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
-0.23 (-0.4245%)
13.97%
Benchmark: 12.52%
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
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
PORTFOLIO
Market Cap Distribution
Others
7.72%
Large Cap
75.41%
Mid Cap
16.84%
