April 4, 2025
mayank
Axis Focused Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 58.3100
NAV IDCW: Rs 32.3900
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
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 | 13.98% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 11,557 Cr |
| (As on 28-Feb-2025) | |
| Expense | 0.82% |
| (As on 31-Mar-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 43.00% |
Trailing Returns (%) of Axis Focused Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Focused Dir | -4.35 | -0.34 | 6.06 | -5.77 | -9.33 | 3.28 | 6.14 | 19.39 | 11.29 | 12.04 |
| BSE 500 TRI | -4.73 | -0.36 | 6.93 | -6.56 | -12.24 | 4.06 | 13.10 | 27.04 | 14.31 | 12.98 |
| Equity: Flexi Cap | -6.99 | -0.18 | 6.26 | -8.23 | -10.73 | 5.63 | 14.10 | 26.09 | 14.20 | 13.14 |
| Rank within category | 22 | 78 | 53 | 23 | 31 | 68 | 67 | 49 | 36 | 25 |
| Number of funds in category | 96 | 98 | 97 | 96 | 91 | 85 | 68 | 51 | 39 | 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 | 3.28 | 6.14 | 19.39 | 0.82 | 11,557 | 13.98 | 1.00 (365) | 12Y 3M | 43.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 11.67 | 16.91 | 31.79 | 0.63 | 88,005 | 19.71 | 2.00 (365) | 11Y 10M | 12.85 |
| HDFC Flexi Cap Dir | 5 star | 14.05 | 22.03 | 34.19 | 0.81 | 64,124 | 16.87 | 1.00 (365) | 12Y 3M | 27.63 |
| Franklin India Flexi Cap Dir | 4 star | 7.93 | 17.13 | 31.83 | 1.00 | 16,139 | 16.68 | 1.00 (365) | 12Y 3M | 25.95 |
| HDFC Focused 30 Dir | 5 star | 15.19 | 23.43 | 34.68 | 0.81 | 15,516 | 15.71 | 1.00 (365) | 12Y 3M | 27.09 |
Portfolio Analysis of Axis Focused Fund
| No. of Stocks | 26 |
| Top 10 Stocks | 58.22% |
| Top 5 Stocks | 35.49% |
| Top 3 Sectors | 58.99% |
| Portfolio P/B Ratio | 4.70 |
| Portfolio P/E Ratio | 29.13 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,77,644 | 1,64,728 |
| Giant (%) | 66.70 | 51.29 |
| Large (%) | 28.22 | 20.41 |
| Mid (%) | 5.08 | 21.96 |
| Small (%) | — | 7.40 |
| Tiny (%) | — | 0.10 |
Chanakya’s Mutual Fund Guidance For Axis Focused Fund
WILL Post Soon
Apply Online: https://www.axismf.com/Online/Login OR https://www.axismf.com/mutual-funds
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks
