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

Axis Focused 25 Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
24.720 0.47 (1.87%)

NAV as on 22 Sep, 2017

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Jun 2017) 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:
 
View Historic Graph From     To     

Returns (NAV as on 22 Sep, 2017)

Period Returns (%) Rank #
1 mth 4.0 93
3 mth 6.4 41
6 mth 18.8 16
1 year 23.4 27
2 year 19.9 53
3 year 16.1 41
5 year 17.7 40

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.7 7.8 - - -
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 4.0 6.4 18.8 23.4 19.9 16.1 17.7
Category avg 4.0 4.4 10.8 15.9 14.3 9.7 9.9
Difference of Fund returns and Category returns 0.0 2.0 8.0 7.5 5.6 6.4 7.8
Best of category 7.5 16.9 21.3 32.6 29.0 29.0 27.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.0 3.5 10.3 12.4 12.9 6.9 11.9
Difference of Fund returns and Benchmark returns 2.0 2.9 8.5 11.0 7.0 9.2 5.8
Axis Focused 25 Fund - Regular 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 Jun 29, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 1,313.91 (Jun-30-2017)
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 (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,895.25 4.0 9.7 13.7 14.7 --
Franklin India Prima Plus (G) Rank 3
9,086.16 3.7 9.1 12.5 13.4 19.2
ICICI Pru Value Discovery - DP (G) Rank 4
2,542.37 2.5 6.4 8.8 11.6 --
ICICI Pru Value Discovery Fund (G) Rank 4
14,747.30 2.2 5.8 7.5 10.3 21.1
HDFC Equity Fund (G) Rank 3
14,098.00 1.3 11.2 14.9 8.8 16.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 152.40 9.14
Kotak Mahindra Banking/Finance 138.47 8.31
Maruti Suzuki Automotive 133.93 8.03
Bajaj Finserv Banking/Finance 25.30 5.99
Shree Cements Cement 92.74 5.56
Supreme Ind Manufacturing 85.95 5.16
Cummins Engineering 83.94 5.04
GRUH Finance Banking/Finance 76.85 4.61
Avenue Supermar Retail & Real Estate 73.16 4.39
Bosch Automotive 71.24 4.27

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 33.51 0.00 0.00
Automotive 19.01 0.00 0.00
Engineering 11.17 0.00 0.00
Manufacturing 9.41 0.00 0.00
Miscellaneous 5.78 0.00 0.00
Cement 5.56 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 94.86
Others 1.44
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.70

View All

Concentration

Holdings (%)
Top 5 37.03
Top 10 60.50
Sector (%)
Top 3 63.69

News & Videos

News

Messages & Community

Sections
Follow us on
Available On