Axis Focused 25 Fund - Growth - Regular Plan

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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 1.62 -6.88 18.81 20.54 19.17 17.05
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 4.88 -2.94 20.18 18.60 18.27 13.81

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 18.81 20.54 19.17 1.77 20,426.88
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 36.45 23.33 20.01 1.92 23,716.70
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 35.23 20.32 16.52 1.86 7,745.91
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 33.53 21.06 15.96 2.00 5,698.95
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 Unrated 22.10 18.25 14.81 1.99 5,282.96
IIFL Focused Equity Fund -Regular Plan - Growth Oct 30, 2014 30.09 28.50 20.31 1.98 2,630.42

Fund Holdings as on 31-December-2021

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • Info Edge (India) Limited

  • Clearing Corporation of India Ltd

  • Divi's Laboratories Limited

  • Pidilite Industries Limited

  • Kotak Mahindra Bank Limited

  • Housing Development Finance Corporation Limited

  • Wipro Limited

  • Bajaj Finserv Limited

  • HDFC Bank Limited

  • Motherson Sumi Systems Limited

  • Gland Pharma Limited

  • Shree Cement Limited

  • ICICI Bank Limited

  • Sona BLW Precision Forgings Limited

  • 3% Axis Bank Limited (29/04/2022)

  • Supreme Industries Limited

  • Torrent Power Limited

  • MindTree Limited

  • PI Industries Limited

  • Zomato Limited

  • ICICI Bank Limited

  • PI Industries Limited

  • Go Fashion (India) Limited

  • Reliance Industries Limited

  • Bajaj Finserv Limited

  • PB Fintech Limited

  • Torrent Power Limited

  • Motherson Sumi Systems Limited

  • FSN E-Commerce Ventures Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Retailing

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • BPO/ITeS

  • Chemicals

  • Auto Ancillary

  • Miscellaneous

  • Finance - Housing

  • Finance - Investment

  • Cement & Construction Materials

  • Plastic Products

  • e-Commerce

  • Power Generation/Distribution

  • Pesticides & Agrochemicals

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Fund Manager

  • Cash

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  • Derivatives

  • Equity

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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 ₹20,426.88 crore. Axis Focused 25 Fund is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Axis Focused 25 Fund ended down ₹-0.9(-1.96%)yesterday to ₹45.1.

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