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Axis Focused 25 Fund - Dividend Option

Category: Equity Funds Diversified
Launch Date: 29-06-2012
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.13% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,666.92 Cr As on (31-07-2017)
Turn over: 107%
NAV as on


CAGR Since Inception


Nifty 50 Index 13.92%

PERFORMANCE of Axis Focused 25 Fund - Dividend Option

Scheme Performance (%)

Data as on - 25-05-2018

Yearly Performance (%)

Fund Managers

Mr. Jinesh Gopani

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research. Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.

RETURNS CALCULATOR for Axis Focused 25 Fund - Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of Axis Focused 25 Fund - Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Focused 25 Fund - Dividend Option 15.07 0.97 1.88 1.11 - -
Equity Funds Diversified

PEER COMPARISION of Axis Focused 25 Fund - Dividend Option

Data as on - 25-05-2018
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PORTFOLIO ANALYSIS of Axis Focused 25 Fund - Dividend Option

Asset Allocation (%)

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