- Mutual Funds
- Axis Mutual Fund
- Axis Focused 25 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
₹ 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Focused 25 Fund (Growth) | 8,87,328 | 1,54,716 | 7.9% | |
| 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
9.2%tata consultancy services ltd shs dematerialised
8.5%avenue supermarts ltd
8.4%kotak mahindra bank ltd
7.7%pidilite industries ltd
7.5%Allocation by Sector
financial services
29.6%basic materials
16.9%technology
12%consumer defensive
8.4%healthcare
5.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox 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)?
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.