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: 1.78% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 9,966.3 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 0.26% | 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 |
52.52
0.13 (0.2475%)
12.71%
Benchmark: 12.21%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 15.08 |
| Sharpe Ratio | 0.36 |
| Alpha | -4.15 |
| Beta | 0.9 |
| 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 | -0.94 | 3.7 | 10.48 | 6.32 | 11.81 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 19.84 | 5.99 | 11.6 | 9.38 | 11.82 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 16.86 | 13.74 | 19.2 | 15.26 | 15.37 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 14.62 | 11.47 | - | - | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 12.8 | 8.49 | 17.02 | 14.64 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 12.53 | 10.65 | 17.19 | 14.68 | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 11.56 | 11.87 | - | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 11.22 | 7.27 | 14.48 | 12.51 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 9.07 | 11.2 | 18.66 | 14.44 | 13.8 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 8.68 | 2.15 | 15.7 | 12.43 | 14.16 |
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
2.81%
Others
11.34%
Large Cap
74.29%
Mid Cap
11.56%
