Axis Focused 25 Fund - Growth - Regular Plan

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  • Net Change on 26-02-2021

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Fund Overview Growth | Regular Plan

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Fund Objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Focused 25 Fund - Regular Plan - Growth Option 0.78 9.12 19.31 13.30 19.86 16.45
NIFTY 50 2.04 11.87 24.41 11.13 15.61 13.75
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 3.30 13.76 28.17 11.76 17.51 10.71

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 19.31 13.30 19.86 1.73 13,660.12
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 16.22 11.71 17.60 1.92 12,519.87
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated 30.15 10.34 16.84 1.86 7,318.79
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 20.48 9.40 15.04 1.93 4,444.43
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 38.32 10.19 18.23 2.05 4,388.64
DSP Focus Fund - Regular Plan - Growth Jun 10, 2010 Unrated 15.26 8.17 14.06 2.10 1,998.64

Fund Holdings as on 31-January-2021

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Housing Development Finance Corporation Limited

  • HDFC Bank Limited

  • Avenue Supermarts Limited

  • Reliance Industries Limited

  • Info Edge (India) Limited

  • Maruti Suzuki India Limited

  • Pidilite Industries Limited

  • Supreme Industries Limited

  • Divi's Laboratories Limited

  • Clearing Corporation of India Ltd

  • Shree Cement Limited

  • Infosys Limited

  • Asian Paints Limited

  • Motherson Sumi Systems Limited

  • Wipro Limited

  • Cipla Limited

  • Bajaj Finserv Limited

  • 2.6% Axis Bank Limited (12/03/2021)

  • ICICI Bank Limited

  • Gland Pharma Limited

  • Tata Motors Limited

  • Reliance Industries Limited - Partly Paid Shares

  • Indigo Paints Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Finance - Housing

  • Retailing

  • Refineries

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Chemicals

  • Plastic Products

  • Cement & Construction Materials

  • Miscellaneous

  • Paints

  • Auto Ancillary

  • Finance - Investment

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About Axis Focused 25 Fund

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Scheme Analysis

Axis Focused 25 Fund is a Equity - Focused Fund fund and belongs to Axis Mutual Fund. It was launched on 29-Jun-2012 and currently has an AUM of ₹13,660.12 crore. Axis Focused 25 Fund is benchmarked against NIFTY 50 as primary index and NIFTY 50 - TRI as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Axis Focused 25 Fund ended down ₹-1.24(-3.21%)yesterday to ₹37.44.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, and

The Axis Focused 25 Fund is managed by Jinesh Gopani and Hitesh Das.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com