Thursday, December 23, 2021

2010 to 2020 - Focused Mutual Funds Yearly Performance

Focused funds invest in number of stocks in the portfolio that restricted to a maximum of 30.

Minimum Recommend Duration: 3 to 4 Years.

Min. SIP: Rs. 1000

Min. Lumpsum: Rs. 5000


See below are Year wise yield of Focused MF Schemes from 2010 - 2020:

Scheme Name

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

IIFL Focused Equity Fund

23%

27%

-7%

30%

9%

2%

5%

-

-

-

-

Quant Focused Fund

24%

3%

-8%

35%

5%

18%

64%

0%

50%

-32%

14%

Principal Focused Multicap Fund

19%

12%

0%

32%

3%

0%

43%

2%

34%

-26%

21%

SBI Focused Equity Fund

15%

16%

-4%

45%

1%

4%

58%

-8%

56%

-11%

33%

Nippon India Focused Equity Fund

15%

5%

-13%

43%

2%

8%

80%

2%

42%

-29%

26%

Franklin India Focused Equity Fund

10%

10%

-8%

37%

4%

1%

79%

9%

43%

-25%

15%

ICICI Prudential Focused Equity Fund

24%

-

-3%

23%

10%

-5%

40%

8%

31%

-24%

21%

Aditya Birla Sun Life Focused Equity Fund

15%

12%

-3%

31%

6%

0%

49%

8%

36%

-22%

18%

BNP Paribas Focused 25 Equity Fund

15%

13%

-12%

3%

-

-

-

-

-

-

-

IDBI Focused 30 Equity Fund

19%

7%

-5%

1%

-

-

-

-

-

-

-

Axis Focused 25 Fund

21%

15%

1%

45%

4%

4%

39%

4%

15%

-

-

Sundaram Select Focus

12%

15%

2%

36%

0%

-3%

34%

3%

22%

-24%

13%

HDFC Focused 30 Fund

4%

4%

-14%

39%

1%

5%

51%

-4%

23%

-26%

28%

Motilal Oswal Focused 25 Fund

17%

17%

-4%

32%

1%

6%

44%

4%

-

-

-

DSP Focus Fund

9%

18%

-5%

29%

5%

2%

50%

-2%

27%

-22%

12%

JM Core 11 Fund

7%

11%

-4%

43%

10%

-3%

51%

-2%

47%

-40%

-7%

IDFC Focused Equity Fund

15%

9%

-12%

54%

1%

-5%

32%

2%

21%

-21%

16%

Kotak Focused Equity Fund

13%

9%

-

-

-

-

-

-

-

-

-

Mahindra Manulife Focused Equity Yojana

8%

-

-

-

-

-

-

-

-

-

-

Invesco India Focused 20 Equity Fund

16%

-

-

-

-

-

-

-

-

-

-

Tata Focused Equity Fund

12%

1%

-

-

-

-

-

-

-

-

-

HSBC Focused Equity Fund

26%

-

-

-

-

-

-

-

-

-

-

Union Focused Fund

20%

13%

-

-

-

-

-

-

-

-

-

Mirae Asset Focused Fund

21%

18%

-

-

-

-

-

-

-

-

-

L&T Focused Equity Fund

13%

13%

2%

-

-

-

-

-

-

-

-



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