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: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
53.3
-0.32 (-0.6004%)
13.87%
Benchmark: 12.46%
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 | 9.87 | 15.62 | 12.7 | 16.55 | 12.09 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 17.39 | 27.54 | 26.81 | 31.34 | 14.65 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.58 | 28.5 | 25.48 | 27.87 | 14.45 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 15.46 | 22.81 | 20.77 | 21.6 | 11.81 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 15.38 | 36.35 | 26.52 | - | - |
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
7.8%
Large Cap
74.83%
Mid Cap
17.36%
