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Open Ended Schemes ( Equity Scheme - Focused Fund ) Mutual Funds in India

Quantitative risk-adjusted comparison across 84 AMFI-registered Open Ended Schemes ( Equity Scheme - Focused Fund ) schemes. Category Median 3Y CAGR: +11.00% p.a. • Category Median 3Y Sortino: 0.41.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 IDBI FOCUSED 30 EQUITY FUND - Growth Direct (AMFI 141920) IDBI Mutual Fund Direct Plan +20.52% 1.31 -35.37%
#2 IDBI FOCUSED 30 EQUITY FUND -IDCW Direct (AMFI 141918) IDBI Mutual Fund Direct Plan +20.52% 1.31 -35.37%
#3 HDFC Focused Fund - Growth Option - Direct Plan (AMFI 118950) HDFC Mutual Fund Direct Plan +17.23% 1.27 -45.63%
#4 IDBI FOCUSED 30 EQUITY FUND - Growth Regular (AMFI 141919) IDBI Mutual Fund Regular Plan +19.49% 1.21 -36.20%
#5 IDBI FOCUSED 30 EQUITY FUND - IDCW Regular (AMFI 141917) IDBI Mutual Fund Regular Plan +19.49% 1.21 -36.20%
#6 SBI FOCUSED FUND - DIRECT PLAN -GROWTH (AMFI 119727) SBI Mutual Fund Direct Plan +16.67% 1.15 -32.74%
#7 SBI Focused Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 119834) SBI Mutual Fund Direct Plan +16.67% 1.15 -32.74%
#8 HDFC Focused Fund - GROWTH PLAN (AMFI 102760) HDFC Mutual Fund Regular Plan +16.00% 1.12 -64.16%
#9 SBI FOCUSED FUND - REGULAR PLAN -GROWTH (AMFI 102756) SBI Mutual Fund Regular Plan +15.74% 1.05 -78.36%
#10 SBI Focused Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 102765) SBI Mutual Fund Regular Plan +15.74% 1.05 -81.00%
#11 Kotak Focused Fund- Direct Plan- Growth option (AMFI 147473) Kotak Mahindra Mutual Fund Direct Plan +16.71% 0.98 -36.33%
#12 Kotak Focused Fund-Direct Plan- Income Distribution cum capital withdrawal option (AMFI 147475) Kotak Mahindra Mutual Fund Direct Plan +16.71% 0.98 -36.32%
#13 Bandhan Focused Fund - Direct Plan - Growth (AMFI 118421) Bandhan Mutual Fund Direct Plan +16.41% 0.92 -37.54%
#14 Aditya Birla Sun Life Focused Fund - Growth - Direct Plan (AMFI 119564) Aditya Birla Sun Life Mutual Fund Direct Plan +15.21% 0.90 -36.73%
#15 Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option (AMFI 147472) Kotak Mahindra Mutual Fund Regular Plan +15.14% 0.83 -36.51%
#16 Kotak Focused Fund- Regular plan _ Growth Option (AMFI 147477) Kotak Mahindra Mutual Fund Regular Plan +15.14% 0.83 -36.51%
#17 ITI Focused Fund - Direct Plan - Growth (AMFI 151777) ITI Mutual Fund Direct Plan +16.16% 0.81 -18.44%
#18 Aditya Birla Sun Life Focused Fund -Growth Option (AMFI 103309) Aditya Birla Sun Life Mutual Fund Regular Plan +14.14% 0.79 -56.46%
#19 Bandhan Focused Fund - Regular Plan - Growth (AMFI 108592) Bandhan Mutual Fund Regular Plan +14.92% 0.78 -39.22%
#20 Sundaram Select Focus Direct Plan - Growth (AMFI 119578) Sundaram Mutual Fund Direct Plan +18.05% 0.77 -36.69%
#21 Sundaram Select Focus Institutional Plan - Growth (AMFI 108305) Sundaram Mutual Fund Regular Plan +18.05% 0.77 -51.05%
#22 DSP Focused Fund - Direct Plan - Growth (AMFI 119096) DSP Mutual Fund Direct Plan +14.30% 0.75 -39.30%
#23 Edelweiss Focused Fund - Direct Plan - Growth (AMFI 150376) Edelweiss Mutual Fund Direct Plan +14.13% 0.71 -17.15%
#24 Motilal Oswal Focused Fund - Direct Plan Growth Option (AMFI 122389) Motilal Oswal Mutual Fund Direct Plan +15.26% 0.70 -34.55%
#25 Sundaram Select Focus Regular Plan - Growth (AMFI 101537) Sundaram Mutual Fund Regular Plan +17.02% 0.70 -61.42%
#26 quant Focused Fund - Growth Option-Direct Plan (AMFI 120834) quant Mutual Fund Direct Plan +14.33% 0.65 -36.36%
#27 quant Focused Fund - IDCW Option - Direct Plan (AMFI 120835) quant Mutual Fund Direct Plan +14.32% 0.65 -42.51%
#28 DSP Focused Fund - Regular Plan - Growth (AMFI 112901) DSP Mutual Fund Regular Plan +13.10% 0.63 -39.42%
#29 ITI Focused Fund - Regular Plan - Growth (AMFI 151778) ITI Mutual Fund Regular Plan +14.07% 0.63 -19.04%
#30 Motilal Oswal Focused Fund - Regular Plan Growth Option (AMFI 122387) Motilal Oswal Mutual Fund Regular Plan +13.97% 0.60 -34.64%
#31 ITI Focused Fund - Direct Plan - IDCW (AMFI 151776) ITI Mutual Fund Direct Plan +13.77% 0.59 -18.83%
#32 Union Focused Fund - Direct Plan - Growth Option (AMFI 147492) Union Mutual Fund Direct Plan +12.96% 0.58 -33.96%
#33 Edelweiss Focused Fund - Regular Plan - Growth (AMFI 150382) Edelweiss Mutual Fund Regular Plan +12.36% 0.54 -17.82%
#34 Old Bridge Focused Fund - Direct Growth (AMFI 152358) Old Bridge Mutual Fund Direct Plan N/A 0.52 -18.94%
#35 Old Bridge Focused Fund - Direct IDCW (AMFI 152359) Old Bridge Mutual Fund Direct Plan N/A 0.52 -18.94%
#36 quant Focused Fund - IDCW Option - Regular Plan (AMFI 109274) quant Mutual Fund Regular Plan +12.64% 0.51 -45.40%
#37 quant Focused Fund - Growth Option - Regular Plan (AMFI 109275) quant Mutual Fund Regular Plan +12.63% 0.51 -45.41%
#38 Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option (AMFI 149533) Sundaram Mutual Fund Direct Plan +11.22% 0.49 -20.08%
#39 Union Focused Fund - Regular Plan - Growth Option (AMFI 147490) Union Mutual Fund Regular Plan +11.83% 0.48 -33.99%
#40 Old Bridge Focused Fund - Regular Growth (AMFI 152361) Old Bridge Mutual Fund Regular Plan N/A 0.42 -19.30%

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