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Best focused mutual funds to invest in January 2025


Published on 2025-01-13 14:01:33 - MSN
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  • According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions when it comes to investing- like flexi cap schemes they can invest in any market capitalisations and sectors.

The article from MSN Money discusses the best focused mutual funds to invest in as of January 2025. Focused mutual funds are investment vehicles that concentrate their investments in a limited number of stocks, typically between 20 to 30, which can lead to higher returns but also come with increased risk due to less diversification. The article highlights several top-performing funds based on their historical performance, risk-adjusted returns, and fund manager expertise. Funds like SBI Focused Equity Fund, Axis Focused 25 Fund, and ICICI Prudential Focused Equity Fund are mentioned for their strong track records. It also provides insights into why investors might consider these funds, including their potential for alpha generation, the importance of fund manager skill in stock selection, and the need for investors to align their risk tolerance with the fund's strategy. The piece concludes by advising investors to consider their investment horizon, risk appetite, and to possibly consult with a financial advisor before investing in such concentrated portfolios.

Read the Full MSN Article at:
[ https://www.msn.com/en-in/money/investment/best-focused-mutual-funds-to-invest-in-january-2025/ar-BB1rlqws ]