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  • Axis Focused 25 Fund (Growth)
Axis Mutual Fund

Axis Focused 25 Fund (Growth)

EquityFocused

40.44

NAV (May 30)

7.9%
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

40.44

NAV (May 30)

Fund Returns

Last 1Y
3.6%
Last 3Y
17.4%
Last 5Y
7.9%
Last 10Y
12.8%
Since Inception
13.7%
6 Month CAGR
-1.7%

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
1.7
Launched (11y ago)
Jun 29, 2012
AUM in Crores
15266.534
ISIN
INF846K01CH7
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
18.1
Standard Deviation (5yr)
20.4
Beta (3yr)
1.11
Beta (5yr)
0.98
Sharpe Ratio (3yr)
0.566
Sharpe Ratio (5yr)
0.182
YTM
0
Fund Managers

Vinayak Jayanath

Fund Manager

Jinesh Gopani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Focused 25 Fund (Growth)70%8,87,328 1,54,7167.9%
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 2023-05-30

Top Stock Holdings

bajaj finance ltd

9.2%
9.2%

tata consultancy services ltd shs dematerialised

8.5%
8.5%

avenue supermarts ltd

8.4%
8.4%

kotak mahindra bank ltd

7.7%
7.7%

pidilite industries ltd

7.5%
7.5%
See all holdings

Allocation by Sector

financial services

29.6%
29.6%

basic materials

16.9%
16.9%

technology

12%
12%

consumer defensive

8.4%
8.4%

healthcare

5.9%
5.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 8,056 cr

₹ 10,178 cr

₹ 14,448 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 249,483 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

5.2%

8%

4.3%

7%

6.5%

8.1%

5.3%

7.6%

6.4%

7%

Axis Focused 25 Fund (G) Review

Axis Focused 25 Fund (G) is a Focused Equity fund and has delivered an annualised return of 13.7% over a period of 10 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Jinesh Gopani, Vinayak Jayanath.

Nav of Axis Focused 25 Fund (G) as of 5/30/2023 is ₹40.44 with the total AUM as of 5/31/2023 is ₹15266.534. 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 3.6% 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 1.7% for regular plan.