To generate capital appreciation by investing in upto 20 stocks across market capitalization.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Focused Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.74% | -1.66% | 8.11% | 8.94% | -0.56% | -0.89% | 18.05% | 17.36% | 11.58% | N/A | 18.8% |
| Category returns | -3.76% | -3.74% | 0.4% | -1.48% | -2.88% | -1.38% | 10.16% | 11.27% | 8.05% | 11.97% | N/A |
| Absolute returns | -2.74% | -1.66% | 8.11% | 8.94% | -0.56% | -1.76% | 64.58% | 89.77% | 73% | N/A | 183.9% |
| Rank within category | 7/28 | 5/28 | 2/28 | 2/28 | 7/28 | 12/28 | 1/27 | 1/26 | 3/25 | N/A | N/A |
| Focused Fund | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 40.64% | -8.61% | 34.29% | 43.16% | -6.88% | 6.01% |
| Q1 returns | N/A | 6.36% | -6.84% | -6.35% | 12.59% | -9.74% | -14.56% |
| Q2 returns | N/A | 9.94% | -11.54% | 13.56% | 15.38% | 11.06% | 22.73% |
| Q3 returns | N/A | 13.01% | 8.75% | 7.35% | 10.23% | -4.68% | 0.96% |
| Q4 returns | 16.4% | 6.44% | 1.98% | 17.62% | -0.03% | -2.55% | 0.14% |
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
| Alpha | 0.998786 |
| Beta | 1.1173 |
| Sharpe Ratio | 0.217148 |
| Sortino Ratio | 0.429073 |
| R-Squared | 0.6502 |
| Tracking Error | 2.9665 |
| Downside Risk | 22.9884 |
| Std. Deviation (Annualised) | 17.2421 |
| Focused Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Focused Fund - Regular Plan - Growth Current | -2.74% | -1.66% | 8.11% | 8.94% | -0.56% | 18.05% | 11.58% | N/A | 18.8% | 6,228.50 | 1.94 | 0.22 | Very High |
| ICICI Prudential Focused Fund - Growth | -2.79% | -5.66% | -2.52% | -6.47% | -4.88% | 14.64% | 12.09% | 13.49% | 13.5% | 17,167.60 | 2.15 | 0.19 | Very High |
| SBI Focused Fund - Regular Plan - Growth | -2.31% | -1.49% | 2.79% | 3.04% | 5.85% | 13.54% | 9.31% | 13.91% | 18.06% | 50,180.30 | 1.60 | 0.20 | Very High |
| HDFC Focused Fund - Regular Plan - Growth | -2% | -3.79% | -1.32% | -5.18% | -5.85% | 13.32% | 13.89% | 12.99% | 15.14% | 26,552.90 | 1.70 | 0.18 | Very High |
| Bandhan Focused Fund - Regular Plan - Growth | -3.42% | -0.79% | 0.43% | 2.13% | -1.05% | 13.25% | 9.27% | 12.01% | 11.12% | 2,086.88 | 2.24 | 0.16 | Very High |
| ITI Focused Fund - Regular Plan - Growth | -5.42% | -6.41% | -3.21% | -2.9% | -1.64% | 13% | N/A | N/A | 13.54% | 607.36 | 2.59 | 0.18 | Very High |
| Motilal Oswal Focused Fund - Regular Plan - Growth | -2.14% | 6.18% | 18.68% | 21.57% | 20.16% | 12.62% | 8.84% | 11.65% | 13.14% | 1,845.11 | 2.72 | 0.14 | Very High |
| Kotak Focused Fund - Regular Plan - Growth | -3.94% | -5.93% | -2.15% | -3.7% | -2.96% | 11.97% | 8.58% | N/A | 13.96% | 4,273.21 | 2.05 | 0.15 | Very High |
| HSBC Focused Fund - Regular Plan - Growth | -4.95% | -2.44% | 1.19% | 1.2% | 0.59% | 11.74% | 8.58% | N/A | 16.4% | 1,750.52 | 2.26 | 0.15 | Very High |
| Quant Focused Fund - Growth | -4.36% | -4.99% | 8.11% | 6.8% | 3.5% | 11.16% | 9.81% | 12.89% | 12.76% | 824.67 | 3.46 | 0.12 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 8.56% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 6.32% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 5.81% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.63% |
| Coforge Ltd. | IT - Software | Domestic Equities | 5.21% |
| Nuvama Wealth Management Ltd. | Capital Markets | Domestic Equities | 4.74% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 4.46% |
| Eternal Ltd. | Retailing | Domestic Equities | 4.33% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 4.08% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 3.98% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 3.94% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 3.92% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 3.79% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 3.75% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 3.36% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 3.26% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 3.16% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 3.14% | |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 2.86% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 2.54% |
| BEML Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 2.46% |
| Meesho Ltd. | Retailing | Domestic Equities | 2.44% |
| Trent Ltd. | Retailing | Domestic Equities | 2.12% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 1.78% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.26% |
| Aditya Birla Real Estate Ltd. | Realty | Domestic Equities | 1.15% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 1.09% |
| Sedemac Mechatronics Ltd. | Auto Components | Domestic Equities | 0.96% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.11% | |
| Total | 100.00% | ||
Mr. Badshah brings with him 18 years of rich experience in fund management and investment research. He started his career as an automobiles analyst with Motilal Oswal and has been well-regarded in the industry for his work in this sector. Besides, Mr. Badshah has also worked in different capacities with organizations like Kotak Mahindra and Prudential ICICI. He has spent the first 10 years of his career doing sell-side equity research and the past 8 years in active fund management.
Hiten has more than 10 years of experience, which includes more than 8 years in equity research & fund management. Currently, he is working as an Equity Fund Manager at Invesco. In his last assignment, Hiten was working as a senior research analyst with CRISIL Ltd, where he was tracking technology and banking sectors. His other assignments include Dunia Finance LLC Dubai, where he was responsible for writing credit policy and doing loan appraisal. Hiten is a BE from Mumbai University, and is a Chartered Financial Analyst from CFA Institute, USA. He has also completed his Global MBA in Finance from S.P. Jain Centre of Management.
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