MyWealthGrowth.com logo
HomeMutual Funds

Axis Focused 25 Fund

Axis Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.35

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,880 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 48.420

    as on 24 Sep 2021
  • Regular - Growth

  • 2 / 22

  • ₹ 5,000

  • ₹ 17,336 Cr.

    as on 24 Sep 2021
  • 1.83%

    since 31 May 2021
  • 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 ₹ 48.420 as on 24 Sep 2021.

This fund has 9 years of track record. Since 31 May 2021 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 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 10.02% 17.81% 30.51% 92.06% 32.90% 28.22% 19.30% 19.22% 67.73% 51.73% 38.83% 26.24% 19.73%
Category Average 7.04% 12.63% 24.05% 67.23% 25.83% 18.55% 14.75% 15.61% 56.04% 42.98% 30.12% 20.00% 16.53%
Axis Focused 25 Fund 10.02%₹ 11,002 17.81%₹ 11,781 29.40%₹ 12,939 73.49%₹ 17,348 64.56%₹ 15,873 28.22%₹ 16,452 46.78%₹ 36,690 21.35%₹ 17,880 34.13%₹ 58,489 19.30%₹ 24,185 23.90%₹ 1,08,515 - -
IIFL Focused Equity Fund 7.79%₹ 10,779 15.98%₹ 11,598 28.58%₹ 12,858 74.30%₹ 17,430 63.81%₹ 15,831 32.90%₹ 17,675 50.54%₹ 37,797 28.22%₹ 21,092 38.83%₹ 62,170 18.34%₹ 23,229 26.24%₹ 1,14,757 - -
SBI Focused Equity Fund 8.66%₹ 10,866 15.46%₹ 11,546 30.51%₹ 13,051 75.80%₹ 17,580 67.73%₹ 16,050 29.14%₹ 16,689 46.71%₹ 36,672 22.64%₹ 18,456 33.95%₹ 58,347 17.72%₹ 22,626 23.64%₹ 1,07,833 18.60%₹ 55,181 19.73%₹ 3,39,537
Principal Focused Multicap Fund 5.90%₹ 10,590 11.01%₹ 11,100 25.99%₹ 12,599 70.78%₹ 17,078 58.35%₹ 15,522 29.54%₹ 16,793 45.34%₹ 36,271 21.72%₹ 18,043 33.20%₹ 57,777 16.11%₹ 21,121 22.36%₹ 1,04,546 16.00%₹ 44,197 17.36%₹ 2,98,799
ICICI Prudential Focused Equity Fund 7.04%₹ 10,704 14.89%₹ 11,488 27.38%₹ 12,737 69.69%₹ 16,969 62.72%₹ 15,769 30.62%₹ 17,074 48.68%₹ 37,248 16.75%₹ 15,922 32.87%₹ 57,525 13.87%₹ 19,160 20.99%₹ 1,01,139 15.04%₹ 40,648 15.87%₹ 2,75,738
Franklin India Focused Equity Fund 7.46%₹ 10,745 11.93%₹ 11,193 24.61%₹ 12,461 92.06%₹ 19,206 66.74%₹ 15,995 27.13%₹ 16,173 48.82%₹ 37,289 19.95%₹ 17,265 32.61%₹ 57,327 14.99%₹ 20,118 20.80%₹ 1,00,683 19.22%₹ 58,126 18.95%₹ 3,25,491

Portfolio Holdings

Portfolio holdings pattern of Axis Focused 25 Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    91.88%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.18%

Top Sector Holdings of Axis Focused 25 Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 13.61% ₹ 2,360.22 Cr.
Nbfc 12.19% ₹ 2,112.88 Cr.
Banks 10.17% ₹ 1,762.57 Cr.
Retailing 7.44% ₹ 1,290.45 Cr.
Pharmaceuticals 7.25% ₹ 1,256.71 Cr.
Others 49.34% -

Top Stock Holdings of Axis Focused 25 Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Finance Ltd. 9.86% ₹ 1,708.63 Cr.
Tata Consultancy Services Ltd. 8.53% ₹ 1,479.09 Cr.
Avenue Supermarts Ltd. 7.44% ₹ 1,290.45 Cr.
Info Edge (India) Ltd. 6.91% ₹ 1,197.36 Cr.
Pidilite Industries Ltd. 6.23% ₹ 1,079.65 Cr.
Others 61.03% -

Other Holdings

Holding TypeHolding Percentage
TREPS 5.50%
FD 2.41%
Net Receivables -2.73%