Axis Focused Fund - Growth - Direct Plan

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  • Net Change on 22-05-2024

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Fund Overview Growth | Direct 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 30 companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Focused Fund - Direct Plan - Growth Option 1.25 6.40 27.50 9.17 13.46 14.87
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 1.42 2.07 21.34 14.97 15.06 13.62

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 Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 27.50 9.17 13.46 0.77 13,893
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 31.09 16.74 17.57 0.74 33,237.15
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 38.36 20.96 19.80 0.97 11,511.53
HDFC Focused 30 Fund -Direct Plan - Growth Option Dec 31, 2012 43.83 29.17 21.90 0.49 11,246.61
Mirae Asset Focused Fund Direct Plan Growth May 14, 2019 Unrated 18.39 12.04 17.94 0.57 8,312.74
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 34.47 18.67 18.89 1.18 7,895.41

Fund Holdings as on 30-April-2024

  • Tata Consultancy Services Limited

  • Avenue Supermarts Limited

  • Torrent Power Limited

  • Bajaj Finance Limited

  • Pidilite Industries Limited

  • ICICI Bank Limited

  • Bajaj Auto Limited

  • Reliance Industries Limited

  • Bajaj Finserv Limited

  • Clearing Corporation of India Ltd

  • Info Edge (India) Limited

  • Bharti Airtel Limited

  • Cholamandalam Investment and Finance Company Ltd

  • DLF Limited

  • Sona BLW Precision Forgings Limited

  • Divi's Laboratories Limited

  • Apollo Hospitals Enterprise Limited

  • HDFC Bank Limited

  • Ambuja Cements Limited

  • Tata Motors Limited

  • PI Industries Limited

  • Apollo Hospitals Enterprise Limited May 2024 Future

  • State Bank of India

  • Hindustan Aeronautics Limited

  • Jio Financial Services Limited

  • Net Receivables / (Payables)

  • 91 Days Tbill (MD 09/05/2024)

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  • Finance - NBFC

  • Bank - Private

  • IT - Software

  • Retailing

  • Power Generation/Distribution

  • Chemicals

  • Automobile Two & Three Wheelers

  • Refineries

  • Miscellaneous

  • Finance - Investment

  • BPO/ITeS

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Bank - Public

  • Defence

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Sovereign

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About Axis Focused Fund

Scheme Analysis

Axis Focused Fund is a Equity - Focused Fund fund and belongs to Axis Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹13,893 crore. Axis Focused Fund is benchmarked against NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Axis Focused Fund ended up ₹0.03(0.05%)yesterday to ₹56.59.

Among its top 3 holdings the fund has exposure to Tata Consultancy Services Limited, and

The Axis Focused Fund is managed by Sachin Relekar and Hitesh Das.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com