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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,366.75 Cr As on 29-08-2025(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 |
56.24
0.15 (0.2667%)
13.95%
Benchmark: 12.5%
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 | 13.69 |
| Sharpe Ratio | 0.25 |
| Alpha | -5.09 |
| Beta | 0.92 |
| 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 | -1.18 | 14.14 | 10.54 | 13.58 | 12.54 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 6.55 | 15.85 | 15.43 | 19.35 | 15.04 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 6.39 | 22.4 | 22.65 | 28.38 | 15.1 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 3.76 | 23.61 | 23.19 | 24.8 | 15.91 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.66 | 18.87 | 17.88 | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 1.65 | 12.93 | 13.75 | 18.07 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 1.15 | 17.37 | 16.09 | 19.94 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 0.54 | 19.65 | 18.21 | 17.22 | 13.19 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 0.45 | 20.35 | - | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 0.41 | 11.51 | 12.04 | 16.58 | - |
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%
