Axis Focused Fund

Fund at a Glance
NAV Growth (Rs.)	66.14
NAV Bonus (Rs.)	—
NAV IDCW (Rs.)	33.66
Min. Investment (Rs.)	100
Min. SIP Investment (Rs.)	100
Min. No of Cheques	6
Benchmark	NIFTY 500 TRI
AUM Rs.	11,078 Cr
	(As on 30-Jun-2026)
Expense	0.77%
1 Year Return (%)	4.97
3 Year Return (%)	11.27
5 Year Return (%)	6.82
10 Year Return (%)	12.42
Return Since Launch	13.56%

Suitable For Which Investors?
Focused funds are suitable for investors:
1. Seeking exposure in a concentrated portfolio of up to 30 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	13.56%
Benchmark	NIFTY 500 TRI
Riskometer	Very High
Type	Open-ended
Assets	11,078 Cr
	(As on 30-Jun-2026)
Expense	0.77%
	(As on 31-Jul-2026)
Risk Grade	High
Return Grade	Low
Turnover	37.00%