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Axis Focused 25 Fund

Axis Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.62

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,547 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

  • ₹ 41.320

    as on 01 Dec 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 ₹ 41.320 as on 01 Dec 2022.

This fund has 10 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 3.53% 9.05% 19.31% 24.49% 35.94% 22.62% 17.27% 17.75% 32.70% 29.79% 32.41% 20.66% 17.45%
Category Average 1.80% 4.15% 12.83% 6.66% 20.27% 16.72% 11.60% 14.38% 14.65% 14.09% 20.23% 16.05% 14.47%
Axis Focused 25 Fund 0.05%₹ 10,004 -1.99%₹ 9,800 5.87%₹ 10,586 -10.76%₹ 8,924 -2.59%₹ 11,831 8.83%₹ 11,842 0.56%₹ 24,139 10.62%₹ 13,547 9.95%₹ 41,803 10.29%₹ 16,325 10.59%₹ 78,314 13.89%₹ 36,761 13.00%₹ 2,36,381
SBI Focused Equity Fund 0.01%₹ 10,000 3.22%₹ 10,321 10.24%₹ 11,024 -6.20%₹ 9,379 5.27%₹ 12,339 18.87%₹ 14,129 10.18%₹ 26,587 15.82%₹ 15,555 17.71%₹ 46,739 12.49%₹ 18,016 15.64%₹ 88,725 15.17%₹ 41,108 15.63%₹ 2,72,217
IIFL Focused Equity Fund 2.51%₹ 10,251 6.61%₹ 10,661 16.39%₹ 11,638 5.75%₹ 10,574 16.67%₹ 13,056 21.70%₹ 14,810 15.44%₹ 27,963 21.05%₹ 17,763 23.06%₹ 50,360 16.20%₹ 21,191 20.66%₹ 1,00,315 - -
Principal Focused Multicap Fund 2.11%₹ 10,211 4.04%₹ 10,404 13.92%₹ 11,392 4.51%₹ 10,450 14.05%₹ 12,893 21.52%₹ 14,767 13.70%₹ 27,505 18.86%₹ 16,814 20.87%₹ 48,859 13.77%₹ 19,069 17.66%₹ 93,242 14.23%₹ 37,867 14.95%₹ 2,62,462
Nippon India Focused Equity Fund 3.01%₹ 10,300 5.40%₹ 10,540 14.07%₹ 11,406 12.74%₹ 11,274 19.20%₹ 13,213 28.46%₹ 16,503 18.54%₹ 28,784 21.90%₹ 18,145 27.17%₹ 53,271 11.69%₹ 17,389 19.53%₹ 97,599 17.53%₹ 50,351 17.25%₹ 2,96,930
Franklin India Focused Equity Fund 2.69%₹ 10,268 6.93%₹ 10,693 17.62%₹ 11,761 12.94%₹ 11,294 22.78%₹ 13,432 29.38%₹ 16,738 20.57%₹ 29,327 19.68%₹ 17,168 27.53%₹ 53,524 12.77%₹ 18,246 19.83%₹ 98,298 17.75%₹ 51,309 16.92%₹ 2,91,807

Portfolio Holdings

Portfolio holdings pattern of Axis Focused 25 Fund as on 02 Dec 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%