Trezofin
Screener/Focused

Focused Funds

28 funds in this category

HoldFocused Funds

Manager-dependent, stick to Score >7 only

Focused funds hold 25-30 stocks maximum. Returns are highly concentrated and manager-dependent. Only invest in funds with proven track records.

Cycle

Consolidation

Valuation

Fair

Momentum

Moderate

FII Flow

Neutral

Opportunity: High-conviction portfolios can outperform significantly in recovery

Risk: Concentrated bets — wrong calls amplified

Last updated: 16 Apr 2026

Category Averages

Avg Score

6.0

Avg 1Y

1.3%

Avg 3Y

14.1%

Avg 5Y

12.7%

Avg Sharpe

-0.31

Avg Std Dev

14.1%

Top 5 by Score

Calendar Year Returns

Fund202620252024202320222021202020192018
-1.9-6.943.234.3-8.640.6
-2.47.220.729.98.439.2
-7.915.426.528.36.036.124.60.4-2.7
-1.3-1.630.331.3-5.024.614.98.9-12.7
0.115.717.222.2-8.543.014.516.1-3.8
-7.510.924.029.618.340.14.23.8-14.6
-4.43.222.629.8
-7.56.223.523.41.6
-1.51.822.829.3-2.029.8
-4.013.116.422.71.634.212.8

Showing top 15 of 28 funds

All Focused Funds

FundScore1YSharpe
7.4-4.3%-0.64
6.92.4%-0.27
6.71.4%-0.29
6.73.7%-0.11
6.512.0%0.53
6.5-1.8%-0.61
6.30.5%-0.34
6.3-1.3%-0.52
6.27.6%0.17
6.17.4%0.15
6.1-3.1%-0.64
6.1-0.6%-0.42
6.17.1%0.13
6.10.8%-0.36
6.010.3%0.35
6.06.8%0.11
5.91.5%-0.31
5.9-4.8%-0.69
5.91.3%-0.30
5.7-3.6%-0.68
5.6-3.2%-0.66
5.6-0.5%-0.49
5.57.5%0.16
5.45.6%0.04
5.3-4.7%-0.80
5.3-1.1%-0.39
5.3-4.6%-0.83
4.9-6.9%-0.95

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