• Mutual Funds
  • Axis Mutual Fund
  • Axis Focused 25 Fund Pyt (PIDCW-A)
Axis Mutual Fund

Axis Focused 25 Fund Pyt (PIDCW-A)

EquityFocused

18.13

NAV (Oct 03)

9.1%
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).

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

Neutral

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

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

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

18.13

NAV (Oct 3)

Fund Returns

Last 1Y
5.6%
Last 3Y
13.1%
Last 5Y
9.1%
Last 10Y
13.6%
Since Inception
13.3%
6 Month CAGR
17.1%

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
14695.357
ISIN
INF846K01CI5
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
17.6
Standard Deviation (5yr)
19.9
Beta (3yr)
1.14
Beta (5yr)
0.98
Sharpe Ratio (3yr)
0.51
Sharpe Ratio (5yr)
0.286
YTM
0
Fund Managers

Shreyash Devalkar

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 Pyt (PIDCW-A)70%9,14,458 1,81,8469.1%
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 2023-10-03

Top Stock Holdings

net receivables / (payables)

10.2%
10.2%

clearing corporation of india ltd

10.1%
10.1%

avenue supermarts ltd

9.3%
9.3%

bajaj finance ltd

8.8%
8.8%

tata consultancy services ltd shs dematerialised

7.8%
7.8%
See all holdings

Allocation by Sector

financial services

24.3%
24.3%

basic materials

17.4%
17.4%

technology

11.2%
11.2%

consumer defensive

9.3%
9.3%

healthcare

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,862 cr

₹ 11,197 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 268,870 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

4.7%

7.9%

4.7%

7%

5.8%

8%

4.8%

7.5%

5.9%

7%

Axis Focused 25 Fund Pyt (PIDCW-A) Review

Axis Focused 25 Fund Pyt (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 13.3% over a period of 11 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar, Vinayak Jayanath.

Nav of Axis Focused 25 Fund Pyt (PIDCW-A) as of 10/3/2023 is ₹18.13 with the total AUM as of 10/4/2023 is ₹14695.357. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Focused 25 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 25 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 25 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 IISL Nifty 500 TR INR.

Axis Focused 25 Fund Pyt (PIDCW-A) is rated as a 2 fund in Equity and delivered 5.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Focused 25 Fund Pyt (PIDCW-A).

Frequently Asked Questions

What is Axis Focused 25 Fund Pyt (PIDCW-A)?

Axis Focused 25 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 25 Fund Pyt (PIDCW-A)?

You can invest in Axis Focused 25 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 25 Fund Pyt (PIDCW-A)?

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

Is Axis Focused 25 Fund Pyt (PIDCW-A) good to invest in?

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

The expense ratio of the Axis Focused 25 Fund Pyt (PIDCW-A) is 1.7% for regular plan.