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Axis Focused 25 Fund

Axis Focused 25 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.51

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,623 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

  • ₹ 42.160

    as on 22 Sep 2023
  • Regular - Growth

  • 10 / 22

  • ₹ 5,000

  • ₹ 14,701 Cr.

    as on 31 May 2023
  • 1.7%

  • 29 Jun 2012

  • Equity - Focused Fund

  • Nifty 500 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 ₹ 42.160 as on 22 Sep 2023.

This fund has 11 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.7%. Ideally you shoulds compare this fund with the benchmark Nifty 500 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.
  • About Vinayak Jayanath

    Picture of Vinayak Jayanath

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 3.55% 11.06% 24.83% 24.49% 20.48% 33.17% 19.09% 20.45% 33.92% 22.27% 25.26% 22.37% 16.28%
Category Average 1.58% 6.06% 18.18% 12.74% 8.16% 22.13% 13.59% 15.83% 22.14% 14.13% 15.36% 16.94% 13.87%
Axis Focused 25 Fund 2.40%₹ 10,240 1.61%₹ 10,161 16.40%₹ 11,639 0.76%₹ 10,076 12.52%₹ 12,799 -6.25%₹ 8,788 2.71%₹ 24,681 13.51%₹ 14,623 4.37%₹ 38,482 8.78%₹ 15,236 9.22%₹ 75,696 13.82%₹ 36,533 11.42%₹ 2,17,347
360 One Focused Equity Fund 2.26%₹ 10,225 6.67%₹ 10,667 19.32%₹ 11,932 18.46%₹ 11,845 25.36%₹ 13,589 9.16%₹ 11,915 16.96%₹ 28,369 25.32%₹ 19,681 17.97%₹ 46,925 19.09%₹ 23,973 21.07%₹ 1,01,326 - -
ICICI Prudential Focused Equity Fund 1.28%₹ 10,128 7.82%₹ 10,782 19.71%₹ 11,970 18.62%₹ 11,861 25.53%₹ 13,600 10.91%₹ 12,301 17.82%₹ 28,598 25.37%₹ 19,704 19.15%₹ 47,706 13.67%₹ 18,988 19.89%₹ 98,455 14.69%₹ 39,422 14.55%₹ 2,56,808
Franklin India Focused Equity Fund 1.81%₹ 10,181 6.87%₹ 10,687 19.78%₹ 11,978 14.30%₹ 11,430 22.19%₹ 13,397 11.54%₹ 12,440 16.75%₹ 28,313 31.32%₹ 22,647 19.53%₹ 47,961 15.73%₹ 20,777 20.02%₹ 98,767 18.71%₹ 55,688 15.82%₹ 2,74,977
Nippon India Focused Equity Fund 3.55%₹ 10,354 11.06%₹ 11,105 22.02%₹ 12,202 14.75%₹ 11,475 27.97%₹ 13,747 11.12%₹ 12,348 17.85%₹ 28,606 29.24%₹ 21,586 19.61%₹ 48,020 15.70%₹ 20,747 20.82%₹ 1,00,702 20.45%₹ 64,397 16.28%₹ 2,81,837
Principal Focused Multicap Fund 1.12%₹ 10,112 6.59%₹ 10,658 20.10%₹ 12,009 13.06%₹ 11,306 22.39%₹ 13,409 7.13%₹ 11,475 13.96%₹ 27,577 23.77%₹ 18,960 15.32%₹ 45,189 15.03%₹ 20,156 17.69%₹ 93,317 15.54%₹ 42,477 14.49%₹ 2,55,982

Portfolio Holdings

Portfolio holdings pattern of Axis Focused 25 Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    96.84%
  • Debt Holdings:

    0.98%
  • Others Holdings:

    2.18%

Top Sector Holdings of Axis Focused 25 Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 17.48% ₹ 2,742.63 Cr.
Banks 10.08% ₹ 1,579.63 Cr.
Retailing 8.24% ₹ 1,292.16 Cr.
Computers - Software 7.42% ₹ 1,164.13 Cr.
Chemicals - Speciality 7.42% ₹ 1,163.97 Cr.
Others 49.36% -

Top Stock Holdings of Axis Focused 25 Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Finance Ltd. 9.15% ₹ 1,434.80 Cr.
Avenue Supermarts Ltd. 8.24% ₹ 1,292.16 Cr.
Tata Consultancy Services Ltd. 7.42% ₹ 1,164.13 Cr.
Pidilite Industries Ltd. 7.42% ₹ 1,163.97 Cr.
Info Edge (India) Ltd. 5.40% ₹ 847.04 Cr.
Others 62.37% -

Top Debt Instrument Type holdings of Axis Focused 25 Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.98% ₹ 153.42 Cr.
Others 99.02% -

Top Debt Holdings of Axis Focused 25 Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.98% ₹ 153.42 Cr.
Others 99.02%

Other Holdings

Holding TypeHolding Percentage
TREPS 10.18%
Net Receivables -8.00%