These Two Top Rated Focused Fund Offered Close To 50% Returns On 2 Years Of SIP

Mutual funds investments are gaining popularity among new investors. On that, SIP is now being one of the best and smartest investment strategies adopted by the first-time investor and those who want to start investing in volatile markets with good returns. SIP helps in investing a small amount monthly or on a quarterly basis in the respective funds. These two focused funds are good to consider for SIP as the fund's SIP investment returns are good over the year.

Should You Add Focused Funds To Your Portfolio?

A focused mutual fund is an equity mutual fund that invests in a small number of stocks. According to SEBI standards, these funds can only invest in a maximum of 30 equities. Focused Funds can invest in stocks of any market capitalization. These funds invest in small, mid, and large-cap firms since they have no restrictions. They can also modify the split between firm sizes based on market conditions. As a result, you have a portfolio that is not only diversified across market capitalization but also flexible enough to alter as market conditions change. These funds make selected wagers, and the consequences of such bets may take a while to show. 

Nippon India Focused Equity Fund - Direct Plan-Growth

This is open-ended equity Focused mutual fund scheme launched 01 January 2013 by the Nippon India Mutual Fund. As of 28 February 2022, its assets under management are Rs 5,630.4 Crores. The NAV of the fund is Rs 81.0006 as of 21 March 2022. Its expense ratio is 1.31%, which is higher than its category average expense ratio. Rating agency CRISIL rated this fund3 stars. Currently, the fund is managed by Mr. Vinay Sharma and Mr. Prateek Poddar.  

The minimum investment for lump sum payment is Rs 5000 and for SIP is Rs 1000. Quant Focused fund Growth Option Direct Plan has no lock-in period. Its performance is average among its peers. However, its annual average returns are good compared to category annual average returns. The fund has offered 388.02% absolute return since its inception.

Annualised Returns

1-Year	2-Year	3-Year	5-Year	Since Inception
17.65%	50.85%	17.97%	15.48%	18.76%

SIP Returns- Absolute

1-Year	2-Year	3-Year	5-Year
5.61%	39.47%	49.07%	59.80%

 

 

 

Quant Focused Fund - Direct Plan-Growth

This is an equity large-cap mutual fund launched in 2103 by the Quant Mutual Fund. The fund's assets under management as of 28 February 2022 is 63.18 Crore, and Net Asset Value (NAV) as of 21 March 2022 is Rs 54.74 Crore. The fund expense ratio is 0.5%. The expense ratio is less than its category average ratio. It is a high risk open-ended small fund of its category. The fund is rated 4 stars by the rating agency CRISIL. Currently, the fund is managed by Mr. Sanjeev Sharma and Mr. Ankit A Pande.  

The minimum investment for lump sum payment is Rs 5000 and for SIP is Rs 1000. Quant Focused fund Growth Option Direct Plan has no lock-in period. It is delivered average performance among its peer funds in the category. However, its SIP returns in 5 Years are above 60%. Its annual average return is 17.29%.

Annualised Returns

1-Year	2-Year	3-Year	5-Year	Since Inception
19.41%	50.56%	20.88%	15.00%	17.29%

SIP Returns- Absolute

1-Year	2-Year	3-Year	5-Year
4.07%	36.33%	49.52%	61.77%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.