Axis Mutual Fund

Axis Focused Fund Regular Plan Growth

₹ 49.64

NAV (Apr 08)

15.847%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
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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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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
1.75 %
Launched 12Y ago
2012-06-29
AUM in Crores
11556.7
ISIN
INF846K01CH7
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.7
Beta
1
Sharpe Ratio
-0.1
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Torrent Power Ltd.

7.94%
7.94%

ICICI Bank Ltd.

7.18%
7.18%

Tata Consultancy Services Ltd.

6.26%
6.26%

Bajaj Finance Ltd.

5.66%
5.66%

Pidilite Industries Ltd.

5.52%
5.52%
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Allocation by Sector

Financial

31.9%
31.9%

Services

17.65%
17.65%

Healthcare

9.44%
9.44%

Technology

6.37%
6.37%

Communication

5.62%
5.62%
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comparison

Comparison with Equity Funds

Axis Focused Fund Regular Plan Growth Review

Axis Focused Fund Regular Plan Growth is a Focused Equity fund and has delivered an annualised return of 13.2% over 12 years. The fund has grown 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 as of 4/8/2025 is ₹49.64 with the total AUM as of 4/10/2025 is ₹11556.73. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Focused Fund was launched on 2012-06-29. The category risk of the fund is Very High.

The minimum SIP amount for Axis Focused Fund Regular Plan Growth 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 Regular Growth 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.

Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered -1.96% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Focused Fund.

Frequently Asked Questions

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