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Fund Nav

Fund Name	NAV Date	NAV	Rupee Change	Percent Change
IIFL Focused Equity Fund - Regular Plan - Dividend	29/Sep/2023	31.7881	0.1241	0.3919%
IIFL Focused Equity Fund -Regular Plan - Growth	29/Sep/2023	35.9286	0.1403	0.3920%
IIFL Focused Equity Fund - Direct Plan - Dividend	29/Sep/2023	39.615	0.1569	0.3976%
IIFL Focused Equity Fund-Direct Plan-Growth	29/Sep/2023	40.0232	0.1586	0.3978%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Iifl Focused Equity Fund Analysis

Performance Summary of Fund

Bmsmoney Focussed Fund Category Rank: 2

Positive Aspects of Fund

Negative Aspects of Fund

Iifl Focused Equity Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	2.60	1.93	Yes	Yes	No	4/24	0.67 / 4.18
1M Rolling Return %	1.93	1.59	Yes	No	No	8/25	0.04 / 3.06
3M Return %	6.43	6.53	No	No	No	12/24	1.01 / 11.10
3M Rolling Return %	5.46	4.26	Yes	Yes	No	6/24	0.88 / 6.64
6M Return %	21.41	20.79	Yes	No	No	8/24	16.79 / 26.71
6M Rolling Return %	9.44	6.19	Yes	Yes	No	1/24	1.04 / 9.44
1Y Return %	24.76	19.11	Yes	Yes	No	3/24	5.64 / 29.57
1Y Rolling Return %	12.59	9.77	Yes	Yes	No	4/19	-1.41 / 21.97
3Y Return %	25.55	23.09	Yes	No	No	6/17	13.12 / 32.83
3Y Rolling Return %	22.80	17.00	Yes	Yes	No	1/14	9.88 / 22.80
5Y Return %	20.48	14.32	Yes	Yes	No	1/13	9.56 / 20.48
Standard Deviation	13.90	14.81	Yes	Yes	No	4/17	12.68 / 17.59
Semi Deviation	9.56	9.93	Yes	No	No	9/17	8.83 / 11.77
Max Drawdown	-15.22	-12.91	No	No	Yes	14/17	-22.93 / -5.26
VaR 1 Y	-14.79	-14.92	Yes	No	No	10/17	-21.68 / -11.73
Average Drawdown	-7.59	-6.00	No	No	Yes	14/17	-14.15 / -3.37
Sharpe Ratio	1.40	1.06	Yes	Yes	No	2/17	0.47 / 1.56
Sterling Ratio	1.10	1.09	Yes	No	No	7/17	0.48 / 2.10
Sortino Ratio	0.82	0.62	Yes	Yes	No	2/17	0.26 / 0.97
Jensen Alpha	5.47	0.75	Yes	Yes	No	3/17	-11.14 / 11.48
Treynor Ratio	0.22	0.17	Yes	Yes	No	3/17	0.07 / 0.27
Modigliani Square measure	29.40	23.58	Yes	Yes	No	2/17	13.19 / 31.20
Active Return	2.30	-1.45	Yes	Yes	No	5/17	-8.72 / 6.03

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Sept. 29, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

June 30, 2023} _{KPIs: Key Performance Indicators}

Iifl Focused Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Iifl Focused Equity Fund

Top Performing Funds in Focussed Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Franklin India Focused Equity Fund	4	The Franklin India Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Franklin India Focused Equity Fund performance snapshot section.	20.53%	31.52%	-10.52%	-14.41%	1.20	0.75	0.42
Hdfc Focused 30 Fund	3	The Hdfc Focused 30 Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Hdfc Focused 30 Fund performance snapshot section.	23.58%	32.83%	-5.26%	-15.00%	1.56	0.97	0.38
Icici Prudential Focused Equity Fund	1	The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Focused Equity Fund performance snapshot section.	23.75%	25.71%	-9.93%	-13.05%	1.27	0.76	0.38
Iifl Focused Equity Fund	2	The Iifl Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Iifl Focused Equity Fund performance snapshot section.	24.76%	25.55%	-15.22%	-14.79%	1.40	0.82	0.42

