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  • Axis Focused Fund (G)
Axis Mutual Fund

Axis Focused Fund (G)

EquityFocused

55.63

NAV (Oct 04)

14.041%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

55.63

NAV (Oct 4)

Fund Returns

Last 1Y
32.5%
Last 3Y
5.2%
Last 5Y
14%
Last 10Y
13.6%
Since Inception
15%
6 Month CAGR
12%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 30 companies.

Expense Ratio
1.72
Launched (0y ago)
1.72
AUM in Crores
14155.6
ISIN
INF846K01CH7
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.8
Beta
1.1
Sharpe Ratio
0.3
YTM
-
Fund Managers

Hitesh Das

Fund Manager

Krishnaa Narayan

Fund Manager

Sachin Relekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Focused Fund (G)70%10,38,072 3,05,46014%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-29

Top Stock Holdings

Torrent Power Ltd.

7.9%
7.94%

ICICI Bank Ltd.

7.2%
7.18%

Tata Consultancy Services Ltd.

6.3%
6.26%

Bajaj Finance Ltd.

5.7%
5.66%

Pidilite Industries Ltd.

5.5%
5.52%
See all holdings

Allocation by Sector

Financial

24.43%
24.43%

Services

16.31%
16.31%

Energy

10.66%
10.66%

Automobile

10.39%
10.39%

Chemicals

7.74%
7.74%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox Opinion
Till Date CAGR

6.131%

7.01%

-

5.746%

5.739%

4.907%

6.209%

8.01%

6.036%

7.077%

Axis Focused Fund (G) Review

Axis Focused Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.007% over a period of 12 years. The fund is managed by Axis Mutual Fund. The fund managers are Hitesh Das, Krishnaa Narayan, Sachin Relekar.

Nav of Axis Focused Fund (G) as of 10/4/2024 is ₹55.63 with the total AUM as of 10/7/2024 is ₹14155.616101. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Focused Fund (G) was launched on 2012-06-29. The category risk of the fund is High.

The minimum SIP amount for Axis Focused Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Axis Focused Fund (G) is rated as a 1 fund in Equity and delivered 32.547% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Focused Fund (G).

Frequently Asked Questions

What is Axis Focused Fund (G)?

Axis Focused Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Focused Fund (G)?

You can invest in Axis Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Focused Fund (G)?

The minimum sip amount for Axis Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Focused Fund (G) good to invest in?

As per Scripbox experts, Axis Focused Fund (G) is a 1 fund. You can investAxis Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Focused Fund (G)?

The expense ratio of the Axis Focused Fund (G) is 1.72% for regular plan.