Mutual Fund Trailing Returns - Equity: Focused

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Data as on - 02-07-2024

				1 Year		3 Years		5 Years		10 Years
Scheme Name	Launch Date	AUM (Crore)	TER (%)	Rtn. (%)	Rank	Rtn. (%)	Rank	Rtn. (%)	Rank	Rtn. (%)	Rank	Since Launch Rtn. (%)
HDFC Focused 30 Gr	05-09-2004	11,945.94	1.7	43.5	7/27	28.95	1/23	21.11	4/16	14.03	8/13	16.6
Mahindra Manulife Focused Fund Reg Gr	01-11-2020	1,408.79	2.06	52.73	2/27	24.92	2/23	-	-	-	-	30.69
JM Focused Fund Reg Gr	05-03-2008	111.76	2.39	48.1	3/27	24.3	3/23	17.18	10/16	14.54	6/13	4.38
Invesco India Focused Gr	08-09-2020	2,565.53	1.94	64.37	1/27	24.28	4/23	-	-	-	-	29.33
ICICI Pru Focused Equity Gr	05-05-2009	8,139.49	1.76	45.72	5/27	24.05	5/23	22.19	3/16	15.01	5/13	15.05
Quant Focused Gr	01-08-2008	1,003.94	2.19	47.18	4/27	22.34	6/23	22.9	1/16	18.71	1/13	14.84
Franklin India Focused Equity Gr	05-07-2007	11,442.54	1.77	38.69	12/27	21.92	7/23	20.0	5/16	17.07	2/13	14.96
360 ONE Focused Equity Reg Gr \| Invest Online	30-10-2014	7,215.17	1.8	38.61	13/27	21.18	8/23	22.89	2/16	-	-	17.26
Tata Focused Equity Reg Gr	05-12-2019	1,672.37	2.05	40.67	10/27	20.2	9/23	-	-	-	-	20.38
Nippon India Focused Equity Gr Gr	26-12-2006	7,916.72	1.86	37.57	14/27	19.45	10/23	19.6	6/16	16.14	3/13	15.13
Canara Robeco Focused Equity Fund Reg Gr \| Invest Online	05-05-2021	2,293.3	1.97	34.18	19/27	19.37	11/23	-	-	-	-	20.83
HSBC Focused Fund Reg Gr	22-07-2020	1,595.84	2.11	35.64	17/27	18.27	12/23	-	-	-	-	24.55
Kotak Focused Equity Reg Gr \| Invest Online	05-07-2019	3,312.87	1.89	36.83	15/27	18.23	13/23	-	-	-	-	19.62
Bandhan Focused Equity Reg Gr \| Invest Online	16-03-2006	1,505.55	2.12	35.96	16/27	17.47	14/23	16.65	12/16	12.43	13/13	12.04
ABSL Focused Gr	05-10-2005	7,151.96	1.82	35.45	18/27	17.34	15/23	16.88	11/16	13.52	11/13	14.87
Sundaram Focused Fund Gr	05-01-2013	1,057.99	2.23	32.61	21/27	16.71	16/23	19.43	7/16	14.33	7/13	15.98
DSP Focus Fund Reg Gr	10-06-2010	2,338.45	2.06	42.91	8/27	16.65	17/23	16.58	13/16	13.84	9/13	12.37
SBI Focused Equity Reg Gr \| Invest Online	01-10-2004	33,488.95	1.58	31.53	22/27	15.92	18/23	17.55	8/16	15.99	4/13	19.32
LIC MF Focused 30 Equity Fund Reg Gr \| Invest Online	13-11-2017	130.71	2.51	26.11	25/27	15.75	19/23	15.75	14/16	-	-	11.7
Union Focused Reg Gr	05-08-2019	398.8	2.49	30.54	23/27	15.74	20/23	-	-	-	-	20.68
Motilal Oswal Focused 25 (MOF25) Reg Gr \| Invest Online	05-05-2013	1,848.27	2.06	29.8	24/27	13.81	21/23	15.66	15/16	13.81	10/13	14.76
Mirae Asset Focused Reg Gr \| Invest Online	05-05-2019	7,920.31	1.77	19.92	27/27	10.98	22/23	17.28	9/16	-	-	18.48
Axis Focused Fund Reg Gr \| Invest Online	02-05-2012	13,341.11	1.73	23.87	26/27	7.83	23/23	12.52	16/16	13.31	12/13	14.72
UTI Focused Fund Reg Gr	25-08-2021	2,564.64	1.94	34.18	20/27	-	-	-	-	-	-	16.07
BARODA BNP PARIBAS Focused Fund Reg Gr	06-10-2017	645.66	2.29	40.61	11/27	-	-	-	-	-	-	23.21
Edelweiss Focused Fund Reg Gr	26-07-2022	779.63	2.29	41.52	9/27	-	-	-	-	-	-	28.66
ITI Focused Equity Fund Reg Gr	19-06-2023	401.92	2.34	44.62	6/27	-	-	-	-	-	-	44.1
Old Bridge Focused Equity Reg Gr	24-01-2024	375.72	2.49	-	-	-	-	-	-	-	-	13.19
Category Average	-	-	-	38.27	-	18.94	-	18.39	-	14.83	-	18.71
NIFTY 50 TRI	-	-	-	27.18	-	16.85	-	16.66	-	13.59	-	14.32

Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.

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