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Strategy Funds

Strategy Funds

Strategy Funds

Q: Which are the best Strategy Mutual Funds to invest in 2023?

These are top 5 Strategy funds you can invest in 2023 Fund Name Fund Category ETM Rank Consistency 5 Year Return Tata Focused Fund Equity 0 20.0% ICICI Prudential Passive Strategy Fund (FOF) Equity 0 21.05% Samco Special Opportunities Fund Equity 0 NA Nippon India Value Fund Equity 0 25.67% Axis Quant Fund Equity 0 NA

Average Return 18.62%
No. of Funds 44

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What is Strategy Mutual Fund

These funds aim to generate long-term capital appreciation by following a defined investment strategy. This could include identifying economic cycles, taking concentrated bets, following a contrarian view, or targeting high dividend-yielding stocks.

.....

Top schemes of Strategy Mutual Funds sorted by Returns

44 funds

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ETM Rank High to Low App exclusive
Returns High to Low
Fund Size High to Low

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Absolute

Returns for

Investment Period

1 Month
3 Months
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via

Investment Mode

Monthly SIP
One-time (Lumpsum)

HDFC Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹22,444 Cr

Return (p.a)

+ 28.69 % + 252.9 % + 14.85 % + 299.45 % + 8.19 % + 8.19 % N.A. N.A. -2.08 % -2.08 % + 22.4 % + 83.35 % + 0.01 % + 0.01 % N.A. N.A. N.A. N.A. + 2.77 % + 2.77 % + 0.32 % + 0.32 %

+ 4.19%+ 0.32% + 3.4%+ 0.55% + 10.08%+ 2.84% + 10.31%+ 13.84% + 20.08%+ 37.12% + 22.76%+ 77.7%

ETM Rank

#NA of NA

Unranked

App exclusive

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ICICI Prudential Dividend Yield Equity Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹5,779 Cr

Return (p.a)

+ 28.9 % + 255.85 % + 15.93 % + 338.58 % + 7.15 % + 7.15 % N.A. N.A. -1.53 % -1.53 % + 24.13 % + 91.24 % -0.32 % -0.32 % N.A. N.A. N.A. N.A. -3.09 % -3.09 % + 0.79 % + 0.79 %

+ 12.1%+ 0.79% + 1.9%+ 0.29% + 8.83%+ 2.43% + 8.28%+ 4.37% + 19.96%+ 33.92% + 22.66%+ 75.32%

ETM Rank

#NA of NA

Unranked

App exclusive

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ICICI Prudential Focused Equity Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹12,560 Cr

Return (p.a)

+ 24.9 % + 204.02 % + 15.5 % + 322.31 % + 9.63 % + 9.63 % N.A. N.A. -2.71 % -2.71 % + 22.8 % + 85.2 % -1.08 % -1.08 % N.A. N.A. N.A. N.A. -0.3 % -0.3 % -0.13 % -0.13 %

-1.89% -0.13% -2.92% -0.46% + 9.29%+ 2.55% + 10.78%+ 5.67% + 20.63%+ 35.18% + 20.73%+ 67.32%

ETM Rank

#NA of NA

Unranked

App exclusive

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HSBC Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹12,600 Cr

Return (p.a)

+ 25.41 % + 210.2 % + 15.91 % + 337.61 % + 9.98 % + 9.98 % N.A. N.A. -2.14 % -2.14 % + 23.86 % + 90.03 % -3.95 % -3.95 % N.A. N.A. N.A. N.A. -4.13 % -4.13 % -0.49 % -0.49 %

-6.15% -0.49% -12.84% -2.23% + 5.98%+ 1.7% + 5.53%+ 11.31% + 18.85%+ 34.83% + 20.64%+ 68.86%

ETM Rank

#NA of NA

Unranked

App exclusive

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ICICI Prudential Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹53,750 Cr

Return (p.a)

+ 26.25 % + 220.76 % + 15.31 % + 315.74 % + 6.99 % + 6.99 % N.A. N.A. -1.77 % -1.77 % + 22.04 % + 81.75 % -1.31 % -1.31 % N.A. N.A. N.A. N.A. -1.34 % -1.34 % + 0.08 % + 0.08 %

