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

Axis Focused 25 Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
29.170 0.17 (0.58%)

NAV as on 18 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Diversified Equity
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2018) 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:
 
View Historic Graph From     To     

Returns (NAV as on 18 Jun, 2018)

Period Returns (%) Rank #
1 mth 1.7 7
3 mth 11.1 1
6 mth 6.9 5
1 year 20.3 3
2 year 25.2 4
3 year 17.3 17
5 year 20.0 47

# Moneycontrol Rank within 219 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -4.7 - - - -
2017 14.9 8.1 6.1 8.9 46.0
2016 -3.7 9.3 7.7 -9.4 5.4
2015 6.7 -0.3 -4.7 1.3 5.3
2014 4.1 16.3 4.2 9.8 39.9
2013 -3.8 2.6 -3.9 7.5 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 1.7 11.1 6.9 20.3 25.2 17.3 20.0
Category avg -1.2 -- -2.0 7.0 14.6 10.4 11.6
Difference of Fund returns and Category returns 2.9 11.1 8.9 13.3 10.6 6.9 8.4
Best of category 3.1 11.1 8.7 22.0 34.8 26.1 28.6
Worst of category -5.0 -17.5 -23.7 -18.5 1.1 0.8 7.1
Benchmark returns # 1.9 7.0 4.0 11.8 14.5 9.7 13.2
Difference of Fund returns and Benchmark returns -0.2 4.1 2.9 8.5 10.7 7.6 6.8
Axis Focused 25 Fund - Direct Plan (D) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 106.71 (Mar-31-2018)
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 If redeemed / switched-out within 12 months from the date of allotment, For 10 % of investments: Nil, For remaining investments: 1%, If redeemed / switched - out after 12 months from the date of allotment:NIL (w.e.f. 25th September 2017)

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 (%)
ICICI Pru Multi-Asset Fund - IP Not Ranked
0.27 1.0 -0.5 11.0 12.8 19.4
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 3.4 0.6 8.6 8.6 22.7
ICICI Pru Multi-Asset Fund - IP (G) Not Ranked
0.05 0.1 -1.4 10.0 12.4 19.1
ICICI Pru Value Discovery Fund - D (G) Rank 2
2,820.26 3.7 1.1 9.7 9.8 23.9
ICICI Pru Multi-Asset Fund (G) Not Ranked
9,495.08 -0.2 -2.0 8.7 11.4 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 291.55 7.85
HDFC Bank Banking/Finance 281.74 7.59
TCS Technology 248.95 6.70
Maruti Suzuki Automotive 219.20 5.90
Supreme Ind Manufacturing 218.31 5.88
Shree Cements Cement 207.31 5.58
Bajaj Finance Banking/Finance 186.04 5.01
Bajaj Finserv Banking/Finance 180.93 4.87
GRUH Finance Banking/Finance 162.09 4.36
Motherson Sumi Automotive 136.79 3.68

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 34.08 31.69 31.69
Automotive 14.45 16.75 16.75
Technology 10.26 0.00 0.00
Manufacturing 8.34 9.08 9.08
Miscellaneous 8.17 9.90 9.90
Cement 5.58 6.85 6.85

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 89.41
Others 1.83
Debt 0.13
Mutual Funds N.A
Money Market 1.99
Cash / Call 6.64

View All

Concentration

Holdings (%)
Top 5 33.92
Top 10 57.42
Sector (%)
Top 3 58.79

News & Videos

News

Messages & Community

Sections
Follow us on
Available On