Axis Focused Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Equity: Focused |
| Launch Date: 02-05-2012 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.74% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,448.2 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 130% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017 |
54.88
0.1 (0.1822%)
13.41%
Benchmark: 12.47%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.42 |
| Sharpe Ratio | 0.42 |
| Alpha | -3.72 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Focused Fund - Regular Plan - Growth Option | 02-05-2012 | 3.63 | 8.64 | 12.82 | 7.74 | 12.32 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 17.35 | 21.02 | 23.93 | 21.6 | 16.63 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 15.57 | 15.17 | 18.42 | 16.88 | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 14.99 | 16.72 | 18.94 | 16.54 | 15.21 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 12.93 | 17.59 | 22.12 | 24.12 | 14.83 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 11.44 | 14.6 | 18.03 | 15.4 | 13.78 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 10.96 | 16.24 | - | - | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 10.85 | - | - | - | - |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 10.42 | 9.92 | 16.05 | 17.17 | 13.75 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 8.68 | 12.88 | 20.74 | 14.67 | 13.03 |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.69%
Others
3.02%
Large Cap
81.54%
Mid Cap
12.75%
Scheme Documents
There are no scheme documents available
