HDFC Focused Fund

FocusedDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

HDFC Focused Fund is a Focused fund run by HDFC Mutual Fund. On 30-09-2026, it managed ₹26,553 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 15.4% a year and its Regular plan returned 14.2% a year. Its benchmark, Nifty 500 TRI, returned 10.2% a year over the same 3 years.

NAV (Direct plan): ₹259.60; ▲ 0.19%30-10-2026
NAV (Regular plan): ₹226.16; ▲ 0.19%30-10-2026
Expense ratio: 0.83%Direct1.71%Regular; 0.83%; A year
Riskometer: Very High; Set by the fund house
3 year return: 15.4%Direct14.2%Regular; 15.4%; A year

HDFC Focused Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹259.60 (up 0.19% that day); Regular Plan Growth ₹226.16 (up 0.19% that day).

This fund (Direct plan)

₹259.604

HDFC Focused Fund Returns vs Nifty 500 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	+1.31%	−3.40%	+2.13%	−4.98%	+15.40%	+15.90%	+14.35%
This fund (Regular)	+1.23%	−3.61%	+1.68%	−5.86%	+14.19%	+14.55%	+13.09%
Nifty 500 TRI	−0.75%	−6.05%	−2.83%	−7.34%	+10.22%	+8.81%	+12.51%
Focused average	−1.00%	−4.12%	+1.39%	−3.09%	+12.30%	+10.21%	+13.15%
Best in Focused	+2.11%	+5.18%	+17.02%	+19.34%	+21.38%	+15.90%	+15.20%
Worst in Focused	−5.18%	−8.77%	−5.73%	−14.35%	+7.49%	+3.36%	+11.36%
Rank in Focused	3/28	9/28	11/28	15/28	4/27	1/22	4/13

Category rows compare the Direct plans of 28 Focused funds. Rank 1 is the highest return.

HDFC Focused Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty 500 TRI
2026to date	−4.54%	−5.27%	−7.51%
2025	+12.05%	+10.93%	+7.76%
2024	+25.44%	+23.97%	+16.24%
2023	+31.32%	+29.58%	+26.91%
2022	+19.93%	+18.29%	+4.25%
2021	+41.78%	+40.11%	+31.60%

HDFC Focused Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,667 periods, one for each trading day from 01-01-2016 to 30-10-2026.

−10%0%10%20%30%40%

Nov 2013
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025

HDFC Focused Fund (Direct)Nifty 500 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	3,155	15.6%	−38.5%	93.4%	18%	11.2%	61%
2 years	2,913	18.7%	−20.5%	57.0%	11%	15.3%	62%
3 years	2,667	17.0%	−11.2%	41.6%	8%	14.9%	62%
5 years	2,174	15.0%	−2.7%	36.8%	1%	14.8%	56%
7 years	1,685	14.4%	5.4%	21.1%	0%	14.2%	53%
10 years	941	15.8%	13.6%	18.8%	0%	14.5%	100%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	154	15.7%	−53.0%	108.0%	20%	12.4%	64%
2 years	142	18.7%	−32.2%	48.0%	16%	12.4%	64%
3 years	130	17.0%	−23.6%	35.2%	9%	14.8%	64%
5 years	106	16.7%	−10.6%	33.2%	7%	15.5%	55%
7 years	82	17.1%	−2.7%	25.8%	1%	15.3%	62%
10 years	46	18.1%	14.5%	20.5%	0%	15.2%	100%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty 500 TRI over the same days. Past returns do not promise future returns.

HDFC Focused Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	HDFC Focused Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	−4.98%	−7.34%
Standard deviation	13.40%	14.48%
Sharpe ratio	-0.76	-0.87
Sortino ratio	-1.03	-1.16
Maximum drawdown	−14.0% (30-03-2026)	−14.7% (30-03-2026)
Beta	0.89	1.00
Alpha	+0.93%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	HDFC Focused Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	+15.40%	+10.22%
Standard deviation	11.76%	14.30%
Sharpe ratio	0.80	0.29
Sortino ratio	1.12	0.40
Maximum drawdown	−14.0% (30-03-2026)	−18.6% (28-02-2025)
Beta	0.77	1.00
Alpha	+6.13%	0.00%

