What are the top performing Focused funds?

Based on 1-year returns, the top performing Focused funds are Motilal Oswal Focused Fund Direct-Growth with 29.01% return, Old Bridge Focused Fund Direct-Growth with 19.44% return, and ITI Focused Fund Direct-Growth with 14.31% return. The category average 1-year return is 6.16%.

Which Focused funds have given the best returns over 3 years?

Over a 3-year period, the best performing Focused funds are Motilal Oswal Focused Fund Direct-Growth with a 21.95% CAGR, Old Bridge Focused Fund Direct-Growth with 19.23% CAGR, and ITI Focused Fund Direct-Growth with 17.01% CAGR. The category average 3-year return stands at 13.37% CAGR.

Which Focused funds have given the best returns over 5 years?

Over a 5-year period, the top Focused funds are Motilal Oswal Focused Fund Direct-Growth with a 18.71% CAGR, Old Bridge Focused Fund Direct-Growth with 15.97% CAGR, and ITI Focused Fund Direct-Growth with 15.84% CAGR. The category average 5-year return is 12.00% CAGR.

Which are the best Focused funds for SIP investment?

Based on average 5-year rolling returns, the best Focused funds for SIP are 360 ONE Focused Fund Direct-Growth with 5-year average rolling return of 18.98%, Quant Focused Fund Direct-Growth with 17.83%, and Franklin India Focused Equity Fund Direct-Growth with 16.97%. You can start a SIP in Focused funds with as little as ₹99 per month.

What are the largest Focused mutual funds by assets?

The largest Focused funds by Assets Under Management (AUM) are SBI Focused Fund Direct Plan-Growth with ₹ 50,040.80 crore, HDFC Focused Fund Direct-Growth with ₹ 27,924.80 crore, and ICICI Prudential Focused Fund Direct-Growth with ₹ 17,763.50 crore. Together, there are 28 Focused funds available in India.

What is the minimum amount to invest in Focused funds?

You can start investing in Focused funds with a minimum SIP of ₹99 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Focused fund returns taxed?

Gains from Focused funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Focused funds have the lowest expense ratio?

Among Focused funds, Invesco India Focused Fund Direct-Growth has the lowest expense ratio at 0.70% (Direct Plan), followed by Kotak Focused Fund Direct-Growth at 0.74%. Lower expense ratios directly improve your net returns over the long term.

How many Focused mutual funds are available in India?

There are currently 28 Focused mutual funds available in India across different fund houses. You can compare all 28 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Focused

Best Focused Mutual Funds 2026

Total Schemes

No. of schemes

Total AUM

₹ 1.86Lakh Cr

As on latest

Category Return (5Y)

12.00 %

CAGR

Benchmark

10.50%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Focused	-1.16 %	8.04 %	6.16 %	13.37 %	12.00 %	13.79 %	2.33 %
Benchmark	-2.30 %	3.67 %	2.13 %	11.08 %	10.50 %	12.99 %	-2.24 %

