1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Focused				Retuns as on 10-07-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
HDFC Focused Fund - GROWTH PLAN	05-09-2004	20,868.27	1.65	9.12	25.89	28.63	14.52	16.27
ICICI Prudential Focused Equity Fund - Growth	05-05-2009	12,243.51	1.71	7.85	25.3	25.86	15.0	14.77
Franklin India Focused Equity Fund - Growth Plan	05-07-2007	12,536.45	1.76	0.87	19.88	24.38	13.74	14.17
Nippon India Focused Fund -Growth Plan -Growth Option	26-12-2006	8,553.38	1.84	2.57	17.89	23.88	13.92	14.47
Quant Focused Fund - Growth Option - Regular Plan	01-08-2008	1,075.09	2.17	-4.62	19.57	23.48	14.49	13.61
360 ONE Focused Fund -Regular Plan - Growth	30-10-2014	7,592.68	1.8	-0.66	20.59	23.22	15.84	15.51
Tata Focused Equity Fund-Regular Plan-Growth	05-12-2019	1,847.49	2.03	-0.81	18.82	21.87	-	16.42
Kotak Focused Fund- Regular plan - Growth Option	05-07-2019	3,707.11	1.89	2.7	18.83	20.9	-	16.83
JM Focused Fund (Regular) - Growth Option	05-03-2008	289.46	2.37	-2.28	21.69	20.46	12.88	3.99
Aditya Birla Sun Life Focused Fund -Growth Option	05-10-2005	8,054.66	1.81	5.5	18.81	20.41	12.62	14.43
SBI FOCUSED FUND - REGULAR PLAN -GROWTH	01-10-2004	37,119.75	1.55	7.98	18.38	20.3	14.71	18.81
Bandhan Focused Fund - Regular Plan - Growth	16-03-2006	1,946.7	2.08	10.26	21.68	20.19	12.37	11.94
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	05-01-2013	1,112.64	2.26	0.79	17.97	20.05	13.33	15.21
DSP Focused Fund - Regular Plan - Growth	10-06-2010	2,627.6	2.01	5.02	21.58	20.02	11.92	11.96
Union Focused Fund - Regular Plan - Growth Option	05-08-2019	426.93	2.49	1.75	15.4	19.26	-	17.22
Mirae Asset Focused Fund Regular Plan Growth	05-05-2019	8,084.4	1.77	7.48	13.54	18.76	-	16.81
LIC MF Focused Fund-Regular Plan-Growth	13-11-2017	170.68	2.52	5.78	16.26	18.47	-	10.97
Axis Focused Fund - Regular Plan - Growth Option	02-05-2012	13,023.14	1.73	6.07	13.47	14.65	11.85	14.08
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	05-05-2013	1,519.13	2.14	-6.12	12.64	14.18	10.22	12.86
Old Bridge Focused Fund - Regular Growth	24-01-2024	1,909.03	2.09	6.31	-	-	-	14.09
ITI Focused Fund - Regular Plan - Growth	19-06-2023	510.66	2.35	3.93	-	-	-	23.3
Edelweiss Focused Fund - Regular Plan - Growth	26-07-2022	1,000.94	2.19	1.2	-	-	-	18.62
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	06-10-2017	717.79	2.28	-3.61	17.48	-	-	14.98
UTI Focused Fund - Regular Plan - Growth Option	25-08-2021	2,672.76	1.96	0.05	17.73	-	-	12.16
Canara Robeco Focused Fund - Regular Plan - Growth Option	05-05-2021	2,743.48	1.93	8.91	21.04	-	-	17.86
Mahindra Manulife Focused Fund - Regular Plan - Growth	01-11-2020	2,186.31	1.97	0.18	22.92	-	-	23.62
Invesco India Focused Fund - Growth	08-09-2020	4,153.39	1.87	8.2	27.17	-	-	24.63
HSBC Focused Fund - Regular Growth	22-07-2020	1,720.83	2.11	4.09	19.9	-	-	20.42
Equity: Focused	-	-	-	3.16	19.38	21.0	13.39	15.71
NIFTY 50 TRI	-	-	-	5.49	17.36	20.1	13.11	13.98

Trailing Return of Funds

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