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

53.95

13.71%

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 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 2.55 12.9 8.87 13.24 11.09
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 9.19 20.52 17.22 17.58 11.86
Invesco India Focused Fund - Growth 08-09-2020 8.24 31.06 23.86 - -
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 7.84 19.4 17.24 - -
HDFC Focused Fund - GROWTH PLAN 05-09-2004 7.72 22.12 22.3 27.5 13.49
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 5.93 15.18 14.29 19.04 13.75
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 4.93 22.51 21.51 24.09 14.42
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 3.91 10.75 10.5 16.79 -
HSBC Focused Fund - Regular Growth 22-07-2020 3.8 17.04 16.03 19.62 -
ITI Focused Fund - Regular Plan - Growth 19-06-2023 2.65 20.92 - - -

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

1.83%

Others

3.99%

Large Cap

82.12%

Mid Cap

12.05%

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