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Best Focused Mutual Funds: Focused Mutual Funds Investment For 2022

We’ve compiled a list of the best focused funds that you can invest in. These funds are handpicked by Cube’s advisor who’s been managing wealth for HNIs and Ultra HNIs for 20+ years!
April 18, 2024
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Equity funds are known to generate lucrative returns by investing in a basket of stocks. But, have you ever noticed that the term “basket” is often loosely defined?

Truth is, most equity funds hold 50 to 60 stocks in their portfolio on average. You might think that holding these many stocks gives equity funds the upper hand, especially when it comes to optimizing gains. 

That may not always be the case. Unless the equity fund is managed correctly, holding too many stocks could mean that the risks outweigh the benefits. That’s why focused mutual funds take a different route.  

What Is A Focused Mutual Fund?

A focused fund is an equity fund that invests in a select number of stocks, often between 25 to 30 but capped at the latter. Furthermore, focused funds have the freedom to invest across industries, sectors, and caps.

This gives focused funds the advantage of investing in a small number of well-researched stocks to generate lucrative returns, generally in the range of 14-16% over the long term.  

At the same time, focused funds are prone to certain risks. For example, investing in a small number of stocks means that price swings can drastically affect the overall performance of the portfolio. 

That said, most focused funds, although aggressive, are known to be geared towards large cap st

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