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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Axis Mutual Fund > Axis Focused 25 Fund - Regular Plan (G)

Axis Focused 25 Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
27.320 0.39 (1.45%)

NAV as on 19 Jan, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Sep 2017) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Jan, 2018)

Period Returns (%) Rank #
1 mth 4.1 46
3 mth 8.8 79
6 mth 14.9 42
1 year 44.2 12
2 year 29.8 40
3 year 16.3 45
5 year 17.8 77

# Moneycontrol Rank within 261 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.7 7.8 5.9 8.6 44.4
2016 -4.0 9.0 7.4 -9.6 4.2
2015 6.4 -0.5 -4.9 1.0 4.0
2014 3.9 15.8 4.4 9.4 39.0
2013 -3.3 2.4 -4.2 7.4 4.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.1 8.8 14.9 44.2 29.8 16.3 17.8
Category avg 2.5 6.8 10.5 26.4 22.1 10.2 10.2
Difference of Fund returns and Category returns 1.6 2.0 4.4 17.8 7.7 6.1 7.6
Best of category 7.5 17.5 24.7 57.8 47.9 23.9 28.1
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 4.1 7.4 10.1 29.2 21.0 8.4 12.4
Difference of Fund returns and Benchmark returns 0.0 1.4 4.8 15.0 8.8 7.9 5.4
Axis Focused 25 Fund - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 29, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 2,192.77 (Dec-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Jinesh Gopani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load 1% if redeemed / switched out within 1 years from date of allotment.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
15,459.56 14.4 13.0 33.9 12.0 17.3
Motilal Focused Multicap 35 -DP (G) Rank 1
4,054.76 5.9 12.0 39.1 21.4 --
Motilal Focused Multicap 35 -RP (G) Rank 1
6,232.97 5.6 11.5 37.7 20.3 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,465.29 8.1 9.8 22.4 10.4 20.5
Franklin India Prima Plus (G) Rank 3
9,740.04 8.5 9.5 28.8 12.3 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 201.88 8.69
Maruti Suzuki Automotive 167.83 7.22
Kotak Mahindra Banking/Finance 164.78 7.09
Shree Cements Cement 160.55 6.91
Bajaj Finserv Banking/Finance 138.17 5.95
Supreme Ind Manufacturing 120.40 5.18
Page Industries Manufacturing 102.18 4.40
Bajaj Finance Banking/Finance 99.34 4.27
Cummins Engineering 95.43 4.11
Info Edge Miscellaneous 93.20 4.01

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 35.17 35.03 35.03
Automotive 17.31 22.16 22.16
Miscellaneous 10.00 3.08 3.08
Manufacturing 9.58 10.15 10.15
Cement 6.91 6.78 6.78
Engineering 4.11 8.94 8.94

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 94.15
Others 4.19
Debt 0.44
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.22

View All

Concentration

Holdings (%)
Top 5 35.86
Top 10 57.83
Sector (%)
Top 3 62.48

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