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	HDFC Focused Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	+15.90%	+8.81%
Standard deviation	12.24%	14.36%
Sharpe ratio	0.83	0.21
Sortino ratio	1.15	0.28
Maximum drawdown	−14.0% (30-03-2026)	−18.6% (28-02-2025)
Beta	0.81	1.00
Alpha	+7.68%	0.00%

From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	HDFC Focused Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	+14.35%	+12.51%
Standard deviation	15.72%	16.04%
Sharpe ratio	0.57	0.44
Sortino ratio	0.77	0.59
Maximum drawdown	−45.6% (23-03-2020)	−38.1% (23-03-2020)
Beta	0.92	1.00
Alpha	+2.41%	0.00%

From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	HDFC Focused Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	+14.42%	+12.85%
Standard deviation	16.45%	15.83%
Sharpe ratio	0.51	0.43
Sortino ratio	0.69	0.58
Maximum drawdown	−45.6% (23-03-2020)	−38.1% (23-03-2020)
Beta	0.97	1.00
Alpha	+1.77%	0.00%

From daily NAVs, 01-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−50%−40%−30%−20%−10%0%

2014201620182020202220242026

HDFC Focused Fund (Direct)Nifty 500 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
HDFC Focused Fund (Direct)	−45.6%	08-01-2018	23-03-2020	02-02-2021	10 months	−6.2%
Nifty 500 TRI	−38.1%	17-01-2020	23-03-2020	06-11-2020	7 months	−8.8%

From the Direct plan's daily NAV since 01-01-2013, adjusted for unit splits, and Nifty 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

HDFC Focused Fund vs Other Focused Funds

The five Focused funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Invesco India Focused Fund	1/27	6,229	0.70%	+3.30%	+21.38%	+11.34%	1.04	0.96	1.35	Compare
ICICI Prudential Focused Fund	2/27	17,168	1.12%	−4.91%	+16.41%	+6.86%	0.91	0.77	1.09	Compare
ITI Focused Fund	3/27	607	0.90%	−0.70%	+15.80%	+5.33%	1.06	0.61	0.82	Compare
HDFC Focused Fund	4/27	26,553	0.83%	−4.98%	+15.40%	+6.13%	0.77	0.80	1.12
SBI Focused Fund	5/27	50,180	0.82%	+3.97%	+15.26%	+6.11%	0.76	0.76	1.05	Compare

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

HDFC Focused Fund Expense Ratio and Costs

What each plan charges a year, in force from 16-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Focused median	Cost rank (1 = cheapest)
Direct	0.63%	0.02%	0.00%	0.18%	0.83%	1.10%	4/28
Regular	1.37%	0.02%	0.00%	0.32%	1.71%	2.23%	2/28

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Focused funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−5.86%	−4.98%	0.88%	₹94,140	₹95,020
3 years	14.19%	15.40%	1.21% a year	₹1,48,896	₹1,53,680
5 years	14.55%	15.90%	1.35% a year	₹1,97,231	₹2,09,130
10 years	13.09%	14.35%	1.26% a year	₹3,42,170	₹3,82,262

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

HDFC Focused Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 01-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planHDFC Focused Fund (Direct)	₹16,60,000	₹52,73,995	₹36,13,995	15.4%
Regular planHDFC Focused Fund (Regular)	₹16,60,000	₹47,88,941	₹31,28,941	14.2%
Nifty 500 TRI	₹16,60,000	₹42,32,214	₹25,72,214	12.6%
Category averageCategory average, 28 Focused funds	₹16,60,000	₹47,99,942	₹31,39,942	14.2%

₹0₹20.0 L₹40.0 L₹60.0 L

2014201620182020202220242026

Direct planHDFC Focused Fund (Direct)Regular planHDFC Focused Fund (Regular)Nifty 500 TRICategory averageCategory average, 28 Focused fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

HDFC Focused Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

95.2%Equity

Asset	Fund	Category
Equity	95.2%	93.9%
Cash and others	4.6%	5.0%
Debt	0.2%	1.2%

Market cap of stocks

Market cap	Fund	Category
Large Cap	74.2%	57.8%
Mid Cap	13.5%	18.9%
Small Cap	7.5%	15.4%

Share of the whole fund. Category: the average of the Focused funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

