December 31, 2025
RA Jainee
Axis Focused Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 62.76 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 34.87 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 12,445 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.83% |
| 1 Year Return (%) | 3.07 |
| 3 Year Return (%) | 12.17 |
| 5 Year Return (%) | 8.90 |
| 10 Year Return (%) | 13.23 |
| Return Since Launch | 13.77% |
⚖️ Sahifund Review – Axis Focused Fund
✓ PLUS: Concentrated approach, large-cap stability, disciplined portfolio
Axis Focused Fund follows a high-conviction concentrated strategy with exposure to select quality large-cap companies, aiming for long-term capital appreciation. The portfolio has relatively low churn, reflecting a disciplined, buy-and-hold approach. A reasonable expense ratio and strong brand credibility add to investor comfort for long-term SIP investors.
⚖️ MINUS: Prolonged underperformance, large-cap bias, momentum lag
Despite its focused mandate, the fund has significantly underperformed both its benchmark and peers across 3–5 year periods. Heavy large-cap bias has limited participation in mid-cap rallies, while high portfolio concentration increases downside risk during market corrections. Recent returns indicate a clear loss of momentum.
Sahifund Verdict:
Best suited only for very patient investors betting on a turnaround—others may find better risk-adjusted opportunities elsewhere.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 30 companies..
Fund Manager:
1) Sachin Relekar
Education: Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience: Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Axis Focused Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 13.77% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 12,445 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.83% |
| (As on 30-Nov-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 17.00% |
Trailing Returns (%) of Axis Focused Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Focused Dir | 2.95 | -0.62 | -3.16 | 0.24 | -3.37 | 3.07 | 12.17 | 8.90 | 11.74 | 13.23 |
| BSE 500 TRI | 6.75 | -0.01 | -1.06 | 4.16 | 0.79 | 6.78 | 16.07 | 16.63 | 15.75 | 14.79 |
| Equity: Flexi Cap | 4.00 | -0.21 | -1.60 | 3.17 | 0.11 | 3.97 | 17.43 | 16.94 | 15.87 | 14.71 |
| Rank within category | 64 | 102 | 101 | 100 | 89 | 62 | 67 | 55 | 40 | 29 |
| Number of funds in category | 95 | 114 | 113 | 110 | 101 | 94 | 72 | 55 | 42 | 35 |
Peer Comparison of Axis Focused Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Focused Dir | 1 star | 3.07 | 12.17 | 8.90 | 0.83 | 12,445 | 13.77 | 1.00 (365) | 12Y 11M | 17.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 7.56 | 22.82 | 20.48 | 0.63 | 1,29,783 | 19.51 | 2.00 (365) | 12Y 7M | 12.67 |
| HDFC Flexi Cap Dir | 5 star | 11.28 | 22.01 | 24.28 | 0.67 | 94,069 | 16.87 | 1.00 (365) | 12Y 11M | 12.51 |
| SBI Focused Dir | 4 star | 16.83 | 19.19 | 17.73 | 0.75 | 42,773 | 16.04 | 0.25 (30) | 12Y 11M | 37.00 |
| HDFC Focused Dir | 5 star | 11.16 | 22.28 | 25.47 | 0.62 | 26,230 | 15.74 | 1.00 (365) | 12Y 11M | 13.75 |
Portfolio Analysis of Axis Focused Fund
| No. of Stocks | 26 |
| Top 10 Stocks | 61.19% |
| Top 5 Stocks | 38.38% |
| Top 3 Sectors | 65.72% |
| Portfolio P/B Ratio | 5.74 |
| Portfolio P/E Ratio | 34.21 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,06,729 | 1,83,488 |
| Giant (%) | 64.44 | 49.57 |
| Large (%) | 29.71 | 21.41 |
| Mid (%) | 5.84 | 23.80 |
| Small (%) | — | 6.21 |
| Tiny (%) | — | 0.79 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://www.axismf.com/Online/Login OR https://www.axismf.com/mutual-funds
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