Concentrated or focussed mutual funds

#1
Can anyone suggest equity MF scheme names where there is concentration or focus on small number of stocks (less than 20) in fund portfolio? (preferably not sector funds). These 10-20 stocks should have more than 60% of allocation in given scheme.
I dont want to buy funds having hundreds of stocks in portfolio and then returns also will be diluted to average level. I saw that most of the fund managers are picking/trading equities at random and no particular focus on quality of stocks or direction of fund. A monkey with dart board may do better job. What for I am paying management expenses of a fund?
BTW it is difficult to create my own MF using equities due to comissions and time and resources.
 
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Vector

Active Member
#2
The management expenses are to support their lavish lifestyles, what did u think it was for , to pay u rich dividends :rofl:

BTW what sort of stocks/sectors would u be looking to invest in ?
 
#3
Re: Concentrated or focused mutual funds

I am looking for equity growth type MFs. Tech, Pharma, FMCG are ok. Not like Top200 fund. A fund manager cannot choose top 200 stocks with his little brain. Most of MFs have similar top 10 holdings repeating even though funds have very fancy names and objectives.
I tried moneycontrol and valueresearch websites but none gives me list of funds having maximum of 20-30 holdings.
 

Vector

Active Member
#4
Well , the top 20-30 scrips are already in the index ( for that u could just go for an ETF), if you are looking at 2nd rung counters it would be difficult to find a fund that does that.( They do have to sell the product) You'll have to do the cherry picking yourself I think.:)

Try here...http://www.mutualfundsindia.com/

PMS is another option, but their charges are a rip off.:rofl:
 
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