+ 1.16%+ 0.08% -3.4% -0.54% + 5.9%+ 1.63% + 7.19%+ 3.8% + 17.94%+ 30.18% + 20.53%+ 66.5%

ETM Rank

#NA of NA

Unranked

App exclusive

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Invesco India Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹4,145 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 6.39 % + 6.39 % N.A. N.A. -2.75 % -2.75 % + 23.48 % + 88.28 % -4.2 % -4.2 % N.A. N.A. N.A. N.A. -4.0 % -4.0 % -1.85 % -1.85 %

-21.58% -1.85% -17.48% -3.1% -0.64% -0.19% + 1.42%+ 9.1% + 21.83%+ 40.45% + 20.1%+ 66.72%

ETM Rank

#NA of NA

Unranked

App exclusive

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SBI Contra Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹46,654 Cr

Return (p.a)

+ 29.04 % + 257.82 % + 15.93 % + 338.48 % + 4.5 % + 4.5 % N.A. N.A. -2.25 % -2.25 % + 20.0 % + 72.79 % -3.58 % -3.58 % N.A. N.A. N.A. N.A. -7.1 % -7.1 % + 0.42 % + 0.42 %

+ 6.07%+ 0.42% -10.3% -1.69% + 0.06%+ 0.02% + 0.56%+ 0.3% + 14.62%+ 24.19% + 20.04%+ 64.54%

ETM Rank

#NA of NA

Unranked

App exclusive

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Nippon India Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹8,664 Cr

Return (p.a)

+ 25.67 % + 213.45 % + 15.52 % + 323.36 % + 6.96 % + 6.96 % N.A. N.A. -2.31 % -2.31 % + 21.96 % + 81.4 % -2.67 % -2.67 % N.A. N.A. N.A. N.A. -5.6 % -5.6 % + 0.81 % + 0.81 %

+ 11.05%+ 0.81% -5.25% -0.88% + 4.88%+ 1.39% + 3.64%+ 10.3% + 18.28%+ 33.77% + 19.89%+ 65.87%

ETM Rank

#NA of NA

Unranked

App exclusive

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ICICI Prudential India Equity FOF

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹219 Cr

Return (p.a)

+ 25.78 % + 214.84 % N.A. N.A. + 6.36 % + 6.36 % N.A. N.A. -2.14 % -2.14 % + 21.09 % + 77.55 % -2.25 % -2.25 % N.A. N.A. N.A. N.A. -3.05 % -3.05 % -0.19 % -0.19 %

-2.76% -0.19% -7.45% -1.2% + 4.08%+ 1.14% + 5.01%+ 2.66% + 17.96%+ 30.22% + 19.74%+ 63.35%

ETM Rank

#NA of NA

Unranked

App exclusive

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JM Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,019 Cr

Return (p.a)

+ 26.11 % + 218.97 % + 16.74 % + 369.98 % + 8.2 % + 8.2 % N.A. N.A. -2.87 % -2.87 % + 24.23 % + 91.73 % -4.76 % -4.76 % N.A. N.A. N.A. N.A. -12.17 % -12.17 % + 0.13 % + 0.13 %

+ 1.76%+ 0.13% -14.46% -2.53% + 1.44%+ 0.42% -1.3%+ 7.62% + 15.96%+ 29.52% + 19.55%+ 64.5%

ETM Rank

#NA of NA

Unranked

App exclusive

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HSBC Business Cycles Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹967 Cr

Return (p.a)

+ 24.24 % + 195.96 % + 13.44 % + 252.94 % + 7.59 % + 7.59 % N.A. N.A. -3.11 % -3.11 % + 20.79 % + 76.23 % -6.29 % -6.29 % N.A. N.A. N.A. N.A. -5.75 % -5.75 % -0.86 % -0.86 %

-10.6% -0.86% -19.12% -3.42% + 1.11%+ 0.32% + 2.94%+ 9.92% + 17.94%+ 33.14% + 19.39%+ 63.87%

ETM Rank

#NA of NA

Unranked

App exclusive

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Kotak Contra Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹4,493 Cr

Return (p.a)

+ 23.32 % + 185.18 % + 15.83 % + 334.65 % + 8.78 % + 8.78 % N.A. N.A. -1.68 % -1.68 % + 21.47 % + 79.25 % -1.75 % -1.75 % N.A. N.A. N.A. N.A. -4.85 % -4.85 % + 0.37 % + 0.37 %