HDFC Focused Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks37.6%
Automobiles8.6%
Retailing7.1%
Pharmaceuticals & Biotechnology6.5%
Healthcare Services4.7%
Transport Services4.0%
Consumer Durables3.6%
IT - Software3.5%
Telecom - Services3.2%
Insurance3.0%

The ten largest of 17 sectors. The other 7 add up to 13.4%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	36.4%	37.0%	37.6%	+1.2%
Automobiles	9.1%	8.9%	8.6%	−0.5%
Retailing	6.9%	7.1%	7.1%	+0.2%
Pharmaceuticals & Biotechnology	6.4%	6.6%	6.5%	+0.1%
Healthcare Services	1.4%	4.4%	4.7%	+3.3%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

HDFC Focused Fund Portfolio Holdings

As on 30-09-2026 · 31 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
ICICI Bank Ltd.	Banks	9.16%	0.0%
HDFC Bank Ltd.	Banks	7.83%	+2.8%
Kotak Mahindra Bank Limited	Banks	6.91%	+13.9%
Axis Bank Ltd.	Banks	6.24%	−9.9%
State Bank of India	Banks	5.10%	0.0%
Eternal Limited	Retailing	4.87%	−1.9%
Sun Pharmaceutical Industries Ltd.	Pharmaceuticals & Biotechnology	4.07%	0.0%
InterGlobe Aviation Ltd.	Transport Services	4.00%	+1.1%
HCL Technologies Ltd.	IT - Software	3.54%	−10.0%
Maruti Suzuki India Limited	Automobiles	3.40%	+2.4%
Aster DM Quality Care Limited	Healthcare Services	3.30%	+12.9%
Eicher Motors Ltd.	Automobiles	3.22%	0.0%
Bharti Airtel Ltd.	Telecom - Services	3.20%	0.0%
SBI Life Insurance Company Ltd.	Insurance	3.02%	−8.3%
Bosch Limited	Auto Components	2.51%	0.0%
Cipla Ltd.	Pharmaceuticals & Biotechnology	2.40%	0.0%
Adani Green Energy Limited	Power	2.36%	0.0%
Havells India Ltd.	Consumer Durables	2.32%	0.0%
Karur Vysya Bank Ltd.	Banks	2.32%	0.0%
Fsn Ecommerce Ventures Limited (Nykaa)	Retailing	2.23%	0.0%
Hyundai Motor India Limited	Automobiles	1.95%	0.0%
JSW Infrastructure Limited	Transport Infrastructure	1.93%	0.0%
Nexus Select Trust REIT	Realty	1.89%
Tata Steel Ltd.	Ferrous Metals	1.78%	−19.6%
Chalet Hotels Ltd.	Leisure Services	1.76%	0.0%
Metropolis Healthcare Ltd.	Healthcare Services	1.39%	0.0%
Amber Enterprises India Ltd.	Consumer Durables	1.30%	0.0%
PB Fintech Limited	Financial Technology (Fintech)	1.17%	New
CG Power and Industrial Solutions Ltd.	Electrical Equipment	1.14%	0.0%
Restaurant Brands Asia Limited	Leisure Services	0.77%	0.0%
7.38% GOI MAT 200627 · Government security	Sovereign	0.19%

HDFC Focused Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

HDFC Bank Ltd.	Added	+2.8%	7.83%
Kotak Mahindra Bank Limited	Added	+13.9%	6.91%
Axis Bank Ltd.	Reduced	−9.9%	6.24%
Eternal Limited	Reduced	−1.9%	4.87%
InterGlobe Aviation Ltd.	Added	+1.1%	4.00%
HCL Technologies Ltd.	Reduced	−10.0%	3.54%
Maruti Suzuki India Limited	Added	+2.4%	3.40%
Aster DM Quality Care Limited	Added	+12.9%	3.30%
SBI Life Insurance Company Ltd.	Reduced	−8.3%	3.02%
Tata Steel Ltd.	Reduced	−19.6%	1.78%
ESCORTS KUBOTA LIMITED	Sold out	−100%	was 1.43%
PB Fintech Limited	New	New	1.17%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What HDFC Focused Fund bought and sold

