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Axis Focused 25 Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
15.030 0.17 (1.14%)

NAV as on 27 May, 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 Mar 2016) 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 27 May, 2016)

Period Returns (%) Rank #
1 mth 3.4 50
3 mth 18.6 50
6 mth 3.3 26
1 year 1.5 64
2 year 13.9 70
3 year 13.9 117
5 year - -

# Moneycontrol Rank within 271 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.6 - - - -
2015 -4.0 -0.5 -5.0 1.0 -6.1
2014 3.9 15.9 4.4 9.4 39.0
2013 -3.3 2.4 -4.2 7.4 4.5
2012 - - 8.2 3.6 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 3.4 18.6 3.3 1.5 13.9 13.9 --
Category avg 2.0 14.4 -1.4 -1.9 8.4 11.0 7.0
Difference of Fund returns and Category returns 1.4 4.2 4.7 3.4 5.5 2.9 --
Best of category 7.5 25.1 10.3 16.0 30.1 32.5 21.3
Worst of category -6.7 -4.8 -18.5 -21.2 -13.2 -1.8 -4.8
Benchmark returns # 2.2 16.7 2.7 -2.1 5.6 10.3 8.3
Difference of Fund returns and Benchmark returns 1.2 1.9 0.6 3.6 8.3 3.6 --
Axis Focused 25 Fund - Regular Plan (D) 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 Dividend
Launch date Jun 25, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 322.00 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-10-2016) 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 (%)
ICICI Pru Value Discovery - DP (G) Not Ranked
958.32 17.0 -0.6 1.4 28.6 --
Reliance Equity Oppor -Direct (G) Not Ranked
991.98 13.9 -7.3 -7.2 18.2 --
Reliance Equity Oppor - RP (G) Rank 4
10,399.26 13.7 -7.7 -7.9 17.3 14.1
HDFC Equity Fund - Direct (G) Not Ranked
2,691.77 22.5 -2.5 -3.5 16.2 --
ICICI Pru Value Discovery Fund (G) Rank 2
9,705.72 16.6 -1.2 0.1 27.4 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 29.99 7.99
HDFC Bank Banking/Finance 28.92 7.71
Kotak Mahindra Banking/Finance 23.92 6.38
Sun Pharma Pharmaceuticals 23.28 6.21
Tata Motors Automotive 20.86 5.56
Shree Cements Cement 19.87 5.30
GRUH Finance Banking/Finance 16.08 4.29
Bajaj Finance Banking/Finance 15.98 4.26
IndusInd Bank Banking/Finance 15.92 4.24
Zee Entertain Media 15.12 4.03

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 28.80 31.03 27.87
Automotive 12.97 13.52 8.55
Technology 11.91 12.29 9.36
Engineering 10.75 17.20 10.17
Media 7.99 8.77 7.42
Pharmaceuticals 6.21 7.75 4.38

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 97.13
Others 1.43
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.44

View All

Concentration

Holdings (%)
Top 5 33.85
Top 10 55.97
Sector (%)
Top 3 53.68

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