+ 4.98%+ 0.37% -2.7% -0.45% + 9.52%+ 2.69% + 6.26%+ 11.7% + 17.54%+ 32.4% + 18.73%+ 61.27%

ETM Rank

#NA of NA

Unranked

App exclusive

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Nippon India Quant Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹96 Cr

Return (p.a)

+ 22.44 % + 175.13 % + 14.14 % + 275.33 % + 6.56 % + 6.56 % N.A. N.A. -2.08 % -2.08 % + 20.63 % + 75.54 % -2.88 % -2.88 % N.A. N.A. N.A. N.A. -3.45 % -3.45 % + 0.75 % + 0.75 %

+ 10.25%+ 0.75% -6.05% -1.02% + 4.8%+ 1.37% + 5.31%+ 11.19% + 16.65%+ 30.77% + 18.16%+ 59.06%

ETM Rank

#NA of NA

Unranked

App exclusive

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Invesco India Contra Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹18,981 Cr

Return (p.a)

+ 22.07 % + 171.01 % + 15.84 % + 334.96 % + 6.81 % + 6.81 % N.A. N.A. -2.83 % -2.83 % + 19.53 % + 70.79 % -3.42 % -3.42 % N.A. N.A. N.A. N.A. -6.1 % -6.1 % -1.22 % -1.22 %

-14.83% -1.22% -14.66% -2.57% + 1.47%+ 0.42% + 2.19%+ 9.52% + 17.25%+ 31.87% + 17.78%+ 57.63%

ETM Rank

#NA of NA

Unranked

App exclusive

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HDFC Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹7,179 Cr

Return (p.a)

+ 22.33 % + 173.9 % + 14.18 % + 276.7 % + 8.85 % + 8.85 % N.A. N.A. -2.42 % -2.42 % + 19.29 % + 69.77 % -3.04 % -3.04 % N.A. N.A. N.A. N.A. -4.46 % -4.46 % + 0.37 % + 0.37 %

+ 4.99%+ 0.37% -8.42% -1.43% + 5.56%+ 1.59% + 5.37%+ 11.22% + 16.35%+ 30.23% + 17.4%+ 56.18%

ETM Rank

#NA of NA

Unranked

App exclusive

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Bandhan Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹9,961 Cr

Return (p.a)

+ 26.58 % + 225.01 % + 15.46 % + 321.01 % + 5.02 % + 5.02 % N.A. N.A. -2.14 % -2.14 % + 17.16 % + 60.84 % -2.81 % -2.81 % N.A. N.A. N.A. N.A. -8.09 % -8.09 % + 1.03 % + 1.03 %

+ 13.71%+ 1.03% -5.25% -0.89% + 2.14%+ 0.62% + 1.07%+ 8.91% + 12.89%+ 24.04% + 17.32%+ 55.87%

ETM Rank

#NA of NA

Unranked

App exclusive

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Tata Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹8,506 Cr

Return (p.a)

+ 20.85 % + 157.73 % + 15.06 % + 306.69 % + 6.12 % + 6.12 % N.A. N.A. -2.41 % -2.41 % + 19.56 % + 70.89 % -3.41 % -3.41 % N.A. N.A. N.A. N.A. -10.28 % -10.28 % + 0.95 % + 0.95 %

+ 13.09%+ 0.95% -7.94% -1.35% + 3.53%+ 1.01% + 0.71%+ 8.72% + 14.56%+ 27.0% + 16.86%+ 54.14%

ETM Rank

#NA of NA

Unranked

App exclusive

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Aditya Birla Sun Life Dividend Yield Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,432 Cr

Return (p.a)

+ 21.8 % + 168.12 % + 12.15 % + 214.82 % + 3.95 % + 3.95 % N.A. N.A. -2.46 % -2.46 % + 20.18 % + 73.6 % -4.7 % -4.7 % N.A. N.A. N.A. N.A. -12.62 % -12.62 % -0.35 % -0.35 %

-5.03% -0.35% -12.97% -2.14% -0.06% -0.02% -2.78% -1.49% + 13.19%+ 21.67% + 16.85%+ 52.26%

