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Axis Focused 25 Fund

Axis Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.33

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,432 today.

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NAV Performance

Axis Focused 25 Fund performance graph for last 3 years
Performance of Axis Focused 25 Fund for last 3 Years

Fund Information

  • ₹ 37.840

    as on 24 May 2022
  • Regular - Growth

  • 6 / 22

  • ₹ 5,000

  • ₹ 20,069 Cr.

    as on 31 Dec 2021
  • 1.78%

  • 29 Jun 2012

  • Equity - Focused Fund

  • Nifty 50 TRI

  • Axis Mutual Fund

    Show All Funds
  • Axis Focused 25 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Axis Focused 25 Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Jun 2012. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Equity funds offered by Axis Mutual Fund.

Latest NAV of the fund is ₹ 37.840 as on 24 May 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.78%. Ideally you shoulds compare this fund with the benchmark Nifty 50 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

List of Fund Managers of Axis Focused 25 Fund

  • About Hitesh Das

    Picture of Hitesh Das
  • About Jinesh Gopani

    Picture of Jinesh GopaniJinesh Gopani is the Head of Equity at Axis AMC. He joined Axis AMC in 2009 as an Equity Fund Manager and worked his way to Head of Equity in 2016. He currently manages the flagship Axis Long Term Equity Fund amongst other funds. Prior to Axis AMC, Jinesh was associated with Birla Sunlife AMC as a Portfolio Manager, where he was responsible for alternative assets across the growth, value and dividend basket. He was associated with this company from June 2008 to October 2009. He was also associated with Voyager India Capital as a Sr. Research Analyst responsible for the BFSI & Infrastructure sector and held a sectorial portfolio manager role for investments. He was with Voyager India Capital from February 2006 to May 2008.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -2.60% 6.72% 8.49% 24.49% 43.53% 17.75% 17.27% 19.27% 9.19% 27.66% 22.95% 16.35% 16.51%
Category Average -7.13% -1.99% -9.76% 6.02% 31.24% 12.43% 11.38% 14.90% -9.45% 13.18% 15.23% 12.20% 13.17%
Axis Focused 25 Fund -11.05%₹ 8,895 -6.94%₹ 9,306 -19.16%₹ 8,083 -3.81%₹ 9,618 -22.97%₹ 10,457 24.92%₹ 15,623 3.22%₹ 24,807 10.33%₹ 13,432 8.55%₹ 40,948 11.63%₹ 17,341 9.51%₹ 76,222 - -
SBI Focused Equity Fund -7.55%₹ 9,245 -4.58%₹ 9,542 -17.12%₹ 8,287 7.54%₹ 10,754 -12.56%₹ 11,172 31.29%₹ 17,261 13.41%₹ 27,421 13.39%₹ 14,583 15.67%₹ 45,402 14.80%₹ 19,944 13.99%₹ 85,182 16.73%₹ 47,015 15.20%₹ 2,65,819
IIFL Focused Equity Fund -8.41%₹ 9,159 -5.44%₹ 9,455 -13.51%₹ 8,648 6.40%₹ 10,640 -13.33%₹ 11,120 35.30%₹ 18,337 13.12%₹ 27,346 16.87%₹ 15,969 17.45%₹ 46,558 15.21%₹ 20,304 16.35%₹ 90,262 - -
Principal Focused Multicap Fund -9.33%₹ 9,066 -3.75%₹ 9,624 -12.49%₹ 8,751 3.37%₹ 10,336 -12.67%₹ 11,164 31.13%₹ 17,219 12.58%₹ 27,203 14.52%₹ 15,026 16.08%₹ 45,663 12.41%₹ 17,955 13.72%₹ 84,614 14.58%₹ 39,035 13.41%₹ 2,41,554
Nippon India Focused Equity Fund -7.59%₹ 9,240 0.22%₹ 10,022 -7.65%₹ 9,234 8.01%₹ 10,800 -4.12%₹ 11,732 43.53%₹ 20,640 21.35%₹ 29,520 14.02%₹ 14,828 21.96%₹ 49,587 11.70%₹ 17,391 15.14%₹ 87,617 17.84%₹ 51,661 15.98%₹ 2,77,303
Franklin India Focused Equity Fund -5.88%₹ 9,411 -1.55%₹ 9,845 -9.16%₹ 9,083 5.70%₹ 10,569 -5.98%₹ 11,610 40.03%₹ 19,645 20.57%₹ 29,312 12.24%₹ 14,142 19.94%₹ 48,217 11.32%₹ 17,101 14.55%₹ 86,362 18.18%₹ 53,182 15.35%₹ 2,68,031

Portfolio Holdings

Portfolio holdings pattern of Axis Focused 25 Fund as on 25 May 2022 are listed below:

  • Equity Holdings:

    93.87%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.13%

Top Sector Holdings of Axis Focused 25 Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 14.13% ₹ 2,887.21 Cr.
NBFC 13.78% ₹ 2,817.12 Cr.
Banks 12.49% ₹ 2,552.62 Cr.
Retailing 9.52% ₹ 1,943.77 Cr.
Pharmaceuticals 9.16% ₹ 1,871.50 Cr.
Others 40.92% -

Top Stock Holdings of Axis Focused 25 Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Finance Ltd. 9.80% ₹ 2,002.60 Cr.
Avenue Supermarts Ltd. 9.52% ₹ 1,943.77 Cr.
Tata Consultancy Services Ltd. 9.23% ₹ 1,886.30 Cr.
Info Edge (India) Ltd. 7.14% ₹ 1,458.73 Cr.
Divis Laboratories Ltd. 6.24% ₹ 1,275.20 Cr.
Others 58.07% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.61%
FD 1.94%
Net Receivables -2.42%