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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 12,723.22 Cr As on 30-04-2025(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

54.18

13.97%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnAxis Focused Fund - Regular Plan - Growth OptionNIFTY 500 TRIEquity: FocusedGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
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 16.2
Sharpe Ratio 0.18
Alpha -6.7
Beta 1.0
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 8.75 15.87 12.27 17.37 11.86
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 15.02 22.53 20.19 22.23 11.85
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 14.07 27.65 25.67 31.96 14.52
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 13.31 15.16 12.69 22.6 -
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 13.27 28.63 24.59 27.76 14.47

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

7.72%

Large Cap

75.41%

Mid Cap

16.84%

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