Axis Focused 25 Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Equity: Focused |
| Launch Date: 29-06-2012 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.73% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 14,086.94 Cr As on (31-03-2024) |
| Turn over: 152% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 12 months |
19.45
0.1 (0.5141%)
13.49%
Benchmark: 12.58%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
5 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 0.97 |
| Alpha | 1.88 |
| Beta | 1.11 |
| 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 25 Fund - Regular Plan - IDCW | 29-06-2012 | 31.46 | 7.04 | 9.36 | 11.51 | 13.16 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 69.25 | 25.99 | 25.47 | - | - |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 56.49 | 23.61 | 23.27 | 22.42 | 20.21 |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 53.19 | 26.28 | 23.26 | 14.7 | 15.78 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 51.44 | 25.79 | 26.36 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 46.63 | 24.69 | 24.51 | 19.77 | 15.36 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 41.7 | 26.02 | 29.65 | 19.64 | 15.7 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 41.14 | 19.56 | 20.19 | - | - |
| Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 40.9 | 21.83 | 23.09 | 18.36 | 18.26 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 40.65 | 18.15 | 15.9 | 14.6 | 14.38 |
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
Others
7.22%
Large Cap
76.23%
Mid Cap
16.56%
