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Axis Focused 25 Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
18.820 0.38 (1.98%)

NAV as on 25 Sep, 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 Jun 2017) 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 25 Sep, 2017)

Period Returns (%) Rank #
1 mth 1.0 111
3 mth 5.3 39
6 mth 15.8 15
1 year 21.1 27
2 year 18.1 69
3 year 16.6 46
5 year 17.3 38

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.9 7.7 - - -
2016 -10.6 9.0 7.4 -9.7 -3.0
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

* 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 1.0 5.3 15.8 21.1 18.1 16.6 17.3
Category avg 2.4 3.0 9.8 12.8 14.1 9.1 9.7
Difference of Fund returns and Category returns -1.4 2.3 6.0 8.3 4.0 7.5 7.6
Best of category 7.5 16.9 21.3 32.6 28.1 32.4 27.0
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -0.4 3.8 9.1 13.2 12.5 7.7 11.7
Difference of Fund returns and Benchmark returns 1.4 1.5 6.7 7.9 5.6 8.9 5.6
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 29, 2012
Benchmark NIFTY 50
Asset Size (Rs cr) 1,313.91 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.1.30 (Feb-28-2017) 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 3.6 7.5 12.9 15.4 --
ICICI Pru Value Discovery Fund (G) Rank 4
14,747.30 1.7 3.7 6.5 11.4 20.7
Franklin India Prima Plus (G) Rank 3
9,086.16 3.3 6.9 11.7 14.1 18.7
ICICI Pru Value Discovery - DP (G) Rank 4
2,542.37 1.9 4.3 7.8 12.7 --
HDFC Equity Fund (G) Rank 3
14,098.00 1.3 8.6 14.4 10.2 16.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 88.20
Others 1.72
Debt 0.55
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.53

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Sector (%)
Top 3 N.A.

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