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 (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,344.85 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 130% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
48.46
-0.07 (-0.1444%)
13.26%
Benchmark: 12.21%
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 25 companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.37 |
| Sharpe Ratio | -0.03 |
| Alpha | -8.29 |
| Beta | 1.01 |
| 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 | 2.87 | 14.32 | 4.77 | 9.11 | 10.29 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 11.4 | 20.28 | 11.12 | 14.44 | 13.11 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 11.24 | 25.12 | 23.23 | 23.16 | 13.12 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 10.91 | 32.59 | 18.59 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 8.46 | 24.65 | 18.67 | 22.91 | 12.44 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 8.13 | 23.6 | 14.04 | 14.36 | 10.35 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 7.63 | 22.1 | 15.08 | 14.14 | 10.57 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 5.74 | - | - | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 5.6 | 20.54 | - | - | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 5.54 | 19.45 | 14.03 | - | - |
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
Others
6.92%
Large Cap
74.02%
Mid Cap
19.06%
