Best Focused Funds
High-conviction portfolios capped at ~30 stocks. Concentrated bets.
Data updated · 28 direct-growth funds ranked by a transparent 0–100 Smart Score
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Focused HDFC | 86 | Strong Buy | -2.5% | 14.6% | 17.9% | 0.92 | 0.97 | 12.7 | 5.2 | 0.78 | 5★ | 24.9 | 0.80% | ₹28.2k Cr | 13.7y | |
| Invesco India Focused Invesco | 84 | Strong Buy | 2.3% | 21.1% | 14.9% | 0.99 | 1.28 | 17.7 | 9.1 | 1.02 | 5★ | 37.5 | 0.70% | ₹6.5k Cr | 6.0y | |
| ICICI Pru Focused ICICI Pru | 80 | Strong Buy | -0.8% | 16.2% | 15.2% | 0.87 | 1.02 | 15.0 | 5.4 | 0.93 | — | — | 1.17% | ₹17.9k Cr | 13.7y | |
| SBI Focused SBI | 78 | Strong Buy | 10.6% | 14.9% | 11.6% | 0.83 | 0.98 | 13.9 | 4.8 | 0.82 | 5★ | 21.0 | 0.83% | ₹51.2k Cr | 13.7y | |
| ITI Focused ITI | 72 | Buy | 6.8% | 17.4% | — | 0.88 | 0.92 | 16.3 | 6.0 | 1.01 | 5★ | 31.1 | 0.88% | ₹629 Cr | 3.3y | |
| Kotak Focused Kotak | 72 | Buy | 4.3% | 14.2% | 12.1% | 0.78 | 0.75 | 14.5 | 3.7 | 0.92 | 4★ | 31.7 | 0.73% | ₹4.5k Cr | 7.2y | |
| Mahindra Manulife Focused Mahindra Manulife | 67 | Buy | -1.7% | 12.5% | 13.3% | 0.73 | 0.60 | 14.3 | 3.2 | 0.88 | 5★ | 19.9 | 0.82% | ₹2.1k Cr | 5.8y | |
| Bandhan Focused Bandhan | 64 | Buy | 3.8% | 15.6% | 12.5% | 0.65 | 0.85 | 16.6 | 2.6 | 0.98 | 4★ | 18.2 | 1.01% | ₹2.1k Cr | 13.7y | |
| HSBC Focused HSBC | 62 | Buy | 7.2% | 14.5% | 12.5% | 0.70 | 0.70 | 16.8 | 3.3 | 1.01 | 4★ | 34.2 | 1.04% | ₹1.8k Cr | 6.2y | |
| Canara Robeco Focused Canara Robeco | 59 | Hold | -3.6% | 12.3% | 11.7% | 0.67 | 0.59 | 14.6 | 2.2 | 0.91 | 4★ | 32.2 | 0.78% | ₹2.9k Cr | 5.3y | |
| ABSL Focused Gr Dir Aditya Birla Sun Life | 55 | Hold | 1.3% | 11.9% | 10.3% | 0.72 | 1.01 | 16.0 | — | — | — | — | 0.98% | ₹8.0k Cr | 13.7y | |
| Old Bridge Focused Old Bridge | 55 | Hold | 14.8% | — | — | 0.43 | 0.60 | 16.2 | 5.3 | 0.98 | — | 13.7 | 1.08% | ₹4.4k Cr | 2.7y | |
| Quant Focused Gr Quant | 52 | Hold | 10.6% | 13.8% | 13.7% | 0.55 | 0.62 | 19.1 | 1.1 | 1.15 | 4★ | 44.9 | 1.92% | ₹869 Cr | 13.7y | |
| Motilal Oswal Focused Motilal Oswal | 49 | Hold | 23.8% | 14.2% | 10.5% | 0.56 | 0.62 | 19.6 | 2.3 | 1.06 | 3★ | 45.2 | 1.72% | ₹1.8k Cr | 13.4y | |
| DSP Focused DSP | 49 | Hold | -0.1% | 12.4% | 10.4% | 0.63 | 0.57 | 15.4 | 2.0 | 0.94 | 3★ | 22.8 | 1.09% | ₹2.7k Cr | 13.7y | |
| Edelweiss Focused Edelweiss | 47 | Hold | -1.5% | 12.0% | — | 0.37 | 0.52 | 14.8 | 1.1 | 1.01 | 4★ | 26.7 | 0.83% | ₹1.1k Cr | 4.2y | |
| 360 One Focused 360 ONE | 45 | Hold | 3.9% | 11.5% | 11.3% | 0.33 | 0.45 | 15.1 | 0.2 | 1.01 | 4★ | 28.3 | 1.21% | ₹6.8k Cr | 11.9y | |
| JM Focused JM | 43 | Avoid | 1.2% | 12.3% | 13.2% | 0.35 | 0.48 | 16.5 | 0.7 | 1.08 | 3★ | 22.8 | 1.32% | ₹293 Cr | 13.7y | |