ETM Rank

#NA of NA

Unranked

App exclusive

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UTI Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹9,672 Cr

Return (p.a)

+ 21.73 % + 167.28 % + 13.74 % + 262.34 % + 6.22 % + 6.22 % N.A. N.A. -2.64 % -2.64 % + 18.25 % + 65.33 % -2.7 % -2.7 % N.A. N.A. N.A. N.A. -5.78 % -5.78 % -0.37 % -0.37 %

-4.71% -0.37% -8.26% -1.4% + 3.91%+ 1.12% + 3.12%+ 10.02% + 16.14%+ 29.84% + 16.74%+ 53.69%

ETM Rank

#NA of NA

Unranked

App exclusive

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Union Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹332 Cr

Return (p.a)

+ 21.79 % + 167.95 % N.A. N.A. + 7.99 % + 7.99 % N.A. N.A. -2.21 % -2.21 % + 18.01 % + 64.35 % -2.35 % -2.35 % N.A. N.A. N.A. N.A. -4.03 % -4.03 % + 0.14 % + 0.14 %

+ 1.89%+ 0.14% -7.86% -1.34% + 6.05%+ 1.72% + 5.32%+ 11.19% + 14.81%+ 27.44% + 16.54%+ 52.96%

ETM Rank

#NA of NA

Unranked

App exclusive

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Aditya Birla Sun Life Value Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹5,879 Cr

Return (p.a)

+ 22.15 % + 171.91 % + 12.33 % + 219.79 % + 4.34 % + 4.34 % N.A. N.A. -2.5 % -2.5 % + 19.59 % + 71.04 % -5.41 % -5.41 % N.A. N.A. N.A. N.A. -11.24 % -11.24 % + 0.9 % + 0.9 %

+ 12.37%+ 0.9% -13.17% -2.29% -0.41% -0.12% -1.34%+ 7.6% + 13.59%+ 25.29% + 16.35%+ 52.23%

ETM Rank

#NA of NA

Unranked

App exclusive

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Franklin India Focused Equity Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹12,147 Cr

Return (p.a)

+ 24.95 % + 204.53 % + 14.09 % + 273.6 % + 8.28 % + 8.28 % N.A. N.A. -2.43 % -2.43 % + 16.39 % + 57.68 % -1.6 % -1.6 % N.A. N.A. N.A. N.A. -5.47 % -5.47 % -0.36 % -0.36 %

-4.59% -0.36% -5.76% -0.97% + 6.04%+ 1.72% + 4.71%+ 10.87% + 13.72%+ 25.51% + 16.29%+ 52.02%

ETM Rank

#NA of NA

Unranked

App exclusive

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JM Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹283 Cr

Return (p.a)

+ 20.62 % + 155.33 % + 13.95 % + 269.16 % + 5.78 % + 5.78 % N.A. N.A. -2.17 % -2.17 % + 19.36 % + 70.05 % -1.48 % -1.48 % N.A. N.A. N.A. N.A. -7.32 % -7.32 % + 0.87 % + 0.87 %

+ 11.91%+ 0.87% + 1.16%+ 0.19% + 8.58%+ 2.43% + 2.56%+ 9.72% + 14.43%+ 26.77% + 16.12%+ 51.39%

ETM Rank

#NA of NA

Unranked

App exclusive

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ICICI Prudential Passive Strategy Fund (FOF)

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹198 Cr

Return (p.a)

+ 20.7 % + 156.19 % + 12.93 % + 237.32 % + 5.03 % + 5.03 % N.A. N.A. -2.39 % -2.39 % + 17.39 % + 61.78 % -3.31 % -3.31 % N.A. N.A. N.A. N.A. -3.41 % -3.41 % -0.15 % -0.15 %

-2.11% -0.15% -9.67% -1.57% + 0.51%+ 0.14% + 3.73%+ 1.98% + 14.15%+ 23.36% + 15.64%+ 47.81%

ETM Rank

#NA of NA

Unranked

App exclusive

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Bandhan Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,839 Cr

Return (p.a)

+ 17.08 % + 120.03 % + 12.84 % + 234.8 % + 8.36 % + 8.36 % N.A. N.A. -2.13 % -2.13 % + 17.77 % + 63.36 % -2.83 % -2.83 % N.A. N.A. N.A. N.A. -2.86 % -2.86 % + 1.41 % + 1.41 %