Iifl Focused Equity Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	2.68	2.03	Yes	Yes	No	4/24	0.79 / 4.33
1M Rolling Return %	2.03	1.70	Yes	No	No	8/25	0.12 / 3.13
3M Return %	6.69	6.87	No	No	No	12/24	1.25 / 11.58
3M Rolling Return %	5.74	4.59	Yes	Yes	No	5/24	1.11 / 7.02
6M Return %	22.03	21.55	Yes	No	No	10/24	17.65 / 27.27
6M Rolling Return %	10.00	6.86	Yes	Yes	No	2/24	1.59 / 10.05
1Y Return %	26.03	20.64	Yes	Yes	No	3/24	6.65 / 30.69
1Y Rolling Return %	13.84	11.11	Yes	Yes	No	4/19	-0.30 / 23.65
3Y Return %	26.89	24.57	Yes	No	No	6/17	14.35 / 34.53
3Y Rolling Return %	24.32	18.31	Yes	Yes	No	1/14	11.25 / 24.32
5Y Return %	21.96	15.61	Yes	Yes	No	1/13	10.84 / 21.96
Standard Deviation	13.90	14.81	Yes	Yes	No	4/17	12.68 / 17.59
Semi Deviation	9.56	9.93	Yes	No	No	9/17	8.83 / 11.77
Max Drawdown	-15.22	-12.91	No	No	Yes	14/17	-22.93 / -5.26
VaR 1 Y	-14.79	-14.92	Yes	No	No	10/17	-21.68 / -11.73
Average Drawdown	-7.59	-6.00	No	No	Yes	14/17	-14.15 / -3.37
Sharpe Ratio	1.40	1.06	Yes	Yes	No	2/17	0.47 / 1.56
Sterling Ratio	1.10	1.09	Yes	No	No	7/17	0.48 / 2.10
Sortino Ratio	0.82	0.62	Yes	Yes	No	2/17	0.26 / 0.97
Jensen Alpha	5.47	0.75	Yes	Yes	No	3/17	-11.14 / 11.48
Treynor Ratio	0.22	0.17	Yes	Yes	No	3/17	0.07 / 0.27
Modigliani Square measure	29.40	23.58	Yes	Yes	No	2/17	13.19 / 31.20
Active Return	2.30	-1.45	Yes	Yes	No	5/17	-8.72 / 6.03

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Sept. 29, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

