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  • Axis Focused Fund Pyt (PIDCW-A)
Axis Mutual Fund

Axis Focused Fund Pyt (PIDCW-A)

EquityFocused

20.21

NAV (Jun 21)

10.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Poor

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

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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

20.21

NAV (Jun 21)

Fund Returns

Last 1Y
22.8%
Last 3Y
7.8%
Last 5Y
12.8%
Last 10Y
13.6%
Since Inception
14.7%
6 Month CAGR
14.4%

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
1.73
Launched (12y ago)
Jun 29, 2012
AUM in Crores
13341.106
ISIN
INF846K01CI5
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.1
Standard Deviation (5yr)
20.1
Beta (3yr)
1.07
Beta (5yr)
0.98
Sharpe Ratio (3yr)
-0.038
Sharpe Ratio (5yr)
0.283
YTM
0
Fund Managers

Krishnaa N

Fund Manager

Sachin Relekar

Fund Manager

Hitesh Das

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Focused Fund Pyt (PIDCW-A)70%9,47,477 2,14,86510.5%
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 2024-06-21

Top Stock Holdings

torrent power ltd

7.7%
7.7%

avenue supermarts ltd

7.4%
7.4%

bajaj finance ltd

7.2%
7.2%

tata consultancy services ltd

7.2%
7.2%

icici bank ltd

7%
7%
See all holdings

Allocation by Sector

financial services

26.7%
26.7%

basic materials

11.2%
11.2%

consumer cyclical

10.8%
10.8%

utilities

7.7%
7.7%

consumer defensive

7.5%
7.5%
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)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 295,858 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5%

7.9%

5.8%

7%

6%

8%

5.8%

7%

-

5.3%

Axis Focused Fund Pyt (PIDCW-A) Review

Axis Focused Fund Pyt (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 13.5% over a period of 11 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 Pyt (PIDCW-A) as of 6/21/2024 is ₹20.21 with the total AUM as of 6/24/2024 is ₹13341.106. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Focused Fund Pyt (PIDCW-A) was launched on Jun 29, 2012. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Focused Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A) 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 Pyt (PIDCW-A) is rated as a 1 fund in Equity and delivered 12% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Focused Fund Pyt (PIDCW-A).

Frequently Asked Questions

What is Axis Focused Fund Pyt (PIDCW-A)?

Axis Focused Fund Pyt (PIDCW-A) 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 Fund Pyt (PIDCW-A)?

You can invest in Axis Focused Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?

The minimum sip amount for Axis Focused Fund Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Focused Fund Pyt (PIDCW-A) good to invest in?

As per Scripbox experts, Axis Focused Fund Pyt (PIDCW-A) is a Not Recommended fund. You can investAxis Focused Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?

The expense ratio of the Axis Focused Fund Pyt (PIDCW-A) is 1.73% for regular plan.