+ 19.29%+ 1.41% -8.77% -1.5% + 5.51%+ 1.58% + 3.07%+ 9.99% + 16.63%+ 30.74% + 15.5%+ 49.12%

ETM Rank

#NA of NA

Unranked

App exclusive

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Kotak Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹3,536 Cr

Return (p.a)

+ 19.61 % + 144.81 % N.A. N.A. + 10.62 % + 10.62 % N.A. N.A. -2.02 % -2.02 % + 16.07 % + 56.37 % -0.6 % -0.6 % N.A. N.A. N.A. N.A. -2.3 % -2.3 % + 0.25 % + 0.25 %

+ 3.29%+ 0.25% + 0.73%+ 0.12% + 13.56%+ 3.78% + 10.09%+ 13.72% + 15.1%+ 27.98% + 15.13%+ 47.78%

ETM Rank

#NA of NA

Unranked

App exclusive

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DSP Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹2,576 Cr

Return (p.a)

+ 18.09 % + 129.61 % + 11.98 % + 210.02 % + 3.8 % + 3.8 % N.A. N.A. -2.98 % -2.98 % + 16.75 % + 59.16 % -3.14 % -3.14 % N.A. N.A. N.A. N.A. -5.42 % -5.42 % + 0.46 % + 0.46 %

+ 6.23%+ 0.46% -9.84% -1.69% + 0.02%+ 0.01% + 2.54%+ 9.7% + 15.47%+ 28.63% + 14.95%+ 47.13%

ETM Rank

#NA of NA

Unranked

App exclusive

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SBI Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹37,764 Cr

Return (p.a)

+ 19.77 % + 146.45 % + 14.65 % + 292.53 % + 8.21 % + 8.21 % N.A. N.A. -2.54 % -2.54 % + 15.2 % + 52.89 % -1.33 % -1.33 % N.A. N.A. N.A. N.A. + 2.5 % + 2.5 % + 1.99 % + 1.99 %

+ 31.95%+ 1.99% + 2.84%+ 0.44% + 11.03%+ 3.01% + 10.16%+ 5.35% + 15.46%+ 25.7% + 14.79%+ 44.76%

ETM Rank

#NA of NA

Unranked

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HSBC Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,555 Cr

Return (p.a)

+ 19.62 % + 144.9 % N.A. N.A. + 9.76 % + 9.76 % N.A. N.A. -2.65 % -2.65 % + 16.84 % + 59.5 % -1.77 % -1.77 % N.A. N.A. N.A. N.A. -4.93 % -4.93 % -0.85 % -0.85 %

-10.51% -0.85% -9.2% -1.57% + 8.59%+ 2.43% + 4.36%+ 10.68% + 13.81%+ 25.68% + 14.63%+ 46.0%

ETM Rank

#NA of NA

Unranked

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Nippon India Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹8,193 Cr

Return (p.a)

+ 22.1 % + 171.36 % + 13.79 % + 263.98 % + 7.94 % + 7.94 % N.A. N.A. -2.7 % -2.7 % + 14.67 % + 50.78 % -3.2 % -3.2 % N.A. N.A. N.A. N.A. -4.09 % -4.09 % -0.24 % -0.24 %

-3.1% -0.24% -9.94% -1.7% + 3.94%+ 1.13% + 5.58%+ 11.33% + 12.6%+ 23.54% + 14.59%+ 45.85%

ETM Rank

#NA of NA

Unranked

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360 ONE Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹7,265 Cr

Return (p.a)

+ 20.45 % + 153.51 % + 16.03 % + 342.18 % + 4.59 % + 4.59 % N.A. N.A. -2.24 % -2.24 % + 16.41 % + 57.77 % -3.23 % -3.23 % N.A. N.A. N.A. N.A. -7.47 % -7.47 % + 0.55 % + 0.55 %

+ 7.44%+ 0.55% -8.83% -1.51% + 1.16%+ 0.33% + 1.72%+ 9.27% + 12.13%+ 22.72% + 14.41%+ 45.22%

ETM Rank

#NA of NA

Unranked

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Tata Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,796 Cr

Return (p.a)

