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Axis Focused 25 Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
20.340 0.1 (0.49%)

NAV as on 23 Feb, 2017

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

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2017)

Period Returns (%) Rank #
1 mth 8.1 20
3 mth 11.5 122
6 mth 5.0 128
1 year 32.2 102
2 year 6.1 114
3 year 19.8 108
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2012 - - 8.2 3.7 13.3

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 8.1 11.5 5.0 32.2 6.1 19.8 --
Category avg 5.1 9.3 4.7 27.1 5.2 14.4 8.7
Difference of Fund returns and Category returns 3.0 2.2 0.3 5.1 0.9 5.4 --
Best of category 10.3 17.7 18.9 54.8 25.4 109.1 26.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 0.7
Benchmark returns # 6.5 11.3 3.6 25.7 1.0 13.1 10.3
Difference of Fund returns and Benchmark returns 1.6 0.2 1.4 6.5 5.1 6.7 --
Axis Focused 25 Fund - Regular Plan (G) Review by Crisil - Rating: 2 (Rank 4 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) 740.32 (Dec-31-2016)
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 - Direct (G) Not Ranked
3,289.85 11.0 7.7 43.3 22.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 8.3 3.9 28.5 27.7 21.9
HDFC Equity Fund (G) Rank 4
12,463.44 10.8 7.2 42.1 21.0 14.8
ICICI Pru Value Discovery - DP (G) Not Ranked
1,799.92 8.6 4.6 30.2 29.1 --
Franklin India Prima Plus (G) Rank 3
7,912.19 11.1 4.5 27.3 24.4 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 71.82 7.20
Shree Cements Cement 67.65 6.78
Maruti Suzuki Automotive 66.94 6.71
HDFC Bank Banking/Finance 62.92 6.30
Bosch Automotive 61.74 6.19
Bajaj Finserv Banking/Finance 60.60 6.07
Motherson Sumi Automotive 47.31 4.74
Cholamandalam Banking/Finance 45.91 4.60
Cummins Engineering 44.54 4.46
Page Industries Manufacturing 44.51 4.46

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 35.03 28.64 27.87
Automotive 22.16 14.09 12.58
Manufacturing 10.15 3.31 3.06
Engineering 8.94 11.47 10.17
Cement 6.78 5.41 5.15
Technology 3.39 12.29 11.65

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 94.95
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.05

View All

Concentration

Holdings (%)
Top 5 33.18
Top 10 57.51
Sector (%)
Top 3 67.34

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