Focused equity mutual fund

Tue, 12 May 2026 00:00:00 +0000

A focused equity mutual fund in India is an open-ended equity scheme that invests in a concentrated portfolio of a maximum of 30 stocks, with a minimum of 65% of its total assets in equity and equity-related instruments. SEBI ’s October 2017 scheme categorisation circular created this category to distinguish high-conviction, concentrated equity portfolios from broadly diversified equity funds. Unlike large-cap , mid-cap , or flexi-cap funds , focused funds have no mandatory market-cap allocation; the 30 stocks may be spread across large-cap, mid-cap, and small-cap at the fund manager’s discretion.

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Focused equity mutual fund