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Axis Focused 25 Fund

Axis Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.06

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,855 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

  • ₹ 41.060

    as on 10 Jun 2021
  • Regular - Growth

  • 2 / 22

  • ₹ 5,000

  • ₹ 14,358 Cr.

    as on 10 Jun 2021
  • 1.83%

    since 31 Dec 2020
  • 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 ₹ 41.060 as on 10 Jun 2021.

This fund has 8 years of track record. Since 31 Dec 2020 expense ratio of this fund is 1.83%. 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 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 Moderately 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 8.58% 17.51% 33.40% 77.38% 26.35% 20.59% 18.94% 17.45% 79.03% 47.48% 31.71% 21.19% 19.20%
Category Average 6.33% 6.09% 20.21% 56.85% 17.93% 13.04% 14.87% 13.33% 52.41% 33.06% 23.14% 16.48% 15.05%
Axis Focused 25 Fund 5.39%₹ 10,539 5.66%₹ 10,566 15.08%₹ 11,507 56.30%₹ 15,629 48.11%₹ 14,925 19.62%₹ 14,316 31.71%₹ 32,365 14.06%₹ 14,855 23.55%₹ 50,709 17.93%₹ 22,823 18.61%₹ 95,416 - -
IIFL Focused Equity Fund 6.99%₹ 10,698 5.65%₹ 10,565 19.64%₹ 11,963 62.90%₹ 16,290 54.99%₹ 15,319 24.82%₹ 15,588 37.88%₹ 34,098 20.59%₹ 17,564 29.80%₹ 55,193 18.94%₹ 23,816 21.19%₹ 1,01,601 - -
SBI Focused Equity Fund 7.81%₹ 10,781 9.70%₹ 10,969 21.68%₹ 12,167 54.45%₹ 15,444 57.22%₹ 15,446 20.01%₹ 14,410 34.47%₹ 33,138 15.53%₹ 15,439 25.45%₹ 52,044 16.79%₹ 21,741 19.02%₹ 96,379 17.45%₹ 50,002 17.74%₹ 3,04,932
Principal Focused Multicap Fund 6.75%₹ 10,675 7.42%₹ 10,741 24.50%₹ 12,450 61.03%₹ 16,102 59.01%₹ 15,547 22.59%₹ 15,035 37.92%₹ 34,111 17.16%₹ 16,102 27.32%₹ 53,382 16.41%₹ 21,383 19.13%₹ 96,635 13.38%₹ 35,155 15.86%₹ 2,75,522
Motilal Oswal Focused 25 Fund 5.54%₹ 10,554 3.23%₹ 10,323 14.68%₹ 11,467 47.96%₹ 14,796 41.47%₹ 14,540 18.27%₹ 13,993 29.02%₹ 31,622 13.26%₹ 14,543 22.04%₹ 49,662 15.30%₹ 20,389 16.01%₹ 89,535 - -
Sundaram Select Focus Fund 5.43%₹ 10,542 3.82%₹ 10,381 16.70%₹ 11,669 47.53%₹ 14,753 42.58%₹ 14,605 14.69%₹ 13,157 27.01%₹ 31,069 12.88%₹ 14,398 19.91%₹ 48,216 14.84%₹ 19,981 15.77%₹ 89,013 11.09%₹ 28,642 13.36%₹ 2,40,939

Portfolio Holdings

Portfolio holdings pattern of Axis Focused 25 Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    99.25%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.75%

Top Sector Holdings of Axis Focused 25 Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.12% ₹ 2,720.01 Cr.
Computers - software 15.45% ₹ 2,320.41 Cr.
Nbfc 11.22% ₹ 1,684.23 Cr.
Retailing 7.39% ₹ 1,108.99 Cr.
Housing finance 6.75% ₹ 1,012.71 Cr.
Others 41.07% -

Top Stock Holdings of Axis Focused 25 Fund

Name of StocksHolding PercentageHolding Values in Crore
Tata Consultancy Services Ltd. 9.71% ₹ 1,457.76 Cr.
Bajaj Finance Ltd. 9.51% ₹ 1,427.95 Cr.
Kotak Mahindra Bank Ltd. 8.62% ₹ 1,294.24 Cr.
Avenue Supermarts Ltd. 7.39% ₹ 1,108.99 Cr.
HDFC Bank Ltd. 6.82% ₹ 1,023.69 Cr.
Others 57.95% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.86%
FD 2.01%
Net Receivables -4.12%