June 30, 2023} _{KPIs: Key Performance Indicators}

Iifl Focused Equity Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	2.60%	2.68%
1M Rolling Return %	1.93%	2.03%
3M Return %	6.43%	6.69%
3M Rolling Return %	5.46%	5.74%
6M Return %	21.41%	22.03%
6M Rolling Return %	9.44%	10.00%
1Y Return %	24.76%	26.03%
1Y Rolling Return %	12.59%	13.84%
3Y Return %	25.55%	26.89%
3Y Rolling Return %	22.80%	24.32%
5Y Return %	20.48%	21.96%
Standard Deviation	13.90%	13.90%
Semi Deviation	9.56%	9.56%
Max Drawdown	-15.22%	-15.22%
VaR 1 Y	-14.79%	-14.79%
Average Drawdown	-7.59%	-7.59%
Sharpe Ratio	1.40%	1.40%
Sterling Ratio	1.10%	1.10%
Sortino Ratio	0.82%	0.82%
Jensen Alpha	5.47%	5.47%
Treynor Ratio	0.22%	0.22%
Modigliani Square measure	29.40%	29.40%
Active Return	2.30%	2.30%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Iifl Focused Equity Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	5.18%	17.79%	11.31%	0.00%
One Year	-55.17%	107.45%	13.26%	20.23%
Three Year	-7.55%	46.93%	11.60%	5.85%
Five Year	-1.37%	26.00%	11.91%	0.81%
Seven Year	4.51%	21.12%	11.28%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Baroda Bnp Paribas Focused Fund	0.49	1	0.89	5	3.00	2	7.41	8	21.55	6	19.30	12
Iifl Focused Equity Fund	0.39	2	1.15	3	2.60	4	6.43	12	21.41	8	24.76	3	25.55	6	20.48	1
Mahindra Manulife Focused Equity Yojana	0.37	3	0.90	4	4.18	1	11.10	1	21.54	7	25.87	2
Dsp Focus Fund	0.34	4	0.78	7	1.73	15	9.32	4	25.23	2	17.22	16	18.85	14	12.91	10
Quant Focused Fund	0.30	5	1.28	2	2.46	5	7.53	7	21.67	5	17.59	15	26.80	4	15.76	4
Hsbc Focused Equity Fund	0.29	6	0.57	9	2.32	7	7.34	9	21.30	10	21.63	7	22.59	9
Franklin India Focused Equity Fund	0.29	7	0.76	8	1.88	13	6.39	14	21.24	11	20.53	9	31.52	2	16.62	3
Icici Prudential Focused Equity Fund	0.18	8	0.17	15	1.57	17	6.61	11	20.43	15	23.75	4	25.71	5	14.37	7
Tata Focused Equity Fund	0.13	9	0.78	6	1.97	10	7.95	6	20.99	14	22.45	6	24.14	8
Hdfc Focused 30 Fund	0.07	10	-0.03	20	1.68	16	6.86	10	18.63	19	23.58	5	32.83	1	15.70	5
Invesco India Focused 20 Equity Fund	0.00	11	1.49	1	2.89	3	8.72	5	23.86	4	18.36	13
Aditya Birla Sun Life Focused Equity Fund	-0.04	12	0.16	16	1.89	12	6.16	16	19.01	18	17.81	14	20.98	13	13.06	8
Nippon India Focused Equity Fund	-0.04	13	-0.04	21	2.21	8	10.63	2	24.27	3	20.96	8	28.64	3	16.74	2
Sbi Focused Equity Fund	-0.07	14	0.12	17	1.35	19	6.27	15	21.23	12	15.33	21	22.36	10	15.52	6
Edelweiss Focused Equity Fund	-0.08	15	0.47	12	1.34	20	4.86	19	18.59	20	20.34	10
Kotak Focused Equity Fund	-0.14	16	-0.11	23	1.11	22	5.32	18	16.79	24	15.22	22	21.32	12
Canara Robeco Focused Equity Fund	-0.21	17	0.35	13	1.80	14	4.82	21	18.13	21	17.15	17
Sundaram Focused Fund	-0.23	18	0.25	14	1.39	18	5.91	17	21.14	13	19.54	11
Uti Focused Equity Fund	-0.30	19	-0.01	19	1.97	9	4.83	20	21.36	9	16.92	18
Union Focused Fund	-0.34	20	0.55	11	1.91	11	6.41	13	19.95	16	16.37	19	21.70	11
Jm Focused Fund	-0.53	21	0.57	10	2.33	6	10.14	3	26.71	1	29.57	1	24.54	7	12.92	9
Motilal Oswal Focused 25 Fund (Mof25)	-0.59	22	0.01	18	0.71	23	2.17	23	17.07	23	12.98	23	16.65	15	12.12	11
Idfc Focused Equity Fund	-0.73	23	-0.43	24	0.67	24	2.53	22	19.84	17	15.70	20	15.13	16	10.35	12
Axis Focused 25 Fund	-0.85	24	-0.05	22	1.25	21	1.01	24	17.09	22	5.64	24	13.12	17	9.56	13
Idbi Focused 30 Equity Fund

