Axis Focused 25 Fund - Growth - Regular Plan

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  • Net Change on 27-02-2024

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

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 3.69 9.36 25.96 7.78 12.68 14.16
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 3.51 10.97 24.91 15.56 16.67 13.68

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 Unrated 25.96 7.78 12.68 1.71 13,861.46
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 28.90 14.66 16.77 1.59 31,383.56
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 35.81 20.21 19.88 1.79 10,642.69
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 40.36 27.28 20.99 1.74 9,317.26
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 32.42 16.67 18.92 1.86 7,779.71
Aditya Birla Sun Life Focused Fund -Growth Option Oct 24, 2005 Unrated 35.11 17.17 17.09 1.83 6,886.33

Fund Holdings as on 31-January-2024

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Avenue Supermarts Limited

  • Pidilite Industries Limited

  • ICICI Bank Limited

  • Info Edge (India) Limited

  • Divi's Laboratories Limited

  • Torrent Power Limited

  • Reliance Industries Limited

  • Bajaj Finserv Limited

  • Bajaj Auto Limited

  • Shree Cement Limited

  • LTIMindtree Limited

  • Cholamandalam Investment and Finance Company Ltd

  • PI Industries Limited

  • DLF Limited

  • Sona BLW Precision Forgings Limited

  • Apollo Hospitals Enterprise Limited

  • Clearing Corporation of India Ltd

  • HDFC Bank Limited

  • Apollo Hospitals Enterprise Limited February 2024 Future

  • Bharti Airtel Limited

  • Kotak Mahindra Bank Limited

  • Jio Financial Services Limited

  • Tata Motors Limited

  • 91 Days Tbill (MD 18/04/2024)

  • Asian Paints Limited

  • Linde India Limited

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • IT - Software

  • Bank - Private

  • Retailing

  • Chemicals

  • BPO/ITeS

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Refineries

  • Finance - Investment

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Miscellaneous

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Paints

  • Industrial Gases & Fuels

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Fund Manager

  • Education:MMS(Finance),BE (Mechanical)
  • Experience:
  • Basic Details:Mr. Relekar holds an MMS(Finance) degree from Jamnalal Bajaj Institute of Management Studies ,Mumbai, and a BE (Mechanical) degree from K.E.S. College of Engineering, Islampur.Prior to this he worked with Tata AMC from September 07 to December 12. He has also worked as an Equity Research Analyst with CD Equity Search, in strategy consulting for Innovision Consulting, and in Business Development for Tech Pacific India.
  • Funds Managed:
  • Axis Focused 25 Fund
  • Axis Flexi Cap Fund
  • Axis Focused 25 Fund
  • Cash

  • Derivatives

  • Equity

  • Sov

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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 ₹13,861.46 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 up ₹0.24(0.51%)yesterday to ₹47.11.

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

The Axis Focused 25 Fund is managed by Sachin Relekar 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