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: 1.75% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,366.75 Cr As on 29-08-2025(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

54.15

13.59%

PERFORMANCE

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

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
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 13.69
Sharpe Ratio 0.25
Alpha -5.09
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 -6.61 13.04 10.21 13.67 12.03
HDFC Focused Fund - GROWTH PLAN 05-09-2004 1.37 22.86 23.06 29.09 14.87
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 1.34 16.14 15.71 20.24 14.66
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 -1.26 23.69 23.37 24.97 15.55
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 -3.07 18.5 17.79 - -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 -3.26 12.37 13.39 18.15 -
ITI Focused Fund - Regular Plan - Growth 19-06-2023 -3.3 20.13 - - -
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 -4.32 17.15 16.23 20.06 -
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 -4.75 19.02 17.96 17.07 12.81
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 -4.94 11.44 12.3 16.84 -

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

1.72%

Others

6.42%

Large Cap

80.43%

Mid Cap

11.44%

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