+ 20.17 % + 150.61 % N.A. N.A. + 6.71 % + 6.71 % N.A. N.A. -2.91 % -2.91 % + 16.12 % + 56.57 % -1.18 % -1.18 % N.A. N.A. N.A. N.A. -8.04 % -8.04 % -0.43 % -0.43 %

-5.49% -0.43% -4.14% -0.69% + 5.78%+ 1.65% + 1.47%+ 9.13% + 12.15%+ 22.75% + 14.1%+ 44.13%

ETM Rank

#NA of NA

Unranked

App exclusive

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Aditya Birla Sun Life Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹7,620 Cr

Return (p.a)

+ 18.73 % + 135.96 % + 12.59 % + 227.43 % + 5.09 % + 5.09 % N.A. N.A. -2.54 % -2.54 % + 15.75 % + 55.07 % -4.58 % -4.58 % N.A. N.A. N.A. N.A. -5.57 % -5.57 % -0.73 % -0.73 %

-9.11% -0.73% -12.87% -2.23% -0.58% -0.17% + 2.12%+ 9.48% + 13.21%+ 24.62% + 13.85%+ 43.25%

ETM Rank

#NA of NA

Unranked

App exclusive

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Union Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹416 Cr

Return (p.a)

+ 17.75 % + 126.33 % N.A. N.A. + 8.72 % + 8.72 % N.A. N.A. -2.97 % -2.97 % + 12.87 % + 43.81 % -1.32 % -1.32 % N.A. N.A. N.A. N.A. -2.38 % -2.38 % -0.55 % -0.55 %

-6.9% -0.55% -3.65% -0.61% + 9.67%+ 2.73% + 6.48%+ 11.82% + 11.34%+ 21.35% + 12.36%+ 38.13%

ETM Rank

#NA of NA

Unranked

App exclusive

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Axis Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹12,286 Cr

Return (p.a)

+ 13.19 % + 85.76 % + 12.08 % + 212.85 % + 6.33 % + 6.33 % N.A. N.A. -3.04 % -3.04 % + 10.35 % + 34.39 % -3.6 % -3.6 % N.A. N.A. N.A. N.A. -5.22 % -5.22 % + 0.65 % + 0.65 %

+ 8.48%+ 0.65% -8.81% -1.51% + 2.86%+ 0.82% + 4.15%+ 10.57% + 11.08%+ 20.9% + 9.06%+ 27.36%

ETM Rank

#NA of NA

Unranked

App exclusive

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Motilal Oswal Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,464 Cr

Return (p.a)

+ 12.79 % + 82.57 % + 10.15 % + 162.98 % + 9.15 % + 9.15 % N.A. N.A. -3.53 % -3.53 % + 8.65 % + 28.24 % -4.45 % -4.45 % N.A. N.A. N.A. N.A. -18.18 % -18.18 % -0.43 % -0.43 %

-5.51% -0.43% -16.23% -2.86% + 3.25%+ 0.94% -2.11%+ 7.18% + 5.33%+ 11.24% + 7.46%+ 22.41%

ETM Rank

#NA of NA

Unranked

App exclusive

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360 ONE Quant Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹764 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 7.92 % + 7.92 % N.A. N.A. -2.52 % -2.52 % + 23.45 % + 88.16 % -4.62 % -4.62 % N.A. N.A. N.A. N.A. -6.85 % -6.85 % -0.5 % -0.5 %

-6.38% -0.5% -12.86% -2.23% + 2.47%+ 0.71% + 5.58%+ 11.33% + 19.75%+ 36.51% N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Aditya Birla Sun Life Quant Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹2,359 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 6.35 % + 6.35 % N.A. N.A. -2.19 % -2.19 % N.A. N.A. -3.6 % -3.6 % N.A. N.A. N.A. N.A. -11.92 % -11.92 % + 0.21 % + 0.21 %

+ 2.82%+ 0.21% -7.89% -1.34% + 4.95%+ 1.41% + 1.75%+ 9.28% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Axis Quant Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹907 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 4.64 % + 4.64 % N.A. N.A. -1.54 % -1.54 % + 12.17 % + 41.12 % -5.01 % -5.01 % N.A. N.A. N.A. N.A. -13.04 % -13.04 % + 1.12 % + 1.12 %