Top Focused Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
SBI Focused Fund Direct Plan-GrowthNAV: ₹454.01	50,040.80 Cr	13.87%	16.03%	12.40%	0.82%
HDFC Focused Fund Direct-GrowthNAV: ₹267.28	27,924.80 Cr	1.59%	15.86%	18.71%	0.80%
ICICI Prudential Focused Fund Direct-GrowthNAV: ₹109.28	17,763.50 Cr	3.25%	17.01%	15.84%	1.14%
Franklin India Focused Equity Fund Direct-GrowthNAV: ₹114.09	11,510.30 Cr	-6.19%	8.45%	10.41%	1.16%
Axis Focused Direct Plan-GrowthNAV: ₹65.71	11,315.50 Cr	3.44%	10.98%	4.95%	1.04%
Nippon India Focused Fund Direct-GrowthNAV: ₹135.54	8,529.70 Cr	2.83%	9.74%	11.05%	1.36%
Aditya Birla Sun Life Focused Fund Direct-GrowthNAV: ₹165.99	8,016.66 Cr	5.67%	13.16%	10.90%	1.00%
360 ONE Focused Fund Direct-GrowthNAV: ₹56.33	6,697.90 Cr	7.60%	12.01%	11.86%	1.23%
Mirae Asset Focused Fund Direct-GrowthNAV: ₹27.84	6,635.31 Cr	-1.02%	7.72%	6.75%	0.98%
Invesco India Focused Fund Direct-GrowthNAV: ₹32.50	6,065.16 Cr	6.83%	21.95%	15.97%	0.70%
Kotak Focused Fund Direct-GrowthNAV: ₹30.32	4,457.06 Cr	8.75%	14.89%	12.58%	0.74%
Old Bridge Focused Fund Direct-GrowthNAV: ₹13.94	3,994.77 Cr	19.44%	-	-	1.06%
Canara Robeco Focused Fund Direct-GrowthNAV: ₹21.48	2,871.75 Cr	0.05%	13.21%	12.23%	0.78%
DSP Focused Direct Plan-GrowthNAV: ₹62.33	2,642.05 Cr	4.73%	13.34%	10.60%	1.10%
UTI Focused Fund (30 stocks) Direct-GrowthNAV: ₹16.63	2,474.88 Cr	1.29%	10.51%	10.26%	1.12%

Focused vs Other Categories

5Y CAGR Return Comparison

12.40%

12.33%

12.00%

11.64%

11.38%

Thematic-Consumption

Thematic-Quant

Focused

Flexi Cap

ELSS - Tax Saver

Key Insights

Focused delivered 12.00% CAGR over the last 5 years.

It ranks #20 out of 28 categories based on 5Y performance.

Below the category average return of 13.74%.

19 categories outperform it, while 8 categories have lower returns.

Top performer: Sectoral-Auto & Transportation (22.85%).

Lowest performer: Sectoral-Technology (4.94%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

SBI Focused Fund Direct Plan-Growth

Fund Performance: SBI Focused Fund Direct Plan-Growth has given 16.03% annualized returns in the past three years and 12.40% in the last 5 years. The SBI Focused Fund Direct Plan-Growth comes under the Equity category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Focused Fund Direct Plan-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 50,040.80Cr

1Y Returns

13.87%

Expense Ratio

0.82%

HDFC Focused Fund Direct-Growth

Fund Performance: HDFC Focused Fund Direct-Growth has given 15.86% annualized returns in the past three years and 18.71% in the last 5 years. The HDFC Focused Fund Direct-Growth comes under the Equity category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Focused Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 27,924.80Cr

1Y Returns

1.59%

Expense Ratio

0.80%

ICICI Prudential Focused Fund Direct-Growth

Fund Performance: ICICI Prudential Focused Fund Direct-Growth has given 17.01% annualized returns in the past three years and 15.84% in the last 5 years. The ICICI Prudential Focused Fund Direct-Growth comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Focused Fund Direct-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 500.00

AUM

₹ 17,763.50Cr

1Y Returns

3.25%

Expense Ratio

1.14%

Franklin India Focused Equity Fund Direct-Growth

Fund Performance: Franklin India Focused Equity Fund Direct-Growth has given 8.45% annualized returns in the past three years and 10.41% in the last 5 years. The Franklin India Focused Equity Fund Direct-Growth comes under the Equity category of Franklin Templeton Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Franklin India Focused Equity Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 11,510.30Cr

1Y Returns

-6.19%

Expense Ratio

1.16%

Axis Focused Direct Plan-Growth

Fund Performance: Axis Focused Direct Plan-Growth has given 10.98% annualized returns in the past three years and 4.95% in the last 5 years. The Axis Focused Direct Plan-Growth comes under the Equity category of Axis Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Axis Focused Direct Plan-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 11,315.50Cr

