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 (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,726.63 Cr As on 31-10-2025(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 |
55.82
-0.13 (-0.2329%)
13.71%
Benchmark: 12.5%
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 | 13.41 |
| Sharpe Ratio | 0.43 |
| Alpha | -4.11 |
| 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 | 7.93 | 14.99 | 10.92 | 11.11 | 12.74 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.31 | 26.3 | 22.22 | 24.54 | 16.12 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.06 | 18.46 | 16.67 | 18.55 | 15.14 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 12.67 | 20.08 | 16.0 | 18.72 | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 12.03 | 23.61 | 21.21 | 27.01 | 14.95 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 10.21 | 20.36 | - | - | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 9.83 | 20.59 | 17.03 | - | - |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 9.67 | 15.1 | 14.31 | 20.36 | 14.16 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 9.2 | 19.48 | 15.98 | 17.27 | 13.48 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 8.64 | 21.69 | 18.71 | 16.9 | 13.53 |
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
2.75%
Others
3.93%
Large Cap
80.46%
Mid Cap
12.87%
