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: 100.0 |
| Minimum Topup: 100.0 |
| 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 |
55.04
-0.23 (-0.4179%)
13.95%
Benchmark: 12.54%
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 | 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 | 3.32 | 13.58 | 12.51 | 14.5 | 11.47 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 11.06 | 21.95 | 21.27 | 19.8 | 12.12 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 7.2 | 24.26 | 25.45 | 28.26 | 14.02 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 7.01 | 31.62 | 26.41 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 6.65 | 13.15 | 13.48 | 18.44 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 6.57 | 19.46 | 20.27 | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 6.25 | 17.81 | 17.64 | 20.17 | 14.35 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 6.17 | 24.75 | 24.81 | 25.15 | 14.64 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 5.21 | - | - | - | - |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 3.73 | 21.85 | 20.93 | 19.59 | 11.53 |
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
1.83%
Others
3.99%
Large Cap
82.12%
Mid Cap
12.05%
