Focused Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
1674.77 Cr.
(As of 31 Jul, 2022)
Benchmark
S&P BSE 500
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate capital appreciation by investing in upto 20 stocks across market capitalization.
Fund manager
Taher Badshah
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹1000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
ICICI Bank Ltd
9.32%
Reliance Industries Ltd
8.39%
HDFC Bank Ltd
8.32%
Infosys Ltd
7.23%
Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.
This fund is rated 0 stars by Morning Star Ratings.