28 Direct-plan Growth funds ranked. Reference index for beta and alpha: NIFTY 500 TRI (total-return index where available).
| Motilal Oswal Focused Fund | +24.69% |
| Old Bridge Focused Fund | +13.85% |
| SBI FOCUSED FUND | +8.49% |
| Quant Focused Fund | +7.01% |
| HSBC Focused Fund | +5.67% |
| Invesco India Focused Fund | +19.67% |
| ITI Focused Fund | +16.18% |
| ICICI Prudential Focused Fund | +15.49% |
| Bandhan Focused Fund | +15.07% |
| SBI FOCUSED FUND | +14.35% |
| HDFC Focused Fund | +16.70% |
| Invesco India Focused Fund | +14.53% |
| ICICI Prudential Focused Fund | +14.12% |
| Quant Focused Fund | +12.90% |
| Mahindra Manulife Focused Fund | +12.24% |
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund Motilal Oswal Mutual Fund |
62.13 | 7.00% | 30.87% | 24.69% | 14.26% | 10.36% | 0.49 | 15.7% | 1.66% | — | 1/28 |
| Old Bridge Focused Fund Old Bridge Mutual Fund |
13.48 | 0.00% | 15.71% | 13.85% | — | — | — | 15.7% | 1.05% | 1,993 | 2/28 |
| SBI FOCUSED FUND SBI Mutual Fund |
434.33 | -1.10% | 12.02% | 8.49% | 14.35% | 10.91% | 0.69 | 13.2% | 0.82% | — | 3/28 |
| Quant Focused Fund quant Mutual Fund |
100.89 | -2.18% | 21.59% | 7.01% | 12.61% | 12.90% | 0.40 | 17.9% | 1.98% | 353 | 4/28 |
| HSBC Focused Fund HSBC Mutual Fund |
28.46 | 0.41% | 13.69% | 5.67% | 13.52% | 11.66% | 0.47 | 15.9% | 1.08% | 99 | 5/28 |
| ITI Focused Fund ITI Mutual Fund |
16.59 | -3.48% | 10.08% | 4.98% | 16.18% | — | 0.63 | 15.5% | 0.91% | 11 | 6/28 |
| Union Focused Fund Union Mutual Fund |
28.20 | -3.19% | 11.86% | 3.91% | 10.22% | 9.03% | 0.28 | 15.5% | 1.57% | 8 | 7/28 |
| Invesco India Focused Fund Invesco Mutual Fund |
30.78 | 0.00% | 20.61% | 3.15% | 19.67% | 14.53% | 0.84 | 16.4% | 0.70% | 1,088 | 8/28 |
| Bandhan Focused Fund Bandhan Mutual Fund |
105.04 | -0.15% | 11.69% | 2.62% | 15.07% | 12.12% | 0.59 | 15.9% | 0.97% | 280 | 9/28 |
| LIC MF Focused Fund LIC Mutual Fund |
23.91 | -0.48% | 14.45% | 2.08% | 9.12% | — | 0.20 | 15.1% | 2.51% | 6 | 10/28 |
| 360 ONE Focused Fund 360 ONE Mutual Fund |
53.57 | -2.19% | 11.24% | 1.85% | 10.18% | 10.61% | 0.27 | 15.5% | 1.23% | 3,939 | 11/28 |
| Kotak Focused Fund Kotak Mahindra Mutual Fund |
28.67 | -4.99% | 6.67% | 1.62% | 13.21% | 11.16% | 0.50 | 15.0% | 0.75% | 651 | 12/28 |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) Sundaram Mutual Fund |
178.18 | -1.06% | 10.65% | 1.25% | 9.44% | — | 0.25 | 13.1% | 1.33% | 92 | 13/28 |
| Aditya Birla Sun Life Focused Fund Aditya Birla Sun Life Mutual Fund |
158.26 | -3.23% | 5.52% | 0.70% | 11.41% | 9.56% | 0.39 | 14.0% | 1.01% | 1,432 | 14/28 |
| DSP Focused Fund DSP Mutual Fund |
59.56 | -3.63% | 8.62% | -1.02% | 11.76% | 10.03% | 0.39 | 14.0% | 1.10% | 503 | 15/28 |
| ICICI Prudential Focused Fund ICICI Prudential Mutual Fund |
104.12 | -4.51% | 6.63% | -2.07% | 15.49% | 14.12% | 0.69 | 14.8% | 1.14% | 5,635 | 16/28 |
| Axis Focused Fund Axis Mutual Fund |
61.46 | -2.18% | 11.24% | -2.24% | 8.71% | 3.28% | 0.19 | 14.3% | 1.05% | 2,570 | 17/28 |
| JM Focused Fund JM Financial Mutual Fund |
22.76 | -3.59% | 10.78% | -2.44% | 10.58% | 11.74% | 0.27 | 17.1% | 1.25% | 36 | 18/28 |
| Edelweiss Focused Fund Edelweiss Mutual Fund |
16.60 | -5.55% | 3.86% | -2.77% | 11.03% | — | 0.33 | 15.0% | 0.82% | 88 | 19/28 |
| Nippon India Focused Fund Nippon India Mutual Fund |
128.08 | -5.75% | 6.13% | -3.15% | 7.74% | 9.23% | 0.12 | 14.7% | 1.37% | 605 | 20/28 |
| HDFC Focused Fund HDFC Mutual Fund |
254.88 | -3.69% | 5.55% | -3.85% | 14.20% | 16.70% | 0.69 | 13.2% | 0.82% | 10,080 | 21/28 |
| Mahindra Manulife Focused Fund Mahindra Manulife Mutual Fund |
27.54 | -7.62% | -0.15% | -4.29% | 11.10% | 12.24% | 0.36 | 12.9% | 0.87% | 461 | 22/28 |
| Mirae Asset Focused Fund Mirae Asset Mutual Fund |
26.70 | 0.74% | 14.13% | -4.38% | 6.78% | 5.79% | 0.05 | 14.0% | 0.98% | 1,271 | 23/28 |
| UTI Focused Fund (30 stocks) UTI Mutual Fund |
15.63 | -3.81% | 5.43% | -4.50% | 8.51% | 8.89% | 0.18 | 14.7% | 1.12% | 173 | 24/28 |
| Baroda BNP Paribas Focused Fund Baroda BNP Paribas Mutual Fund |
22.85 | -5.22% | 4.20% | -5.56% | 6.86% | — | 0.05 | 14.0% | 1.21% | 13 | 25/28 |
| Canara Robeco Focused Fund Canara Robeco Mutual Fund |
20.24 | -4.03% | 4.92% | -5.60% | 11.20% | 11.12% | 0.37 | 14.3% | 0.81% | 233 | 26/28 |
| Tata Focused Fund Tata Mutual Fund |
23.87 | -6.60% | 2.90% | -6.78% | 8.00% | 9.00% | 0.13 | 14.0% | 0.92% | 126 | 27/28 |
| Franklin India Focused Equity Fund Franklin Templeton Mutual Fund |
106.27 | -7.46% | -1.42% | -12.53% | 5.95% | 8.38% | -0.01 | 13.8% | 1.17% | 2,026 | 28/28 |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
