Focused Mutual Funds — Live NAV & Returns

Focused funds hold a concentrated portfolio (a capped number of stocks, often up to 30). Higher conviction per holding can raise both the potential reward and the risk versus a diversified fund.

There are about 29 Focused schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.

Across the Focused funds listed here, the median 3-year return is about 9.5% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.

Focused funds suit investors with a multi-year horizon (typically 5–7 years or more) who can tolerate market ups and downs in exchange for long-term growth potential. Money you need within a couple of years should not be here.

You can invest in Focused funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.

Equity-oriented funds (including arbitrage) are taxed as equity: short-term gains at a fixed rate, and long-term gains beyond the holding period at a concessional rate with an annual exemption. Rates are set by the Finance Act and can change — confirm the current figures with a Chartered Accountant.