| UTI Focused UTI | 37 | Avoid | -2.6% | 9.5% | 9.8% | 0.22 | 0.31 | 13.4 | -1.2 | 0.89 | 3★ | 26.7 | 1.02% | ₹2.5k Cr | 5.1y | |
| Axis Focused Axis | 36 | Avoid | 0.3% | 10.2% | 4.4% | 0.27 | 0.38 | 13.6 | -1.1 | 0.89 | 2★ | 32.2 | 1.06% | ₹11.4k Cr | 13.7y | |
| Nippon India Focused Nippon India | 34 | Avoid | -1.5% | 9.0% | 10.3% | 0.19 | 0.25 | 13.4 | -1.7 | 0.89 | 3★ | 22.1 | 1.36% | ₹8.7k Cr | 13.7y | |
| Sundaram Focused Sundaram | 31 | Avoid | 2.3% | 10.0% | 9.7% | 0.57 | 0.76 | 20.3 | -9.5 | 0.98 | — | 29.0 | 1.30% | ₹1.1k Cr | 13.7y | |
| Union Focused Union | 29 | Avoid | 4.2% | 11.0% | 9.5% | 0.30 | 0.41 | 15.0 | -0.1 | 0.99 | 3★ | 33.2 | 1.61% | ₹462 Cr | 7.1y | |
| Tata Focused Tata | 28 | Avoid | -5.0% | 9.2% | 9.6% | 0.18 | 0.25 | 14.6 | -2.0 | 0.98 | — | — | 0.90% | ₹1.8k Cr | 6.8y | |
| FranklIn India Focused Equity Franklin | 25 | Avoid | -10.2% | 7.3% | 9.6% | 0.06 | 0.08 | 13.1 | -3.4 | 0.88 | 3★ | 27.1 | 1.17% | ₹11.5k Cr | 13.7y | |
| Mirae Asset Focused Mirae Asset | 24 | Avoid | -3.8% | 7.5% | 6.4% | 0.08 | 0.11 | 13.5 | -3.1 | 0.88 | 1★ | 25.5 | 0.98% | ₹6.8k Cr | 7.4y | |
| LIC MF Focused LIC | 17 | Avoid | 0.5% | 8.9% | 8.5% | 0.16 | 0.22 | 15.5 | -2.1 | 0.97 | 2★ | — | — | ₹175 Cr | 8.9y | |
| Baroda BNP Paribas Focused Baroda BNP Paribas | 16 | Avoid | -2.1% | 8.5% | — | 0.12 | 0.16 | 16.0 | -3.0 | 1.05 | — | 25.1 | 1.26% | ₹660 Cr | 9.0y |
Focused funds — quick answers
›Which is the best Focused mutual fund right now?
HDFC Focused currently ranks #1 of 28 Focused funds with a FundLens Smart Score of 86/100 (Strong Buy). It returned 14.6% over 3 years and 17.9% over 5 years at a 0.80% expense ratio (direct plan). Rankings are recomputed from data updated 20 Sept 2026.
›Which Focused fund has the best risk-adjusted returns?
Invesco India Focused leads the category on the Sortino ratio at 1.28 (Sharpe 0.99) — meaning it has delivered the most return per unit of downside risk among Focused funds.
›Which Focused fund has the lowest expense ratio?
Invesco India Focused charges 0.70% a year (direct plan) — the lowest in the category. Lower fees compound in your favour over long holding periods.
›Which is the smallest Focused fund by AUM?
LIC MF Focused manages ₹175 Cr, the smallest in the category. Smaller funds can be nimbler, but check track record and costs before treating size alone as an edge.
›How long should I stay invested in a Focused fund?
Focused funds carry very high risk, so a horizon of 7+ years is generally sensible. High-conviction portfolios capped at ~30 stocks. Concentrated bets. This is research, not investment advice.
Want these answers conversationally? Ask FundLens · New to the ratios? Sharpe vs Sortino, explained