Focused Funds
28 funds in this category
“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 Rating
5.9Avg 1Y
1.5%
Avg 3Y
13.5%
Avg 5Y
12.5%
Avg Sharpe
-0.29
Avg Std Dev
14.4%
Top 5 by 3Y Return
Invesco India Focused Fund - Regular Plan - Growth
ICICI Prudential Focused Equity Fund - Growth
ITI Focused Fund - Regular Plan - Growth
HDFC Focused Fund - GROWTH PLAN
SBI FOCUSED FUND - REGULAR PLAN -GROWTH
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| 10.8 | -6.9 | 43.2 | 34.3 | -8.6 | 40.6 | — | — | — | |
| -2.1 | 15.4 | 26.5 | 28.3 | 6.0 | 36.1 | 24.6 | 0.4 | -2.7 | |
| 5.2 | 7.7 | 24.5 | — | — | — | — | — | — | |
| -1.8 | 10.9 | 24.0 | 29.6 | 18.3 | 40.1 | 4.2 | 3.8 | -14.6 | |
| 5.3 | 15.7 | 17.2 | 22.2 | -8.5 | 43.0 | 14.5 | 16.1 | -3.8 | |
| -2.0 | 7.2 | 20.7 | 29.9 | 8.4 | 39.2 | — | — | — | |
| 3.0 | 13.1 | 16.4 | 22.7 | 1.6 | 34.2 | 12.8 | — | — | |
| -0.2 | 7.3 | 18.5 | 34.2 | -4.5 | 22.3 | 9.0 | 18.0 | -5.6 | |
| 0.5 | -1.6 | 30.3 | 31.3 | -5.0 | 24.6 | 14.9 | 8.9 | -12.7 | |
| 6.1 | 1.8 | 22.8 | 29.3 | -2.0 | 29.8 | — | — | — | |
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Showing top 15 of 28 funds
Trezofin Detailed Insights
Trezofin ratings, risk metrics and fund-level SIP analysis are public. Log in only for personalized profile-fit analysis and saved decisions.
Personalize my analysisAll Focused Funds
| Fund | Rating | 1Y | Sharpe |
|---|---|---|---|
| 6.8 | -0.2% | -0.34 | |
| 6.7 | 3.2% | -0.15 | |
| 6.0 | 5.6% | 0.04 | |
| 6.5 | 0.6% | -0.39 | |
| 6.5 | 9.8% | 0.35 | |
| 6.9 | 0.4% | -0.43 | |
| 6.1 | 7.3% | 0.15 | |
| 6.1 | 1.1% | -0.31 | |
| 6.1 | 0.9% | -0.29 | |
| 6.2 | 4.8% | -0.02 | |
| 5.4 | 5.0% | 0.02 | |
| 5.3 | 0.5% | -0.28 | |
| 5.9 | 1.0% | -0.33 | |
| 6.3 | -0.6% | -0.41 | |
| 6.3 | -3.0% | -0.63 | |
| 5.9 | 1.1% | -0.31 | |
| 5.5 | 6.4% | 0.09 | |
| 6.1 | 1.7% | -0.24 | |
| 5.5 | -0.8% | -0.47 | |
| 4.9 | 13.3% | 0.55 | |
| 5.6 | -0.3% | -0.47 | |
| 5.7 | -2.9% | -0.60 | |
| 5.3 | -6.2% | -0.93 | |
| 5.6 | -6.7% | -0.92 | |
| 4.7 | -3.0% | -0.64 | |
| 4.9 | -6.1% | -0.87 | |
| 5.9 | -0.9% | -0.41 | |
| 6.0 | 9.0% | 0.27 |