Axis Focused 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 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 - Regular Plan - Growth Option 2.54 4.25 24.80 7.92 13.67 14.77
BSE SENSEX - TRI 4.66 7.16 23.36 16.51 16.93 13.88
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 - Regular Plan - Growth Option Jun 29, 2012 Unrated 24.80 7.92 13.67 1.73 13,880.51
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 33.48 15.91 18.51 1.58 35,016
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 44.57 29.02 22.28 1.70 13,136.59
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 40.60 21.78 20.84 1.77 12,198.10
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 48.79 24.84 23.74 1.76 9,112.61
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 37.92 19.91 20.71 1.86 8,585.01

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 29-Jun-2012 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 down ₹-0.01(-0.02%)yesterday to ₹52.52.

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