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Axis Focused 25 Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
26.840 0 (0.00%)

NAV as on 20 Feb, 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 Dec 2017) rank unchanged from 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:
 
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Returns (NAV as on 20 Feb, 2018)

Period Returns (%) Rank #
1 mth -7.6 197
3 mth 0.5 58
6 mth 6.8 86
1 year 26.4 13
2 year 28.8 42
3 year 12.9 38
5 year 17.8 72

# Moneycontrol Rank within 265 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.0 8.0 6.2 8.9 46.1
2016 -3.7 9.4 7.8 -9.4 5.5
2015 6.7 -0.1 -4.7 1.3 5.5
2014 4.1 16.4 4.7 9.8 40.6
2013 -3.8 2.8 -4.1 7.6 4.9

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 -7.6 0.5 6.8 26.4 28.8 12.9 17.8
Category avg -5.5 -0.7 5.9 16.6 22.9 8.5 11.2
Difference of Fund returns and Category returns -2.1 1.2 0.9 9.8 5.9 4.4 6.6
Best of category -0.8 9.5 23.3 45.2 49.6 22.1 27.3
Worst of category -8.5 -10.2 -3.6 -1.8 10.9 1.6 5.5
Benchmark returns # -5.5 0.6 6.2 16.7 19.7 5.5 11.8
Difference of Fund returns and Benchmark returns -2.1 -0.1 0.6 9.7 9.1 7.4 6.0
Axis Focused 25 Fund - Direct 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 Jan 02, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 85.94 (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 (%)
Motilal Focused Multicap 35 -RP (G) Rank 2
6,232.97 0.1 2.2 19.8 16.1 --
HDFC Equity Fund - Direct (G) Rank 3
5,874.63 -2.4 7.1 19.9 9.9 17.6
ICICI Pru Dynamic Plan (G) Rank 3
7,778.15 0.7 8.4 15.2 9.9 17.4
ICICI Pru Value Discovery - DP (G) Rank 5
2,805.12 1.1 6.6 12.4 8.6 21.7
Reliance Equity Oppor - RP (G) Rank 4
8,929.18 -0.6 10.3 22.3 6.0 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 6.76 7.87
HDFC Bank Banking/Finance 6.68 7.77
Maruti Suzuki Automotive 6.22 7.24
Shree Cements Cement 6.06 7.05
Supreme Ind Manufacturing 4.62 5.38
Bajaj Finserv Banking/Finance 4.54 5.28
Page Industries Manufacturing 3.82 4.45
Motherson Sumi Automotive 3.79 4.41
Info Edge Miscellaneous 3.51 4.08
Bajaj Finance Banking/Finance 3.45 4.02

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 33.28 0.00 0.00
Automotive 17.79 0.00 0.00
Miscellaneous 10.04 0.00 0.00
Manufacturing 9.83 0.00 0.00
Cement 7.05 0.00 0.00
Pharmaceuticals 4.31 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 93.56
Others 2.77
Debt 0.30
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.37

View All

Concentration

Holdings (%)
Top 5 35.31
Top 10 57.55
Sector (%)
Top 3 61.11

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