Why is it called a focused fund?

A focused fund invests in a limited number of high-conviction stocks. By concentrating on selected ideas, the fund aims to create meaningful long-term wealth while maintaining diversification across sectors and market caps.

How many stocks does HDFC Focused Fund invest in?

As per its investment mandate, the fund invests in up to 30 companies.

Is HDFC Focused Fund diversified?

Yes. Although the portfolio is focused, diversification is maintained across sectors and market capitalization segments to help manage risk.

Who should consider investing in this fund?

This fund may suit investors looking for long-term capital growth and who are comfortable with a focused equity strategy and short-term market volatility.

Does the fund invest across market caps?

Yes. The fund has flexibility to invest across large-cap, mid-cap and small-cap stocks based on market opportunities and valuation attractiveness.

What is the ideal investment horizon for this fund?

A long-term horizon of 5 years or more is generally preferred to potentially benefit from the fund’s focused investment strategy.

Is this fund suitable for SIP investments?

Yes. Investors looking to invest gradually and benefit from market averaging may consider investing through a Systematic Investment Plan (SIP).

What are the risks involved in this fund?

Since the fund invests in equities and follows a focused strategy, it may experience short-term market volatility. Investors should evaluate their risk appetite and consult their financial adviser if needed.

What is the minimum SIP amount in HDFC Focused Fund?

The minimum SIP amount for HDFC Focused Fund is ₹100 (or as specified by the scheme). Investors can start investing with small periodic contributions and increase the amount over time based on their financial goals.

What benchmark does HDFC Focused Fund track?

HDFC Focused Fund is benchmarked against NIFTY 500 Total Returns Index (TRI), which reflects the performance of companies across large-cap, mid-cap and small-cap segments.

HDFC Focused Fund

Equity

DIRECTREGULAR

The Selected Few. Handpicked for You.

An open-ended equity scheme investing in maximum 30 stocks in large-cap, mid-cap and small-cap category (i.e. Multi-Cap)

Portfolio of up to 30 high-conviction stocks backed by deep research
Flexible allocation across large, mid & small caps
Designed to generate better risk-adjusted returns through Focus + Diversification (across Market Caps and Sectors)
Managed with a long-term strategic investment approach (As per current investment strategy; subject to change depending on market conditions).

What is HDFC Focused Fund?

HDFC Focused Fund is an open-ended equity mutual fund that invests in a maximum of 30 carefully selected stocks across market capitalisations. The fund aims to generate long-term capital appreciation through high-conviction investment ideas backed by strong research.

Why invest in HDFC Focused Fund?

Focused Yet Diversified
A concentrated portfolio of up to 30 stocks allows meaningful allocation to high-conviction ideas while managing risk through sector and market-cap diversification.
High-Conviction Stock Selection
Investment decisions are backed by deep in-house research, focusing on businesses with strong fundamentals and sustainable growth potential.
Flexible Market Cap Allocation
The scheme can invest across large, mid and small caps based on relative attractiveness and valuation opportunities.
Long-Term Investing Philosophy
Designed for investors who believe that stock prices reflect intrinsic value over time, supported by a medium-to-long-term investment approach.

Who can consider HDFC Focused Fund?

Investors seeking long-term capital appreciation
Those comfortable with a focused portfolio approach
Investors looking for exposure across market caps through selected high-conviction ideas
Individuals willing to stay invested through short-term volatility for long-term growth

How to start investing

Investors can start investing in HDFC Focused Fund through the following steps:

Complete your KYC
Keep PAN, Aadhaar and bank details ready.
Visit HDFC Mutual Fund Website / App
Go to the fund page and click Invest Now.
Choose Investment Mode
SIP – invest a fixed amount monthly
Lump Sum – invest one time
Select Plan & Option
Direct or Regular Plan
Growth or IDCW option
Enter Amount & Payment Details
Set SIP date or make payment online.
Confirm & Start Investing
Your investment will be processed and units will be allotted.

Returns

14.34%

Inception Date

01/01/2013

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

3 Years and above

Entry Load

An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.

TER

The Total Expense Ration (TER) represents the costs for running and managing a Mutual Fund scheme. It is calculated as a percentage of the scheme’s average Net Asset Value (NAV). The daily NAV of a Mutual Fund is disclosed after deducting these expenses.

Disclaimer

Including Additional Expenses and Goods and Service Tax on Management Fees, if any. Click here to view the Total Expense Ratio

0.68

Lock in

A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.

NAV NA

Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.

AUM (31/03/2026)

Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.

₹24,169.51 Cr.

Benchmark

A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.

NIFTY 500 Total Retu...

NIFTY 500 Total Returns Index

Nav Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty 500 TRI ## BSE Sense...Read More

Fund Managers

Top 10 Holdings

As on 31 Mar 2026

Downloads

HDFC Focused Fund

SID - HDFC Focused Fund dated November 21, 2025

KIM - HDFC Focused Fund dated November 21, 2025

HDFC Focused Fund Presentation (October 2025)

Fund Facts - HDFC Focused Fund_March 26.pdf

Leaflet

Exit Load

● In respect of each purchase/switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment.
● No Exit Load is payable if Units are redeemed/switched-out after 1 year from the date of allotment.
No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment

Product Labelling

Benchmark Riskometer

very high

This product is suitable for investors who are seeking~
• to generate long-term capital appreciation/income
• investments in equity & equity related instruments of up to 30 companies
~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

HDFC Focused Fund

Nav Performance

Fund Managers

Mr. Amit B Ganatra

Mr. Dhruv Muchhal

Top 10 Holdings

Downloads

Product Labelling

Benchmark Riskometer

FAQs

What is HDFC Focused Fund?

Why is it called a focused fund?

How many stocks does HDFC Focused Fund invest in?

Is HDFC Focused Fund diversified?

Who should consider investing in this fund?

Does the fund invest across market caps?

What is the ideal investment horizon for this fund?

Is this fund suitable for SIP investments?

What are the risks involved in this fund?

What is the minimum SIP amount in HDFC Focused Fund?

What benchmark does HDFC Focused Fund track?

INVESTORS

DISTRIBUTORS