.7%19.69%
DSP Focused Fund15.16%14.88%15.1%
Aditya Birla Sun Life Focused Fund14.13%15.47%15.98%
SBI Focused Fund15.44%16.53%16.99%
Axis Focused Fund15.87%14.22%14.13%
JM Focused Fund16.09%17.21%16.1%
ICICI Prudential Focused Equity Fund15.86%17.16%18.0%
Quant Focused Fund14.01%19.45%21.4%
Motilal Oswal Focused 25 Fund Mof2514.52%14.02%14.32%
360 One Focused Fund19.23%18.62%21.64%
Mirae Asset Focused Fund15.76%13.95%16.21%
Kotak Focused Fund17.23%18.22%18.93%
Union Focused Fund17.92%16.13%18.24%
Tata Focused Fund20.91%18.28%23.12%
HSBC Focused Fund17.26%19.66%17.2%
Invesco India Focused Fund13.23%29.25%24.72%
Mahindra Manulife Focused Fund16.48%26.0%20.44%
Canara Robeco Focused Fund15.68%21.32%19.06%
UTI Focused Fund14.48%16.89%15.14%
Sundaram Focused Fund18.65%14.33%0%
Baroda BNP Paribas Focused Fund19.51%14.46%0%
Edelweiss Focused Fund24.11%17.14%0%
ITI Focused Fund13.54%0%0%
LIC MF Focused Fund8.03%0%0%
Old Bridge Focused Fund1.54%0%0%

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Bandhan Focused Fund13.35%12.9%12.94%
Franklin India Focused Equity Fund14.11%14.27%13.83%
Nippon India Focused Fund12.91%14.36%13.67%
HDFC Focused Fund14.76%12.32%10.57%
DSP Focused Fund11.85%11.46%11.26%
Aditya Birla Sun Life Focused Fund12.18%12.59%12.99%
SBI Focused Fund14.18%15.17%15.21%
Axis Focused Fund13.94%14.47%14.74%
JM Focused Fund14.65%13.52%12.6%
ICICI Prudential Focused Equity Fund12.05%13.89%12.43%
Quant Focused Fund10.59%14.29%12.93%
Motilal Oswal Focused 25 Fund Mof2513.88%12.93%12.45%
360 One Focused Fund15.45%17.37%17.22%
Mirae Asset Focused Fund13.0%16.5%19.02%
Kotak Focused Fund19.1%16.5%17.55%
Union Focused Fund15.9%17.23%18.38%
Tata Focused Fund23.73%19.18%20.77%
HSBC Focused Fund22.49%16.99%18.15%
Invesco India Focused Fund25.85%16.88%19.09%
Mahindra Manulife Focused Fund22.75%22.05%23.39%
Canara Robeco Focused Fund19.5%15.6%15.46%
UTI Focused Fund16.68%16.26%9.47%
Sundaram Focused Fund18.93%16.43%0%
Baroda BNP Paribas Focused Fund20.97%19.07%0%
Edelweiss Focused Fund28.93%21.08%0%
ITI Focused Fund33.35%0%0%
LIC MF Focused Fund21.74%0%0%
Old Bridge Focused Fund13.36%0%0%

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y Step-up SIPAny 5Y Step-up SIP
Bandhan Focused Fund16.55%14.96%14.64%
Franklin India Focused Equity Fund16.07%18.92%18.64%
Nippon India Focused Fund14.16%18.69%18.28%
HDFC Focused Fund17.62%18.85%17.43%
DSP Focused Fund15.16%14.91%14.04%
Aditya Birla Sun Life Focused Fund14.13%15.42%15.32%
SBI Focused Fund15.44%16.43%16.89%
Axis Focused Fund15.87%14.1%13.71%
JM Focused Fund16.09%17.14%13.6%
ICICI Prudential Focused Equity Fund15.86%16.98%17.83%
Quant Focused Fund14.01%19.25%21.37%
Motilal Oswal Focused 25 Fund Mof2514.52%13.87%12.99%
360 One Focused Fund19.23%18.53%21.68%
Mirae Asset Focused Fund15.76%13.86%14.89%
Kotak Focused Fund17.23%18.11%18.09%
Union Focused Fund17.92%16.23%14.89%
Tata Focused Fund20.91%18.15%17.6%
HSBC Focused Fund17.26%19.97%16.89%
Invesco India Focused Fund13.23%29.17%21.87%
Mahindra Manulife Focused Fund16.48%26.1%0%
Canara Robeco Focused Fund15.68%21.23%0%
UTI Focused Fund14.48%16.6%0%
Sundaram Focused Fund18.65%14.03%0%
Baroda BNP Paribas Focused Fund19.51%14.21%0%
Edelweiss Focused Fund24.11%16.81%0%
ITI Focused Fund13.54%0%0%
LIC MF Focused Fund8.03%0%0%
Old Bridge Focused Fund1.54%0%0%

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y Step-up SWPAny 5Y Step-up SWP
Bandhan Focused Fund13.35%13.16%12.75%
Franklin India Focused Equity Fund14.11%14.64%13.29%
Nippon India Focused Fund12.91%14.46%13.31%
HDFC Focused Fund14.76%12.62%9.44%
DSP Focused Fund11.85%11.55%11.72%
Aditya Birla Sun Life Focused Fund12.18%12.78%12.54%
SBI Focused Fund14.18%15.42%15.24%
Axis Focused Fund13.94%14.63%15.11%
JM Focused Fund14.65%13.68%12.03%
ICICI Prudential Focused Equity Fund12.05%14.11%11.15%
Quant Focused Fund10.59%14.42%11.19%
Motilal Oswal Focused 25 Fund Mof2513.88%13.06%13.45%
360 One Focused Fund15.45%17.34%17.23%
Mirae Asset Focused Fund13.0%16.43%22.01%
Kotak Focused Fund19.1%16.71%20.1%
Union Focused Fund15.9%17.43%22.67%
Tata Focused Fund23.73%19.15%29.3%
HSBC Focused Fund22.49%16.82%27.18%
Invesco India Focused Fund25.85%16.75%27.96%
Mahindra Manulife Focused Fund22.75%21.96%0%
Canara Robeco Focused Fund19.5%15.65%0%
UTI Focused Fund16.68%16.54%0%
Sundaram Focused Fund18.93%16.66%0%
Baroda BNP Paribas Focused Fund20.97%19.21%0%
Edelweiss Focused Fund28.93%21.3%0%
ITI Focused Fund33.35%0%0%
LIC MF Focused Fund21.74%0%0%
Old Bridge Focused Fund13.36%0%0%

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

Explore All Funds Belonging to this Type

All
Large Mid Cap ELSS Small Cap Large Cap Value Mid Cap Multi Cap Contra Dividend Yield Focused Sectoral or Thematic Equity Index Flexi Cap

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Explore Different Categories of Mutual Funds

Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

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 02-Nov-2025.

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