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Baroda Bnp Paribas Focused Fund	0.50	1	0.92	5	3.16	2	7.94	8	22.68	5	21.47	11
Iifl Focused Equity Fund	0.40	2	1.17	3	2.68	4	6.69	12	22.03	10	26.03	3	26.89	6	21.96	1
Mahindra Manulife Focused Equity Yojana	0.38	3	0.93	4	4.33	1	11.58	1	22.58	7	28.17	2
Dsp Focus Fund	0.35	4	0.80	7	1.82	15	9.62	4	25.89	2	18.47	18	20.12	14	14.12	9
Quant Focused Fund	0.30	5	1.32	2	2.61	5	8.00	7	22.68	6	19.63	14	29.30	4	17.69	2
Hsbc Focused Equity Fund	0.30	6	0.60	9	2.43	6	7.66	9	22.04	9	23.21	7	24.48	9
Franklin India Focused Equity Fund	0.29	7	0.77	8	1.95	12	6.63	14	21.80	12	21.56	10	32.60	2	17.63	3
Icici Prudential Focused Equity Fund	0.21	8	0.19	15	1.69	17	6.93	11	21.17	15	25.33	4	27.31	5	15.73	7
Tata Focused Equity Fund	0.14	9	0.81	6	2.09	10	8.36	6	21.92	11	24.45	6	26.25	7
Hdfc Focused 30 Fund	0.08	10	-0.00	20	1.79	16	7.21	10	19.40	20	25.27	5	34.53	1	17.01	5
Invesco India Focused 20 Equity Fund	0.00	11	1.47	1	3.04	3	9.12	5	24.76	3	20.08	13
Aditya Birla Sun Life Focused Equity Fund	-0.02	12	0.19	16	1.98	11	6.42	16	19.59	18	18.96	16	22.12	13	14.11	10
Nippon India Focused Equity Fund	-0.04	13	-0.03	21	2.28	8	10.83	2	24.69	4	21.79	9	29.53	3	17.54	4
Edelweiss Focused Equity Fund	-0.06	14	0.50	12	1.48	18	5.29	20	19.57	19	22.45	8
Sbi Focused Equity Fund	-0.07	15	0.13	17	1.42	20	6.52	15	21.80	13	16.41	22	23.60	10	16.69	6
Kotak Focused Equity Fund	-0.14	16	-0.09	23	1.23	22	5.71	18	17.65	24	16.96	21	23.30	11
Canara Robeco Focused Equity Fund	-0.20	17	0.41	13	1.94	13	5.30	19	19.11	21	19.01	15
Sundaram Focused Fund	-0.23	18	0.27	14	1.48	19	6.19	17	21.77	14	20.85	12
Uti Focused Equity Fund	-0.30	19	0.02	19	2.10	9	5.23	21	22.31	8	18.84	17
Union Focused Fund	-0.38	20	0.53	11	1.94	14	6.64	13	20.56	17	17.47	19	22.79	12
Jm Focused Fund	-0.53	21	0.59	10	2.41	7	10.38	3	27.27	1	30.69	1	25.73	8	14.37	8
Motilal Oswal Focused 25 Fund (Mof25)	-0.59	22	0.04	18	0.82	23	2.48	23	17.75	22	14.30	23	18.03	15	13.47	11
Idfc Focused Equity Fund	-0.72	23	-0.40	24	0.79	24	2.86	22	20.60	16	17.20	20	16.67	16	11.84	12
Axis Focused 25 Fund	-0.85	24	-0.04	22	1.31	21	1.25	24	17.67	23	6.65	24	14.35	17	10.84	13
Idbi Focused 30 Equity Fund

