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: 1.75% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,284.71 Cr As on 30-09-2025(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 |
55.77
0.24 (0.4303%)
13.8%
Benchmark: 12.45%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
9 Years 1 Months
9 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 13.33 |
| Sharpe Ratio | 0.37 |
| Alpha | -4.66 |
| Beta | 0.91 |
| 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 | -0.68 | 14.4 | 11.23 | 12.89 | 12.1 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 7.17 | 23.75 | 22.95 | 28.66 | 14.74 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 6.67 | 16.94 | 15.3 | 19.65 | 14.52 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 4.86 | 24.99 | 23.45 | 24.93 | 15.44 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 4.41 | 19.8 | 17.45 | 19.56 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.98 | 19.84 | 18.05 | - | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 2.75 | 21.32 | - | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 1.17 | 12.98 | 13.6 | 17.0 | - |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 0.23 | 13.95 | 14.81 | 21.77 | 13.82 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | -0.01 | 20.6 | 18.72 | 16.74 | 12.88 |
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
1.72%
Others
6.42%
Large Cap
80.43%
Mid Cap
11.44%
