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Axis Focused Fund - Direct Plan - Growth Option

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Equity: Focused
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 1.11% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,166.45 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.31% | 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
NAV as on 02-09-2026

65.76

-0.32 (-0.4866%)

CAGR Since Inception

13.43%

Benchmark: 12.1%

PERFORMANCE

Returns Type:
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Nifty 500 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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
3 Years 6 Months
7 Years 11 Months
8 Years 8 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 14.87
Sharpe Ratio 0.29
Alpha -3.91
Beta 0.89
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 - Direct Plan - Growth Option 01-01-2013 4.5 1.83 11.58 5.04 12.12
Motilal Oswal Focused Fund - Regular Plan Growth Option 05-05-2013 26.11 2.54 13.33 9.23 11.91
Old Bridge Focused Fund - Regular Growth 24-01-2024 18.07 4.31 - - -
SBI Focused Fund - Regular Plan -Growth 01-10-2004 15.03 9.41 15.69 11.59 14.3
ITI Focused Fund - Regular Plan - Growth 19-06-2023 11.1 5.05 17.15 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 10.8 -1.35 12.6 11.85 13.5
HSBC Focused Fund - Regular Growth 22-07-2020 9.81 3.39 14.21 11.46 -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 8.2 4.06 11.38 9.33 -
Kotak Focused Fund- Regular Plan - Growth Option 05-07-2019 7.81 3.85 14.07 11.14 -
360 One Focused Fund -Regular Plan - Growth 30-10-2014 6.53 -0.73 11.01 10.56 14.24

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

1.59%

Others

6.18%

Large Cap

79.66%

Mid Cap

12.57%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

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