+ 15.06%+ 1.12% -11.64% -2.02% -0.54% -0.16% -2.38%+ 7.04% + 8.07%+ 15.77% N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Invesco India Business Cycle Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹657 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 19.19 % + 19.19 % N.A. N.A. -3.35 % -3.35 % N.A. N.A. + 0.16 % + 0.16 % N.A. N.A. N.A. N.A. N.A. N.A. -1.11 % -1.11 %

-13.59% -1.11% -2.08% -0.34% + 24.69%+ 6.67% N.A.N.A. N.A.N.A. N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Mahindra Manulife Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹2,120 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 4.29 % + 4.29 % N.A. N.A. -1.95 % -1.95 % + 19.54 % + 70.84 % -3.15 % -3.15 % N.A. N.A. N.A. N.A. -7.26 % -7.26 % + 0.47 % + 0.47 %

+ 6.34%+ 0.47% -6.77% -1.14% + 1.25%+ 0.36% + 2.1%+ 9.47% + 15.13%+ 28.03% N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Old Bridge Focused Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,739 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 3.3 % + 3.3 % N.A. N.A. -2.28 % -2.28 % N.A. N.A. -5.32 % -5.32 % N.A. N.A. N.A. N.A. -8.32 % -8.32 % + 0.26 % + 0.26 %

+ 3.44%+ 0.26% -10.96% -1.89% -1.61% -0.47% + 0.08%+ 8.38% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Samco Special Opportunities Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹162 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 11.9 % + 11.9 % N.A. N.A. -2.7 % -2.7 % N.A. N.A. -0.69 % -0.69 % N.A. N.A. N.A. N.A. -15.94 % -15.94 % -0.8 % -0.8 %

-9.97% -0.8% -8.01% -1.36% + 13.22%+ 3.69% + 0.61%+ 8.67% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

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Sundaram Business Cycle Fund

#NA of NA

Unranked

ETM Rank: App exclusive

Fund Size

₹1,784 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 7.99 % + 7.99 % N.A. N.A. -2.66 % -2.66 % N.A. N.A. -1.45 % -1.45 % N.A. N.A. N.A. N.A. -0.42 % -0.42 % -0.19 % -0.19 %

-2.5% -0.19% -4.28% -0.72% + 8.07%+ 2.29% + 7.13%+ 12.16% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NA

Unranked

App exclusive

Add to compare

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Minimum: ₹1,000

₹1500 ₹3,000 ₹5,000

₹5,000 ₹10,000 ₹20,000

for a period of for

Investment Period

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Invested Gains

You would have got

Total investment Invested ₹ 6 Lakh

Profit ₹ 3.33 Lakh

Current value Current value ₹ 9.33 Lakh

This fund has generated an XIRR of 22.76% over the past 5 Years

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How to invest in Strategy Funds?
Frequently Asked Questions

How to invest in Strategy Funds?

Investing in Strategy mutual funds on the ET Money app is simple. Follow these steps:

For Desktop Users:

Click on the "Invest" button next to the scheme in the Strategy fund list shown above.
Scan the QR code to download the app.

For Mobile Users:

Tap on the "Invest" button in the Strategy fund list to download the app.
Open the app, sign up, and complete your one-time KYC process, or log in if you're already registered.
Search for the mutual fund you want to invest in and choose your investment mode (Lump sum investment or SIP).
Enter your investment amount.
Fill in the required details, including your bank account for payment, and confirm.

All set! Your investment is complete.

Frequently Asked Questions

Which are the best Strategy Mutual Funds to invest in 2025?

These are top 5 Strategy funds you can invest in 2025

Fund Name	Fund Category	ETM Rank	5.0 Year Return (Annualized)
Tata Focused Fund	Equity	Unranked	20.17 % p.a.
ICICI Prudential Passive Strategy Fund (FOF)	Equity	Unranked	20.7 % p.a.
Samco Special Opportunities Fund	Equity	Unranked	NA
Nippon India Value Fund	Equity	Unranked	25.67 % p.a.
Axis Quant Fund	Equity	Unranked	NA

What kind of returns can I earn from Strategy ?

Strategy Funds have on an average delivered 22.16% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 18.62% and 14.24% p.a.