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 (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 11,916.11 Cr As on 31-12-2025(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 |
17.56
-0.02 (-0.1139%)
12.09%
Benchmark: 12.35%
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 | 15.43 |
| 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 | 2.82 | 6.47 | 11.49 | 5.83 | 11.32 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 16.96 | 14.24 | 18.01 | 15.18 | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 16.62 | 17.82 | 23.16 | 19.57 | 17.05 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.57 | 15.81 | 18.9 | 15.65 | 15.74 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 13.15 | 11.8 | - | - | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 13.11 | 12.4 | - | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 12.3 | 15.66 | 21.74 | 21.89 | 16.18 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 11.67 | 12.89 | 17.67 | 13.96 | 14.27 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 10.99 | 8.92 | 15.22 | 14.53 | 14.93 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 8.57 | 9.92 | 17.41 | 13.84 | - |
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
2.57%
Others
6.86%
Large Cap
78.68%
Mid Cap
11.88%
Scheme Documents
There are no scheme documents available
