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Axis Focused 25 Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
24.300 0.24 (0.98%)

NAV as on 23 Jun, 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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2017) up from Rank 4 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 Jun, 2017)

Period Returns (%) Rank #
1 mth 5.1 10
3 mth 10.5 13
6 mth 30.0 11
1 year 27.4 60
2 year 14.3 57
3 year 18.5 47
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.0 - - - -
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 5.1 10.5 30.0 27.4 14.3 18.5 --
Category avg 2.1 6.7 18.9 20.6 10.3 10.9 10.2
Difference of Fund returns and Category returns 3.0 3.8 11.1 6.8 4.0 7.6 --
Best of category 7.5 16.9 37.8 40.9 25.4 41.3 28.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.0 5.4 19.9 15.8 6.9 8.5 13.4
Difference of Fund returns and Benchmark returns 3.1 5.1 10.1 11.6 7.4 10.0 --
Axis Focused 25 Fund - Direct Plan (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 Jan 02, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 30.69 (Mar-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 - Direct (G) Rank 4
3,971.06 8.3 22.9 26.7 12.7 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.6 19.0 15.3 17.0 20.2
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.9 19.7 16.6 18.3 --
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 2.4 14.6 14.7 16.0 --
HDFC Equity Fund (G) Not Ranked
13,046.69 8.1 22.4 25.6 11.8 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 124.51 9.00
HDFC Bank Banking/Finance 118.47 8.56
Maruti Suzuki Automotive 74.68 5.40
Cummins Engineering 73.79 5.33
Bajaj Finserv Banking/Finance 69.48 5.02
Supreme Ind Manufacturing 67.44 4.88
Larsen Engineering 67.26 4.86
Shree Cements Cement 64.19 4.64
Motherson Sumi Automotive 56.82 4.11
Bajaj Finance Banking/Finance 54.64 3.95

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 30.38 0.00 0.00
Automotive 17.40 0.00 0.00
Engineering 14.89 0.00 0.00
Manufacturing 8.07 0.00 0.00
Miscellaneous 5.96 0.00 0.00
Cement 4.64 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 91.98
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.02

View All

Concentration

Holdings (%)
Top 5 33.31
Top 10 55.75
Sector (%)
Top 3 62.67

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