Axis Focused 25 Fund - Growth - Regular Plan

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  • Net Change on 27-11-2020

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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 14.18 14.37 13.09 10.53 14.83 15.78
NIFTY 50 9.08 12.20 7.18 7.63 10.29 13.45
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 9.76 12.15 9.93 7.47 11.67 9.82

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 13.09 10.53 14.83 2.01 11,895.49
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 8.94 8.53 12.67 1.83 10,619.72
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated 1.84 1.79 7.81 1.87 6,580.61
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 7.57 4.96 9.79 2.07 4,092.39
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 8.36 1.15 8.33 2.06 3,741.15
DSP Focus Fund - Regular Plan - Growth Jun 10, 2010 Unrated 3.23 5.27 8.95 2.14 1,864.91

Fund Holdings as on 31-October-2020

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Avenue Supermarts Limited

  • Maruti Suzuki India Limited

  • Housing Development Finance Corporation Limited

  • Divi's Laboratories Limited

  • Pidilite Industries Limited

  • Clearing Corporation of India Ltd

  • Supreme Industries Limited

  • Info Edge (India) Limited

  • Shree Cement Limited

  • Infosys Limited

  • Asian Paints Limited

  • Cipla Limited

  • Motherson Sumi Systems Limited

  • Bajaj Finserv Limited

  • Wipro Limited

  • 2.75% Axis Bank Limited (07/12/2020)

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Retailing

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Chemicals

  • Plastic Products

  • BPO/ITeS

  • Cement & Construction Materials

  • Paints

  • Miscellaneous

  • Auto Ancillary

  • Finance - Investment

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Fund Manager

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About Axis Focused 25 Fund

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 ₹11,895.49 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 up ₹0.18(0.52%)yesterday to ₹34.49.

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

The Axis Focused 25 Fund is managed by Jinesh Gopani .

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