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	1.78	10	3.80	15	5.59	16	8.83	14	15.62	9
Axis Focused 25 Fund	0.04	25	0.88	24	1.04	24	-1.41	19	15.43	10
Franklin India Focused Equity Fund	2.09	5	5.50	5	7.64	5	13.46	3	19.87	5
Dsp Focus Fund	1.48	16	2.66	22	6.52	10	5.36	17	13.08	13
Hdfc Focused 30 Fund	2.23	3	6.64	1	9.28	2	21.97	1	16.46	7
Icici Prudential Focused Equity Fund	1.68	12	5.37	7	8.30	3	13.64	2	19.94	4
Idbi Focused 30 Equity Fund	0.95	22	3.76	17	6.10	13	9.59	11	16.22	8
Idfc Focused Equity Fund	0.89	23	2.29	23	5.70	15	6.48	16	14.14	11
Iifl Focused Equity Fund	1.93	8	5.46	6	9.44	1	12.59	4	22.80	1
Jm Core 11 Fund	3.06	1	5.94	4	7.85	4	10.38	8	9.88	14
Kotak Focused Equity Fund	1.38	18	3.82	14	5.35	18	9.52	12
Motilal Oswal Focused 25 Fund (Mof25)	1.07	20	3.91	13	6.44	12	4.08	18	13.78	12
Nippon India Focused Equity Fund	2.26	2	3.67	18	5.54	17	11.95	5	20.79	3
Quant Focused Fund	1.83	9	4.54	10	4.66	22	11.20	7	21.16	2
Sbi Focused Equity Fund	0.83	24	4.26	12	5.02	19	9.47	13	18.82	6
Tata Focused Equity Fund	2.13	4	6.26	2	5.02	20	11.25	6
Union Focused Fund	1.75	11	3.78	16	4.94	21	9.89	9
Hsbc Focused Equity Fund	1.98	6	4.59	9	6.81	8	9.66	10
Invesco India Focused 20 Equity Fund	1.61	13	3.16	21	4.08	23	7.69	15
Mahindra Manulife Focused Equity Yojana	1.96	7	6.10	3	6.47	11
Canara Robeco Focused Equity Fund	1.49	15	4.33	11	7.39	6
Uti Focused Equity Fund	0.99	21	3.26	20	6.92	7
Sundaram Focused Fund	1.33	19	4.68	8	6.64	9
Baroda Bnp Paribas Focused Fund	1.53	14	3.46	19	5.73	14
Edelweiss Focused Equity Fund	1.45	17

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	1.86	10	4.10	15	6.17	17	9.93	14	16.70	10
Axis Focused 25 Fund	0.12	25	1.11	24	1.59	24	-0.30	19	16.80	9
Franklin India Focused Equity Fund	2.16	5	5.71	6	8.11	6	14.39	3	20.85	5
Dsp Focus Fund	1.57	17	2.93	22	7.09	11	6.49	17	14.30	13
Hdfc Focused 30 Fund	2.34	2	7.02	1	10.05	1	23.65	1	17.66	7
Icici Prudential Focused Equity Fund	1.79	12	5.70	7	9.01	3	15.11	2	21.31	4
Idbi Focused 30 Equity Fund	1.00	22	3.93	18	6.52	14	10.51	13	17.34	8
Idfc Focused Equity Fund	0.99	23	2.59	23	6.37	15	7.90	16	15.69	11
Iifl Focused Equity Fund	2.03	8	5.74	5	10.00	2	13.84	4	24.32	1
Jm Core 11 Fund	3.13	1	6.15	4	8.32	4	11.35	9	11.25	14
Kotak Focused Equity Fund	1.51	18	4.23	13	6.17	16	11.30	10
Motilal Oswal Focused 25 Fund (Mof25)	1.18	20	4.22	14	7.05	12	5.33	18	15.17	12
Nippon India Focused Equity Fund	2.32	3	3.83	19	5.87	19	12.76	7	21.62	3
Quant Focused Fund	1.97	9	5.04	8	5.57	20	13.29	5	23.31	2
Sbi Focused Equity Fund	0.91	24	4.51	12	5.53	21	10.58	12	20.08	6
Tata Focused Equity Fund	2.28	4	6.74	2	5.88	18	13.11	6
Union Focused Fund	1.85	11	4.06	16	5.44	22	10.97	11
Hsbc Focused Equity Fund	2.09	7	4.97	10	7.46	8	11.39	8
Invesco India Focused 20 Equity Fund	1.72	13	3.61	21	4.89	23	9.42	15
Mahindra Manulife Focused Equity Yojana	2.11	6	6.63	3	7.43	9
Canara Robeco Focused Equity Fund	1.67	15	4.80	11	8.26	5
Uti Focused Equity Fund	1.13	21	3.69	20	7.87	7
Sundaram Focused Fund	1.42	19	4.98	9	7.24	10
Baroda Bnp Paribas Focused Fund	1.67	14	3.94	17	6.69	13
Edelweiss Focused Equity Fund	1.59	16

