Axis Mutual Fund

Axis Focused Fund Direct Plan Growth

₹ 61.49

NAV (Apr 23)

17.605%
5 Year CAGR
Scripbox Opinion
not-recommended
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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

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

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 30 companies.

Expense Ratio
0.83 %
Launched
-
AUM in Crores
12346.5
ISIN
INF846K01CQ8
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.7
Beta
1
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Torrent Power Ltd.

7.94%
7.94%

ICICI Bank Ltd.

7.18%
7.18%

Tata Consultancy Services Ltd.

6.26%
6.26%

Bajaj Finance Ltd.

5.66%
5.66%

Pidilite Industries Ltd.

5.52%
5.52%
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Allocation by Sector

Financial

31.9%
31.9%

Services

17.65%
17.65%

Healthcare

9.44%
9.44%

Technology

6.37%
6.37%

Communication

5.62%
5.62%
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Frequently Asked Questions

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