Fund SIP returns · Focused Funds

Focused Fund SIP returns compared

27 focused funds, ordered by the XIRR of a monthly SIP over the same last 5 years, so every fund is measured over identical dates. Funds with under 5 years of history are listed last. Official AMFI NAVs, as of 4 Oct 2026.

Fund	Data from	5-yr SIP XIRR (to today)	Ahead of Nifty 500 index fund	Median rolling 5-yr	Worst rolling 5-yr	5-yr SIPs that lost money
Invesco India Focused Fund	Oct 2020	15.6%	100%37 3-yr SIPs	17.1%	11.1%	0%
Motilal Oswal Focused Fund	Jun 2013	14.0%	16%49 3-yr SIPs	12.1%	-0.6%	1%
ICICI Prudential Focused Fund	Jun 2009	13.3%	100%49 3-yr SIPs	15.3%	-6.8%	1%
HDFC Focused Fund	Apr 2006	13.0%	100%49 3-yr SIPs	14.8%	-11.7%	5%
SBI Focused Fund	Apr 2006	12.9%	45%49 3-yr SIPs	16.7%	1.1%	0%
Bandhan Focused Fund	Jun 2008	12.4%	57%49 3-yr SIPs	11.6%	-5.2%	1%
HSBC Focused Fund	Aug 2020	12.3%	87%39 3-yr SIPs	14.5%	9.9%	0%
Quant Focused Fund	Sep 2008	11.6%	76%49 3-yr SIPs	18.8%	-6.7%	1%
Kotak Focused Fund	Aug 2019	11.0%	73%49 3-yr SIPs	17.2%	11.0%	0%
JM Focused Fund	Aug 2010	10.3%	71%49 3-yr SIPs	12.6%	-5.3%	2%
DSP Focused Fund	Jul 2010	10.2%	63%49 3-yr SIPs	14.4%	-6.9%	2%
360 ONE Focused Fund	Nov 2014	9.8%	76%49 3-yr SIPs	19.7%	1.4%	0%
Mahindra Manulife Focused Fund	Dec 2020	9.8%	97%35 3-yr SIPs	14.7%	9.9%	0%
Union Focused Fund	Sep 2019	9.5%	22%49 3-yr SIPs	13.5%	7.4%	0%
Aditya Birla Sun Life Focused Fund	Apr 2006	9.4%	51%49 3-yr SIPs	13.7%	-5.6%	1%
Canara Robeco Focused Fund	Jun 2021	9.4%	100%29 3-yr SIPs	12.4%	9.4%	0%
Nippon India Focused Fund	Jan 2007	7.6%	51%49 3-yr SIPs	17.2%	-10.0%	2%
UTI Focused Fund (30 stocks)	Sep 2021	7.4%	42%26 3-yr SIPs	9.1%	7.5%	0%
Tata Focused Fund	Dec 2019	6.7%	70%47 3-yr SIPs	16.1%	6.8%	0%
Axis Focused Fund	Jul 2012	5.8%	6%49 3-yr SIPs	12.4%	0.3%	0%
Mirae Asset Focused Fund	Jun 2019	5.8%	6%49 3-yr SIPs	12.9%	2.2%	0%
Franklin India Focused Equity Fund	Aug 2007	4.8%	84%49 3-yr SIPs	17.3%	-7.8%	2%
Baroda BNP Paribas Focused Fund	Apr 2022	—	11%19 3-yr SIPs	—	—	—
Edelweiss Focused Fund	Aug 2022	—	100%15 3-yr SIPs	—	—	—
ITI Focused Fund	Jul 2023	—	—	—	—	—
LIC MF Focused Fund	Aug 2023	—	—	—	—	—
Sundaram Focused Fund	Jan 2022	—	27%22 3-yr SIPs	—	—	—

Direct plan where it has 3+ years of history, otherwise Regular. Rolling columns use the plan with the longer history and cover each fund's own history (see “Data from”), so they are not comparable across funds with different start dates. “Ahead of Nifty 500 index fund” is the share of rolling SIPs (5-year where that spans 3+ years of start dates, else 3-year) in which the fund beat a Nifty 500 index fund on the same dates; it only covers months since that index fund launched. Ordering is by historical figures only — it is not a ranking of which fund to buy. Past performance does not indicate future returns.

Focused Fund comparisons, head to head

The same SIP on identical dates in two funds. All comparisons.