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Axis Focused Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Equity: Focused
Launch Date: 02-05-2012
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 1.75% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 10,852.23 Cr As on 31-05-2026(Source:AMFI)
Turn over: 0.31% | Exit Load: Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
NAV as on 10-07-2026

54.1

0.42 (0.7763%)

CAGR Since Inception

12.78%

Benchmark: 12.13%

PERFORMANCE

Returns Type:
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End : 
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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
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 14.87
Sharpe Ratio 0.23
Alpha -4.83
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 - Regular Plan - Growth Option 02-05-2012 -2.91 1.48 8.72 5.3 11.37
Motilal Oswal Focused Fund - Regular Plan Growth Option 05-05-2013 13.79 3.35 12.12 9.56 12.06
SBI Focused Fund - Regular Plan -Growth 01-10-2004 10.59 8.67 16.36 12.96 14.77
Old Bridge Focused Fund - Regular Growth 24-01-2024 9.65 7.97 - - -
Kotak Focused Fund- Regular Plan - Growth Option 05-07-2019 8.37 5.5 15.71 13.15 -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 6.87 4.28 12.29 11.02 -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 6.54 0.81 14.51 13.27 14.22
ITI Focused Fund - Regular Plan - Growth 19-06-2023 5.92 4.92 17.58 - -
HSBC Focused Fund - Regular Growth 22-07-2020 5.74 4.91 14.85 13.09 -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 4.26 6.04 18.7 16.96 14.89

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

4.99%

Others

11.06%

Large Cap

73.77%

Mid Cap

10.18%

Scheme Documents

May 2026

Monthly Portfolio Disclosure - May 2026

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