Axis Focused Fund - Growth - Direct Plan

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  • Net Change on 12-07-2024

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

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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 2.67 4.96 26.11 9.23 14.86 15.31
BSE SENSEX - TRI 5.28 9.16 24.76 16.86 17.16 13.91
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

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 26.11 9.23 14.86 0.79 13,880.51
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 33.12 16.65 19.46 0.73 35,016
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 41.59 22.76 21.76 0.96 12,198.10
ICICI Prudential Focused Equity Fund - Direct Plan - Growth Jan 09, 2013 49.15 26.43 25.08 0.57 9,112.61
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 38.82 20.90 21.52 1.16 8,585.01
Mirae Asset Focused Fund Direct Plan Growth May 14, 2019 Unrated 23.19 12.89 19.88 0.56 8,255.25

Fund Holdings as on 30-June-2024

  • Bajaj Finance Limited

  • Torrent Power Limited

  • ICICI Bank Limited

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • Pidilite Industries Limited

  • Reliance Industries Limited

  • Bajaj Auto Limited

  • Bharti Airtel Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Bajaj Finserv Limited

  • HDFC Bank Limited

  • Divi's Laboratories Limited

  • Hindustan Aeronautics Limited

  • Sona BLW Precision Forgings Limited

  • Info Edge (India) Limited

  • Apollo Hospitals Enterprise Limited

  • Prestige Estates Projects Limited

  • State Bank of India

  • Clearing Corporation of India Ltd

  • Ambuja Cements Limited

  • InterGlobe Aviation Limited

  • PI Industries Limited

  • Tata Motors Limited

  • Mahindra & Mahindra Limited

  • Trent Limited

  • Cummins India Limited

  • Mrs. Bectors Food Specialities Limited

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Bank - Private

  • Retailing

  • Power Generation/Distribution

  • IT - Software

  • Chemicals

  • Refineries

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Defence

  • Auto Ancillary

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Bank - Public

  • Miscellaneous

  • Cement & Construction Materials

  • Airlines

  • Pesticides & Agrochemicals

  • Automobiles-Trucks/Lcv

  • Automobiles - Passenger Cars

  • Diesel Engines

  • Consumer Food

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Fund Manager

  • Cash

  • Equity

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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 ₹13,880.51 crore. Axis Focused Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Axis Focused Fund ended up ₹0.23(0.38%)yesterday to ₹60.27.

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