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	-13.53	5	-12.04	9	-6.09	13	14.09	7	9.52	8
Baroda Bnp Paribas Focused Fund
Dsp Focus Fund	-16.84	14	-16.54	15	-8.37	16	14.14	8	9.44	4
Franklin India Focused Equity Fund	-14.41	8	-10.52	4	-5.25	9	17.09	15	11.01	16
Hdfc Focused 30 Fund	-15.00	12	-5.26	1	-3.37	1	15.08	12	10.13	12
Icici Prudential Focused Equity Fund	-13.05	3	-9.93	3	-5.39	11	14.07	6	9.51	7
Idbi Focused 30 Equity Fund	-11.73	1	-12.88	10	-5.08	8	14.06	5	9.44	5
Idfc Focused Equity Fund	-14.12	6	-13.63	12	-4.93	6	13.39	3	9.07	3
Iifl Focused Equity Fund	-14.79	10	-15.22	14	-7.59	14	13.90	4	9.56	9
Jm Focused Fund	-15.24	13	-13.36	11	-4.68	5	15.62	13	10.29	13
Kotak Focused Equity Fund	-14.24	7	-11.80	8	-5.87	12	13.27	2	8.98	2
Motilal Oswal Focused 25 Fund (Mof25)	-17.31	15	-14.03	13	-4.46	4	14.18	9	9.47	6
Quant Focused Fund	-17.37	16	-10.78	5	-3.58	2	15.65	14	10.69	14
Nippon India Focused Equity Fund	-14.82	11	-9.43	2	-5.06	7	17.36	16	10.98	15
Sbi Focused Equity Fund	-14.56	9	-18.45	16	-8.36	15	14.77	10	10.10	11
Sundaram Focused Fund
Tata Focused Equity Fund	-13.17	4	-11.00	6	-4.36	3	14.79	11	10.03	10
Union Focused Fund	-11.74	2	-11.64	7	-5.39	10	12.68	1	8.83	1
Axis Focused 25 Fund	-21.68	17	-22.93	17	-14.15	17	17.59	17	11.77	17

