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Axis Focused 25 Fund (G)

PLAN: Regular OPTIONS: Growth
16.380 0.17 (1.03%)

NAV as on 08 Feb, 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 Nov 1999) 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 08 Feb, 2016)

Period Returns (%) Rank #
1 mth -2.4 33
3 mth -4.2 37
6 mth -12.9 107
1 year -5.8 85
2 year 19.0 120
3 year 11.6 121
5 year - -

# Moneycontrol Rank within 283 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 -2.4 -4.2 -12.9 -5.8 19.0 11.6 --
Category avg -4.6 -6.6 -12.4 -6.7 14.3 9.3 6.6
Difference of Fund returns and Category returns 2.2 2.4 -0.5 0.9 4.7 2.3 --
Best of category 7.5 0.7 -0.4 11.9 38.4 33.8 23.2
Worst of category -12.5 -13.1 -23.4 -25.6 -4.0 -3.1 -4.5
Benchmark returns # -2.8 -6.7 -13.4 -13.4 10.5 7.8 6.8
Difference of Fund returns and Benchmark returns 0.4 2.5 0.5 7.6 8.5 3.8 --
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 -13.1 -20.3 -15.7 10.4 8.5
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -10.0 -15.7 -11.5 15.5 15.3
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 -8.0 -12.6 -5.4 23.0 18.3
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 3
5,228.90 -8.7 -16.5 -9.0 14.8 11.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 25.37 7.88
Sun Pharma Pharmaceuticals 20.87 6.48
Kotak Mahindra Banking/Finance 20.25 6.29
TCS Technology 18.90 5.87
HDFC Banking/Finance 16.65 5.17
Tata Motors Automotive 16.55 5.14
Grasim Conglomerates 16.16 5.02
GRUH Finance Banking/Finance 15.71 4.88
Infosys Technology 14.72 4.57
Dish TV Media 14.36 4.46

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.01 32.45 28.94
Automotive 12.76 12.76 8.55
Engineering 12.31 17.69 12.31
Technology 10.44 11.24 9.36
Media 8.69 8.77 3.07
Pharmaceuticals 6.48 6.48 4.38

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 98.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.46

View All

Concentration

Holdings (%)
Top 5 31.69
Top 10 55.76
Sector (%)
Top 3 55.08

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