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: 1.73% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 13,023.14 Cr As on 30-06-2025(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

54.35

13.8%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnAxis Focused Fund - Regular Plan - Growth OptionNIFTY 500 TRIEquity: FocusedGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
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 15.03
Sharpe Ratio 0.67
Alpha -5.08
Beta 0.97
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 1.19 13.05 9.58 13.85 11.38
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 8.68 20.96 18.03 18.57 12.08
Invesco India Focused Fund - Growth 08-09-2020 6.17 31.85 24.73 - -
HDFC Focused Fund - GROWTH PLAN 05-09-2004 5.44 22.31 22.86 27.98 13.75
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 5.42 19.47 18.05 - -

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.83%

Others

3.99%

Large Cap

82.12%

Mid Cap

12.05%

Feedback
Notification