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	0.98	10	0.57	10	0.99	10	0.37	-1.61	13	0.96	6	0.97	1	0.15	13	22.56	10	-2.69	11
Baroda Bnp Paribas Focused Fund
Dsp Focus Fund	0.79	15	0.44	15	0.71	16	0.42	-2.76	15	0.85	14	0.77	12	0.13	15	19.66	15	-6.61	16
Franklin India Focused Equity Fund	1.20	6	0.75	5	1.41	3	0.42	2.52	4	1.02	3	0.76	14	0.20	4	24.96	7	2.94	3
Hdfc Focused 30 Fund	1.56	1	0.97	1	2.10	1	0.38	8.57	2	0.90	9	0.77	13	0.26	2	31.20	1	6.03	1
Icici Prudential Focused Equity Fund	1.27	3	0.76	4	1.31	5	0.38	1.89	7	0.91	8	0.91	3	0.20	5	27.18	4	-0.34	7
Idbi Focused 30 Equity Fund	0.97	11	0.56	11	0.95	11	0.39	2.28	5	0.86	12	0.74	15	0.16	11	21.66	13	-0.88	8
Idfc Focused Equity Fund	0.93	13	0.52	13	0.86	13	0.38	-1.55	12	0.83	15	0.82	11	0.15	12	22.27	11	-6.04	14
Iifl Focused Equity Fund	1.40	2	0.82	2	1.10	7	0.42	5.47	3	0.87	10	0.85	8	0.22	3	29.40	2	2.30	5
Jm Focused Fund	0.86	14	0.50	14	0.92	12	0.43	-2.47	14	0.98	4	0.85	7	0.14	14	20.29	14	-2.97	12
Kotak Focused Equity Fund	1.14	9	0.65	9	1.07	9	0.38	1.68	8	0.86	11	0.91	4	0.18	9	25.71	5	-1.78	9
Motilal Oswal Focused 25 Fund (Mof25)	0.74	16	0.42	16	0.76	15	0.38	-4.35	16	0.92	7	0.90	5	0.11	16	18.80	16	-6.22	15
Quant Focused Fund	1.23	5	0.71	6	1.32	4	0.36	11.48	1	0.71	17	0.40	17	0.27	1	24.83	8	5.03	2
Nippon India Focused Equity Fund	1.18	7	0.76	3	1.49	2	0.40	0.63	10	1.07	2	0.82	10	0.19	7	24.51	9	2.47	4
Sbi Focused Equity Fund	0.94	12	0.52	12	0.77	14	0.42	-0.75	11	0.85	13	0.72	16	0.16	10	21.78	12	-4.50	13
Sundaram Focused Fund
Tata Focused Equity Fund	1.17	8	0.69	8	1.22	6	0.36	0.67	9	0.97	5	0.93	2	0.18	8	25.36	6	-0.03	6
Union Focused Fund	1.23	4	0.71	7	1.10	8	0.36	2.28	6	0.81	16	0.88	6	0.19	6	27.42	3	-2.65	10
Axis Focused 25 Fund	0.47	17	0.26	17	0.48	17	0.39	-11.14	17	1.10	1	0.83	9	0.07	17	13.19	17	-8.72	17

Iifl Focused Equity Fund Additional Return Analysis

Iifl Focused Equity Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	1003.92	1011.51	1025.99	1064.26	1214.12	1247.60	1978.92	2538.17
Direct Plan _{Value of 1000 Rupee}	1003.98	1011.71	1026.85	1066.95	1220.26	1260.29	2043.24	2698.40

Fund Information

Fund Launch Date: 08/Oct/2014
Fund Category: Focussed Fund
Investment Objective: The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Description: An open ended equity scheme investing in maximum 30 multicap stocks
Fund Benchmark: S&P BSE 200 Total Return Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Bmsmoney Highlights

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Table of Contents

Iifl Focused Equity Fund

Previously Known As : Iifl India Growth Fund

Fund Nav

Fund Performance Analysis

Iifl Focused Equity Fund Analysis

Performance Summary of Fund

Bmsmoney Focussed Fund Category Rank: 2

Positive Aspects of Fund

Negative Aspects of Fund

Iifl Focused Equity Fund Performance Snapshot (Regular Plan)

Iifl Focused Equity Fund Performance vs Category Average

Top Performing Peers of Iifl Focused Equity Fund

Top Performing Funds in Focussed Fund Category

Iifl Focused Equity Fund Performance Snapshot (Direct Plan)

Iifl Focused Equity Fund Regular vs Direct Plan Performance

Iifl Focused Equity Fund Expected Return

Methodology

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Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Iifl Focused Equity Fund Additional Return Analysis

Iifl Focused Equity Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Small Cap Mutual Funds

Advantages And Disadvantages Of Large Cap Mutual Funds

Advantages And Disadvantages Of Money Market Mutual Funds