Peer Performance Report

Date Data as at 11 March 2024

Category Focused
Scheme Name AUM (In 6 Months Rank 1 Year Rank 3 Years Rank 5 Years Rank
Invesco India Focused Fund - Reg - Growth 2,267 27.99 1 55.38 1 19.88 5 -- --
Quant Focused Fund - Growth 733 25.71 2 54.08 2 24.77 2 22.56 1
JM Focused Fund - Growth 85 16.48 7 47.50 3 19.75 6 14.43 12
Mahindra Manulife Focused Fund - Reg - Growth 1,179 22.61 3 47.25 4 23.75 3 -- --
ICICI Prudential Focused Equity Fund - Ret - Growth 7,232 18.87 4 44.64 5 21.55 4 19.87 3
HDFC Focused 30 Fund - Growth 9,918 18.28 6 40.42 6 26.52 1 19.62 4
HSBC Focused Fund - Reg - Growth 1,599 16.18 9 40.38 7 16.82 10 -- --
Tata Focused Equity Fund - Reg - Growth 1,638 15.85 11 39.18 8 18.01 9 -- --
Bandhan Focused Equity Fund - Reg - Growth 1,505 14.05 12 37.95 9 13.56 19 14.39 13
DSP Focus Fund - Growth 2,220 11.49 18 37.65 10 13.92 18 14.67 11
Edelweiss Focused Fund - Reg - Growth 704 16.31 8 37.58 11 -- -- -- --
Aditya Birla Sun Life Focused Equity Fund - Growth 7,060 16.15 10 36.80 12 15.92 12 16.21 9
360 ONE Focused Equity Fund - Reg - Growth 6,636 12.74 17 36.71 13 18.41 8 22.09 2
Franklin India Focused Equity Fund - Growth 10,946 13.81 13 36.20 14 19.46 7 18.51 5
Baroda BNP Paribas Focused Fund - Reg - Growth 564 13.41 15 36.17 15 16.12 11 16.42 8
UTI Focused Fund - Reg - Growth 2,431 11.49 19 35.75 16 -- -- -- --
Canara Robeco Focused Equity Fund - Reg - Growth 2,213 13.67 14 34.60 17 -- -- -- --
Sundaram Focused Fund - Growth 1,017 10.98 21 33.33 18 15.25 13 17.96 6
Kotak Focused Equity Fund - Reg - Growth 3,136 12.91 16 32.07 19 15.22 15 -- --
Union Focused Fund - Reg - Growth 385 11.32 20 31.68 20 14.57 16 -- --
SBI Focused Equity Fund - Growth 30,736 6.60 24 30.66 21 14.03 17 16.1 10
Nippon India Focused Equity Fund - Reg - Growth 7,655 6.28 25 29.96 22 15.23 14 17.28 7
Axis Focused 25 Fund - Growth 13,538 10.46 22 28.88 23 6.59 23 12.29 16
Motilal Oswal Focused Fund - Reg - Growth 1,792 6.90 23 28.31 24 9.96 22 14.13 14
LIC MF Focused 30 Equity Fund - Reg - Growth 130 5.32 26 22.47 25 12.91 20 13.5 15
Mirae Asset Focused Fund - Reg - Growth 8,652 2.70 27 20.22 26 10.43 21 -- --
ITI Focused Equity Fund - Reg - Growth 320 18.28 5 -- -- -- -- -- --
Peer Group Average 13.96 36.76 16.64 16.88
S&P BSE 500 TRI 15.14 38.93 18.14 18.22