HDFC Focused Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
HDFC ELSS - Tax Saver FundELSS · HDFC	61.0%	22	Compare
HDFC Flexi Cap FundFlexi Cap · HDFC	60.1%	25	Compare
HDFC NIFTY Top 20 Equal Weight Index FundIndex · HDFC	44.5%	10	Compare
Mirae Asset Nifty Top 20 Equal Weight ETFETF · Mirae Asset	44.5%	10	Compare
Franklin India Focused Equity FundFocused · Franklin Templeton	44.0%	10	Compare
LIC MF BSE Sensex ETFETF · LIC	43.9%	12	Compare
Zerodha BSE SENSEX Index FundIndex · Zerodha	43.9%	12	Compare
SBI BSE Sensex Index FundIndex · SBI	43.8%	12	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

HDFC Focused Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 0.83%
Expense ratio (Regular): 1.71%
Category: Focused
Risk: Very High
Benchmark: Nifty 500 TRI
Launch date: 17-09-2004
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹26,552.92 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 118950
ISIN (Direct): INF179K01VK7
Scheme code (Regular): 102760
ISIN (Regular): INF179K01574
NAV history: From 01-01-2013, 13.8 years

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.

Tax on HDFC Focused Fund returns

HDFC Focused Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹259.604	30-10-2026
direct	IDCW	₹30.873	30-10-2026
regular	Growth	₹226.16	30-10-2026
regular	IDCW	₹22.994	30-10-2026

About HDFC Focused Fund

HDFC Focused Fund is a mutual fund from HDFC Mutual Fund. Its category is Focused. It was launched on 17-09-2004. Its benchmark is Nifty 500 TRI. At the end of September 2026 it held 31 securities.

Fund Manager

Amar Kalkundrikar
Fund manager of HDFC Focused Fund, since 01-02-2026
Gopal Agrawal
Fund manager of HDFC Focused Fund, since 01-09-2026
Bhagyesh Kagalkar
Fund manager of HDFC Focused Fund, since 26-08-2026

See all funds of HDFC Mutual Fund

AUM change

September 2026: ₹26,552.92 Cr; −5.84% from August 2026
August 2026: ₹28,200.67 Cr; +0.99% from July 2026
July 2026: ₹27,924.78 Cr; +2.28% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare HDFC Focused Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

HDFC Focused vs Invesco India FocusedFocused
HDFC Focused vs ICICI Prudential FocusedFocused
HDFC Focused vs ITI FocusedFocused
HDFC Focused vs SBI FocusedFocused
HDFC Focused vs HDFC ELSS - Tax Saver61.0% overlap
HDFC Focused vs HDFC Flexi Cap60.1% overlap
HDFC Focused vs HDFC NIFTY Top 20 Equal Weight Index44.5% overlap
HDFC Focused vs Mirae Asset Nifty Top 20 Equal Weight ETF44.5% overlap

Compare with any other fund

Frequently Asked Questions for HDFC Focused Fund

What is the current NAV of HDFC Focused Fund?

The Direct plan NAV is ₹259.604. The Regular plan NAV is ₹226.16, as on 30-10-2026.

What are the returns of HDFC Focused Fund?

The Direct plan returned −4.98% in 1 year, +15.40% a year over 3 years, +15.90% a year over 5 years. The Regular plan returned −5.86% in 1 year, +14.19% a year over 3 years, +14.55% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of HDFC Focused Fund?

The Direct plan charges 0.83% a year. The Regular plan charges 1.71% a year. This is the figure the fund house reported to AMFI, in force from 16-10-2026.

What is the AUM of HDFC Focused Fund?

HDFC Focused Fund managed ₹26,552.92 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of HDFC Focused Fund?

At the end of September 2026 the largest holdings were ICICIBANK (9.16%), HDFCBANK (7.83%), KOTAKBANK (6.91%), AXISBANK (6.24%), SBIN (5.10%). The fund held 31 securities in all.

What did HDFC Focused Fund buy and sell in September 2026?

It bought 1 new stock: PB Fintech Limited. It sold out of 1: ESCORTS KUBOTA LIMITED. It added shares in 5. It reduced 5.

How do I invest in HDFC Focused Fund?

Through HDFC Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of HDFC Focused Fund?

Amar Kalkundrikar (since 01-02-2026), Gopal Agrawal (since 01-09-2026), Bhagyesh Kagalkar (since 26-08-2026).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.