8 months ago

Special-Situation Funds and Focused Funds Performance

Special-Situation Funds and Focused Funds Performance
Tapping Into Special-Situation Opportunities · thehindubusinessline.com

Special-situation funds invest in companies facing short-term problems, like management issues or policy changes, which can make their stock prices drop.

These funds buy these stocks at lower prices and sell them when the prices go back up.

One such fund, ICICI Prudential India Opportunities Fund, has done really well, giving a 21% return every year since it started.

Focused funds, on the other hand, have a limited number of stocks in their portfolio to ensure diversification.

Some of these funds have also done well, especially those with a lot of large-cap stocks.

Investors should be patient with these funds as they take time to give good returns.

Key facts

Special-Situation Funds
7 mutual fund schemes following event-driven investment approach
Top Performing Special-Situation Fund
ICICI Prudential India Opportunities Fund (IIOF)
IIOF Returns
21% compounded annualised return since January 2019
IIOF AUM
₹33,946 crore as of November 2025
Focused Funds
28 funds in the category with total AUM of ₹1.75 lakh crore as of November 2025
Top Performing Focused Funds
HDFC, 360 One, ICICI Prudential, Quant, Franklin India
Focused Funds Large-Cap Exposure
Over 62% as of November 2025
Nifty 500 TRI Returns (Jan 2018-Jan 2026)
13.5% compounded annually

Sources

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