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Axis Focused 25 Fund (G)

PLAN: Regular OPTIONS: Growth
17.310 0.01 (0.06%)

NAV as on 29 Apr, 2016

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Dec 2015) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 3.8 41
3 mth 4.2 107
6 mth -1.1 65
1 year 1.9 48
2 year 16.6 104
3 year 13.6 120
5 year - -

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.0 - - - -
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

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 3.8 4.2 -1.1 1.9 16.6 13.6 --
Category avg 2.3 2.9 -3.0 -2.2 12.3 10.9 6.4
Difference of Fund returns and Category returns 1.5 1.3 1.9 4.1 4.3 2.7 --
Best of category 7.5 8.9 7.2 12.2 34.2 33.0 20.3
Worst of category -4.9 -5.2 -18.5 -19.0 -7.5 -1.7 -5.5
Benchmark returns # 3.3 3.8 -3.2 -4.7 8.1 10.0 6.4
Difference of Fund returns and Benchmark returns 0.5 0.4 2.1 6.6 8.5 3.6 --
Axis Focused 25 Fund (G) Review by Crisil - Rating: 3 (Rank 3 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 25, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 322.00 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sudhanshu Asthana
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 2% 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 5
14,512.78 6.7 -4.9 -6.8 15.0 8.7
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 5.6 -1.1 -- 26.7 17.9
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -0.5 -9.0 -6.9 16.8 13.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 6.0 0.3 3.3 22.1 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 24.82 7.61
HDFC Bank Banking/Finance 24.82 7.61
Infosys Technology 24.07 7.38
Infosys Technology 24.07 7.38
Sun Pharma Pharmaceuticals 21.36 6.55
Sun Pharma Pharmaceuticals 21.36 6.55
Kotak Mahindra Banking/Finance 18.95 5.81
Kotak Mahindra Banking/Finance 18.95 5.81
Tata Motors Automotive 17.94 5.50
Tata Motors Automotive 17.94 5.50

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 55.74 31.03 28.28
Automotive 27.04 12.76 8.55
Technology 24.58 12.24 9.36
Engineering 20.34 17.20 10.48
Media 15.24 8.77 7.42
Pharmaceuticals 13.10 7.75 4.38

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 96.99
Others 1.55
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.46

View All

Concentration

Holdings (%)
Top 5 36.53
Top 10 65.70
Sector (%)
Top 3 107.36

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