Axis Focused Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Equity: Focused |
| Launch Date: 29-06-2012 |
| 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 |
19.63
0.06 (0.3057%)
12.68%
Benchmark: 12.42%
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
5 Years 5 Months
There is no value for 4x
There is no value for 5x
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 | 15.43 |
| Sharpe Ratio | 0.16 |
| Alpha | -10.42 |
| Beta | 1.06 |
| 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 - IDCW | 29-06-2012 | -3.49 | 12.9 | 9.98 | 12.12 | 10.96 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 6.31 | 16.97 | 16.16 | 19.89 | 14.83 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 5.86 | 23.46 | 23.12 | 28.66 | 14.94 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 3.21 | 24.48 | 23.79 | 25.02 | 15.68 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 1.26 | 18.98 | 18.13 | - | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 0.95 | 18.41 | 17.11 | 19.73 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 0.82 | 20.4 | - | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 0.31 | 12.51 | 13.55 | 17.6 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 0.14 | 20.42 | 18.92 | 17.2 | 12.94 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | -1.47 | 11.79 | 12.61 | 16.46 | - |
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
1.72%
Others
6.42%
Large Cap
80.43%
Mid Cap
11.44%
