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: 1.74% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,630.28 Cr As on 31-07-2025(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 |
54.47
-0.12 (-0.2203%)
13.72%
Benchmark: 12.41%
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 | 13.68 |
| Sharpe Ratio | 0.38 |
| Alpha | -5.33 |
| 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 | -1.68 | 14.22 | 8.86 | 12.8 | 12.33 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 5.6 | 22.57 | 22.01 | 27.09 | 15.04 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 4.28 | 16.1 | 14.9 | 18.32 | 14.67 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.94 | 19.33 | 17.39 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 2.53 | 23.7 | 22.07 | 23.86 | 15.9 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 1.77 | 29.3 | 23.59 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 0.97 | 11.58 | 11.13 | 16.43 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 0.86 | 19.45 | 17.01 | 16.86 | 13.09 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 0.08 | 13.0 | 12.68 | 17.55 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 0.04 | 17.33 | 15.31 | 19.52 | - |
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
1.93%
Others
6.51%
Large Cap
79.97%
Mid Cap
11.6%
