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  • Axis Mutual Fund
  • Axis Focused 25 Fund (Growth)
Axis Mutual Fund

Axis Focused 25 Fund (Growth)

EquityFocused

37.11

NAV (Jan 25)

6.8%
5 Year CAGR
Scripbox Opinion
Neutral
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

37.11

NAV (Jan 25)

Fund Returns

Last 1Y

-13.4%

Last 3Y

6.2%

Last 5Y

6.8%

Last 10Y

12.2%

Since Inception

13.3%

6 Month CAGR

-4.5%

Scheme Information

Investment Objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Expense Ratio

1.82

Launched (11y ago)

Jun 29, 2012

AUM in Crores

16723.857

ISIN

INF846K01CH7

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.3

Standard Deviation (5yr)

20.5

Beta (3yr)

0.98

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.295

Sharpe Ratio (5yr)

0.245

YTM

0

Fund Managers

Jinesh Gopani

Fund Manager

Vinayak Jayanath

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Focused 25 Fund (Growth)70%863,369 130,7576.8%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-25

Top Stock Holdings

avenue supermarts ltd

9.3%
9.3%

bajaj finance ltd

8.7%
8.7%

net receivables / (payables)

8.6%
8.6%

tata consultancy services ltd

8.6%
8.6%

clearing corporation of india ltd

7.6%
7.6%
See all holdings

Allocation by Sector

financial services

30.2%
30.2%

basic materials

15.9%
15.9%

technology

11.9%
11.9%

consumer defensive

9.3%
9.3%

healthcare

7%
7%
See all sectors

Compare Axis Focused 25 Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,720 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    8%

    4.2%

    7%

    5.7%

    7.5%

    6.4%

    8%

    6%

    7%

    Axis Focused 25 Fund (G) Review

    Axis Focused 25 Fund (G) is a Focused Equity fund and has delivered an annualised return of 13.3% over a period of 10 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Jinesh Gopani, Vinayak Jayanath.

    Nav of Axis Focused 25 Fund (G) as of 1/25/2023 is ₹37.11 with the total AUM as of 1/26/2023 is ₹16723.857. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Focused 25 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 25 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 25 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 IISL Nifty 500 TR INR.

    Axis Focused 25 Fund (G) is rated as a 2 fund in Equity and delivered -13.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Focused 25 Fund (G).

    Frequently Asked Questions

    What is Axis Focused 25 Fund (G)?

    Axis Focused 25 Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Axis Focused 25 Fund (G)?

    You can invest in Axis Focused 25 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 25 Fund (G)?

    The minimum sip amount for Axis Focused 25 Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Focused 25 Fund (G) good to invest in?

    As per Scripbox experts, Axis Focused 25 Fund (G) is a Neutral fund. You can investAxis Focused 25 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 25 Fund (G)?

    The expense ratio of the Axis Focused 25 Fund (G) is 1.82% for regular plan.