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Best Focused Funds

Ranked by 3-Year Sharpe • 22 schemes • Group: Equity • Benchmark: Nifty 500 • Data as of 2026-11-11

Funds investing in a concentrated portfolio of maximum 30 stocks with minimum 65% equity. Across 22 analyzed schemes, the top-ranked fund is Invesco India Focused Fund (3Y CAGR +21.01%). The category median 3-year CAGR stands at +12.71%, median expense ratio is 2.24%, and median MFIQ score is 4.7/10.

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Rank Scheme Score 1Y Return 3Y CAGR 5Y CAGR Alpha Beta Expense Upside Downside Fund Size
#1
IN
Invesco Mutual Fund
3Y: +21.01% • 5Y: +13.75% • AUM: Rs 7,095 cr
7.7 +13.13% +21.01% +13.75% +7.79% 1.03 1.91% 126.0% 93.6% Rs 7,095 cr
#2
SB
SBI Mutual Fund
3Y: +15.93% • 5Y: +9.91% • AUM: Rs 54,264 cr
6.1 +11.34% +15.93% +9.91% +4.83% 0.76 1.55% 94.0% 65.2% Rs 54,264 cr
#3
KM
Kotak Mahindra Mutual Fund
3Y: +15.20% • 5Y: +10.69% • AUM: Rs 4,625 cr
6.7 +6.01% +15.20% +10.69% +3.08% 0.97 2.02% 104.8% 91.4% Rs 4,625 cr
#4
BA
Bandhan Mutual Fund
3Y: +15.68% • 5Y: +10.91% • AUM: Rs 2,191 cr
5.2 +3.94% +15.68% +10.91% +3.27% 0.98 2.29% 108.2% 94.2% Rs 2,191 cr
#5
CR
Canara Robeco Mutual Fund
3Y: +13.36% • 5Y: +10.59% • AUM: Rs 2,989 cr
6.0 +0.39% +13.36% +10.59% +1.71% 0.92 2.15% 103.9% 97.1% Rs 2,989 cr
#6
IT
ITI Mutual Fund
3Y: +14.34% • 5Y: - • AUM: Rs 626 cr
6.2 +3.35% +14.34% - +2.02% 1.05 2.61% 106.8% 97.9% Rs 626 cr
#7
HS
HSBC Mutual Fund
3Y: +14.10% • 5Y: +10.70% • AUM: Rs 1,832 cr
5.5 +8.58% +14.10% +10.70% +1.91% 1.03 2.24% 107.4% 102.5% Rs 1,832 cr
#8
DS
DSP Mutual Fund
3Y: +13.36% • 5Y: +10.23% • AUM: Rs 2,695 cr
4.7 +4.14% +13.36% +10.23% +1.54% 0.96 2.10% 100.4% 96.2% Rs 2,695 cr
#9
MO
Motilal Oswal Mutual Fund
3Y: +14.21% • 5Y: +9.95% • AUM: Rs 1,962 cr
3.9 +24.33% +14.21% +9.95% +2.06% 1.01 - 115.1% 111.2% Rs 1,962 cr
#10
MM
Mahindra Manulife Mutual Fund
3Y: +12.91% • 5Y: +11.50% • AUM: Rs 2,043 cr
6.6 -0.39% +12.91% +11.50% +1.00% 0.93 2.31% 96.9% 91.2% Rs 2,043 cr
#11
ED
Edelweiss Mutual Fund
3Y: +12.71% • 5Y: - • AUM: Rs 1,030 cr
5.3 +1.01% +12.71% - +0.70% 1.01 2.31% 106.3% 105.0% Rs 1,030 cr
#12
3O
360 ONE Mutual Fund
3Y: +12.28% • 5Y: +10.16% • AUM: Rs 6,943 cr
4.6 +6.23% +12.28% +10.16% +0.27% 1.01 2.12% 92.9% 87.8% Rs 6,943 cr
#13
UN
Union Mutual Fund
3Y: +12.18% • 5Y: +8.75% • AUM: Rs 464 cr
3.9 +9.01% +12.18% +8.75% +0.38% 0.98 2.55% 89.9% 82.1% Rs 464 cr
#14
QU
quant Mutual Fund
3Y: +12.46% • 5Y: +11.33% • AUM: Rs 864 cr
3.3 +9.14% +12.46% +11.33% +0.52% 1.05 3.14% 101.8% 97.6% Rs 864 cr
#15
UT
UTI Mutual Fund
3Y: +10.80% • 5Y: +8.77% • AUM: Rs 2,525 cr
4.1 +1.75% +10.80% +8.77% -0.57% 0.90 2.22% 95.2% 99.0% Rs 2,525 cr
#16
AX
Axis Mutual Fund
3Y: +10.60% • 5Y: +3.52% • AUM: Rs 11,120 cr
3.8 +2.26% +10.60% +3.52% -0.60% 0.89 1.89% 99.0% 105.5% Rs 11,120 cr
#17
JF
JM Financial Mutual Fund
3Y: +11.02% • 5Y: +10.69% • AUM: Rs 285 cr
2.2 +0.44% +11.02% +10.69% -1.17% 1.08 2.85% 105.3% 114.6% Rs 285 cr
#18
MA
Mirae Asset Mutual Fund
3Y: +9.44% • 5Y: +5.09% • AUM: Rs 6,780 cr
3.3 +0.89% +9.44% +5.09% -1.59% 0.88 2.14% 88.8% 94.9% Rs 6,780 cr
#19
LI
LIC Mutual Fund
3Y: +9.33% • 5Y: - • AUM: Rs 175 cr
2.2 +2.49% +9.33% - -2.04% 0.96 3.38% 92.7% 100.5% Rs 175 cr
#20
TA
Tata Mutual Fund
3Y: +8.74% • 5Y: +8.23% • AUM: Rs 1,733 cr
2.9 -2.71% +8.74% +8.23% -2.77% 0.98 2.27% 85.5% 94.5% Rs 1,733 cr
#21
BB
Baroda BNP Paribas Mutual Fund
3Y: +8.49% • 5Y: - • AUM: Rs 561 cr
1.6 -3.78% +8.49% - -3.31% 1.05 2.96% 105.4% 128.3% Rs 561 cr
#22
OB
Old Bridge Mutual Fund
3Y: - • 5Y: - • AUM: Rs 4,910 cr
7.9 +12.13% - - +10.77% 1.01 2.09% 119.9% 70.9% Rs 4,910 cr

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Frequently Asked Questions about Focused Funds

What investment mandate defines Focused funds?

Funds investing in a concentrated portfolio of maximum 30 stocks with minimum 65% equity.

Which is the highest-ranked Focused fund?

The top fund in this category is Invesco India Focused Fund with a 3Y CAGR of +21.01% and an MFIQ Score of 7.7/10.

What is the median expense ratio for Focused funds?

Across regular growth options in this category, the median total expense ratio (TER) is 2.24%.