1Y Returns

3.44%

Expense Ratio

1.04%

Nippon India Focused Fund Direct-Growth

Fund Performance: Nippon India Focused Fund Direct-Growth has given 9.74% annualized returns in the past three years and 11.05% in the last 5 years. The Nippon India Focused Fund Direct-Growth comes under the Equity category of Nippon India Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Focused Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 8,529.70Cr

1Y Returns

2.83%

Expense Ratio

1.36%

Aditya Birla Sun Life Focused Fund Direct-Growth

Fund Performance: Aditya Birla Sun Life Focused Fund Direct-Growth has given 13.16% annualized returns in the past three years and 10.90% in the last 5 years. The Aditya Birla Sun Life Focused Fund Direct-Growth comes under the Equity category of Aditya Birla Sun Life Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Focused Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 8,016.66Cr

1Y Returns

5.67%

Expense Ratio

1.00%

360 ONE Focused Fund Direct-Growth

Fund Performance: 360 ONE Focused Fund Direct-Growth has given 12.01% annualized returns in the past three years and 11.86% in the last 5 years. The 360 ONE Focused Fund Direct-Growth comes under the Equity category of 360 ONE Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in 360 ONE Focused Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 6,697.90Cr

1Y Returns

7.60%

Expense Ratio

1.23%

Mirae Asset Focused Fund Direct-Growth

Fund Performance: Mirae Asset Focused Fund Direct-Growth has given 7.72% annualized returns in the past three years and 6.75% in the last 5 years. The Mirae Asset Focused Fund Direct-Growth comes under the Equity category of Mirae Asset Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Mirae Asset Focused Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 99.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 6,635.31Cr

1Y Returns

-1.02%

Expense Ratio

0.98%

Invesco India Focused Fund Direct-Growth

Fund Performance: Invesco India Focused Fund Direct-Growth has given 21.95% annualized returns in the past three years and 15.97% in the last 5 years. The Invesco India Focused Fund Direct-Growth comes under the Equity category of Invesco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Focused Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 6,065.16Cr

1Y Returns

6.83%

Expense Ratio

0.70%

Kotak Focused Fund Direct-Growth

Fund Performance: Kotak Focused Fund Direct-Growth has given 14.89% annualized returns in the past three years and 12.58% in the last 5 years. The Kotak Focused Fund Direct-Growth comes under the Equity category of Kotak Mahindra Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Kotak Focused Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 4,457.06Cr

1Y Returns

8.75%

Expense Ratio

0.74%

Old Bridge Focused Fund Direct-Growth

Fund Performance: The Old Bridge Focused Fund Direct-Growth comes under the Equity category of Old Bridge Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Old Bridge Focused Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 2,500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,994.77Cr

1Y Returns

19.44%

Expense Ratio

1.06%

Canara Robeco Focused Fund Direct-Growth

Fund Performance: Canara Robeco Focused Fund Direct-Growth has given 13.21% annualized returns in the past three years and 12.23% in the last 5 years. The Canara Robeco Focused Fund Direct-Growth comes under the Equity category of Canara Robeco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Focused Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,871.75Cr

1Y Returns

0.05%

Expense Ratio

0.78%

DSP Focused Direct Plan-Growth

Fund Performance: DSP Focused Direct Plan-Growth has given 13.34% annualized returns in the past three years and 10.60% in the last 5 years. The DSP Focused Direct Plan-Growth comes under the Equity category of DSP Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in DSP Focused Direct Plan-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 2,642.05Cr

1Y Returns

4.73%

Expense Ratio

1.10%

UTI Focused Fund (30 stocks) Direct-Growth

Fund Performance: UTI Focused Fund (30 stocks) Direct-Growth has given 10.51% annualized returns in the past three years and 10.26% in the last 5 years. The UTI Focused Fund (30 stocks) Direct-Growth comes under the Equity category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Focused Fund (30 stocks) Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,474.88Cr

1Y Returns

1.29%

Expense Ratio

1.12%