- Mutual Funds
- Axis Mutual Fund
- Axis Focused Fund (Growth)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 52.33
NAV (Jul 25)
Fund Returns
Last 1Y | 23.1% |
Last 3Y | 7.5% |
Last 5Y | 14% |
Last 10Y | 13.4% |
Since Inception | 14.7% |
6 Month CAGR | 15.8% |
Scheme Information
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Expense Ratio | 1.72 |
Launched (12y ago) | Jun 29, 2012 |
AUM in Crores | 13880.511 |
ISIN | INF846K01CH7 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.7 |
Standard Deviation (5yr) | 19.7 |
Beta (3yr) | 1.06 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 0.222 |
Sharpe Ratio (5yr) | 0.454 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Focused Fund (Growth) | 10,39,673 | 3,07,061 | 14.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
bajaj finance ltd
7.4%icici bank ltd
7.2%torrent power ltd
7.2%avenue supermarts ltd
6.8%tata consultancy services ltd
6.1%Allocation by Sector
financial services
28.7%consumer cyclical
11.5%basic materials
10.2%communication services
7.5%utilities
7.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.4% | 7.9% | ||
5.9% | 7% | ||
6.1% | 8% | ||
5.9% | 7% | ||
- | 5.4% |
Axis Focused Fund (G) Review
Axis Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 14.7% over a period of 12 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Krishnaa N, Sachin Relekar.
Nav of Axis Focused Fund (G) as of 7/25/2024 is ₹52.33 with the total AUM as of 7/26/2024 is ₹13880.511. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Focused Fund (G) was launched on Jun 29, 2012. The category risk of the fund is Very High Risk.
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 TR INR.
Axis Focused Fund (G) is rated as a 1 fund in Equity and delivered 22.8% 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)?
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 Not Recommended 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.