Axis Focused Fund - Regular Plan - Growth Option
Category: Equity: Focused
Launch Date: 02-05-2012
AUM:
₹ 11,916.11 Cr
Expense Ratio
1.75%
Benchmark
NIFTY 500 TRI
ISIN
INF846K01CH7
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Sachin Relekar, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Focused Fund - Regular Plan - Growth Option | 6.11 | 11.96 | 7.1 |
| NIFTY 500 TRI | 10.38 | 16.29 | 15.4 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
53.65
Last change
-0.19 (-0.3541%)
Fund Size (AUM)
₹ 11,916.11 Cr
Performance
13.2% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Sachin Relekar, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.13 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.1 |
| ZOMATO LIMITED EQ | 5.85 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 5.28 |
| Clearing Corporation of India Ltd | 5.06 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.98 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 4.98 |
| INFOSYS LIMITED EQ FV RS 5 | 4.77 |
| Bajaj Finance Limited | 4.14 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.93 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.36 |
| Healthcare | 11.4 |
| Consumer Services | 9.16 |
| Capital Goods | 6.97 |
| Information Technology | 6.72 |
| Automobile and Auto Components | 5.83 |
| Telecommunication | 4.98 |
| Chemicals | 3.63 |
| Services | 3.23 |
| Realty | 3.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Focused Fund Reg Gr | 7.1 |
| ICICI Pru Focused Equity Gr | 19.91 |
| SBI FOCUSED FUND Reg PLAN Gr | 16.23 |
| Kotak Focused Fund Reg Gr | 15.63 |
| HDFC Focused Fund GR | 22.75 |
| ITI Focused Fund Reg Gr | 0.0 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| ABSL Focused Gr | 14.2 |
| Nippon India Focused Fund Gr Plan Gr | 15.8 |
| DSP Focused Fund Reg Gr | 13.53 |