Focused funds are diversified equity mutual funds that restrict the number of stocks in the portfolio to a maximum of 30.
Axis Focused 25 Fund Growth
A high-conviction, top-heavy, benchmark agnostic strategy that takes concentrated stock bets. It’s success rests on the team’s ability to identify under-researched stocks. Albeit some short-term blips, the fund’s long-term historical performance remains impressive and the fund manager’s expertise as a stock picker stands out.
- Fund Manager: Jinesh Gopani
- Investment Style: Large Growth
- Equity Holdings: 23
- Top 10 Holdings: 63% of assets
- Analyst Rating: Bronze
- Analyst: Kavitha Krishnan
- Date of Analysis: January 2020
- Portfolio
- Performance
- Analyst Note
Franklin India Focused Equity Fund Growth
A research-driven investment approach with a focus on high-growth stocks at reasonable valuations. A fluid and aggressive investment style at play. The fund's performance falls short of expectations in recent times. An able manager supported by a strong and stable investment team.
- Fund Manager: Roshi Jain
- Investment Style: Large Blend
- Equity Holdings: 29
- Top 10 Holdings: 57% of assets
- Analyst Rating: Silver
- Analyst: Himanshu Srivastava
- Date of Analysis: December 2019
- Portfolio
- Performance
- Analyst Note
SBI Focused Equity Fund Growth
The manager seeks to invest in high conviction ideas that meet his growth criteria. A benchmark-agnostic absolute return strategy that hinges largely on the manager's execution capabilities. The fund has delivered excellent performance across time periods in its current category. Srinivasan’s contributions and skills stand out.
- Fund Manager: R Srinivasan
- Investment Style: Large Growth
- Equity Holdings: 24
- Top 10 Holdings: 56%
- Analyst Rating: Bronze
- Analyst: Kavitha Krishnan
- Date of Analysis: October 2019
- Portfolio
- Performance
- Analyst Note
Sundaram Select Focus Fund Growth
The fund runs a concentrated approach with a meaningful investment in two or three sectors. The fund’s focused approach leads to a concentrated portfolio of large cap stocks. We expect consistent execution to yield positive results over the long term. Changes on the team and the lack of a long-term track record restricts our conviction.
- Fund Manager: Rahul Baijal
- Investment Style: Large Growth
- Equity Holdings: 30
- Top 10 Holdings: 61% of assets
- Analyst Rating: Neutral
- Analyst: Kavitha Krishnan
- Date of Analysis: September 2019
- Further information:
- Portfolio
- Performance
- Analyst Note
