Axis Focused Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Focused Fund

Scheme Objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies.

Scheme Details

Fund manager(s) – Sachin Relekar , Krishnaa N
Launch date – 02-Jan-2013
Expense ratio – 0.84% as declared on 31-Aug-2025 (category average is 0.78%)
Benchmark - Nifty 500 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Axis Focused Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

12286.29

0.00

0.00%

Aug - 2025	12286.29	0.00%
Jul - 2025	12585.12	0.00%
Jun - 2025	13024.65	0.00%
May - 2025	12643.93	0.00%
Apr - 2025	12665.01	0.00%
Mar - 2025	12346.51	0.00%
Feb - 2025	11556.73	0.00%
Jan - 2025	12349.87	0.00%

2024

13068.33

0.00

0.00%

Dec - 2024	13068.33	0.00	0.00%
Nov - 2024	13289.37	0.00	0.00%
Oct - 2024	13355.81	0.00	0.00%
Sep - 2024	14469.77	0.00	0.00%
Aug - 2024	14155.62	0.00	0.00%
Jul - 2024	14074.71	0.00	0.00%
Jun - 2024	13880.51	0.00	0.00%
May - 2024	13341.11	134573.92	9.91%
Apr - 2024	13893.00	133972.50	10.37%
Mar - 2024	14086.94	129867.39	10.85%
Feb - 2024	13538.39	126470.62	10.70%
Jan - 2024	13861.46	125518.06	11.04%

2023

14439.39

124646.40

11.58%

Dec - 2023	14439.39	124646.40	11.58%
Nov - 2023	14206.67	118787.12	11.96%
Oct - 2023	13652.73	111310.19	12.27%
Sep - 2023	14377.43	113547.90	12.66%
Aug - 2023	14695.36	111672.40	13.16%
Jul - 2023	15629.48	112804.40	13.86%
Jun - 2023	15892.47	109815.86	14.47%
May - 2023	15680.15	106488.90	14.72%
Apr - 2023	15266.53	103009.57	14.82%
Mar - 2023	14700.66	98844.43	14.87%
Feb - 2023	15139.75	98988.93	15.29%
Jan - 2023	15360.69	100295.27	15.32%

2022

16723.86

103428.18

16.17%

Dec - 2022	16723.86	103428.18	16.17%
Nov - 2022	17893.63	107021.83	16.72%
Oct - 2022	18163.04	104757.48	17.34%
Sep - 2022	18087.20	101240.19	17.87%
Aug - 2022	19124.22	103375.71	18.50%
Jul - 2022	18711.89	98971.87	18.91%
Jun - 2022	16702.40	89680.89	18.62%
May - 2022	17920.82	92993.76	19.27%
Apr - 2022	19146.19	95211.63	20.11%
Mar - 2022	19559.61	96180.19	20.34%
Feb - 2022	19277.47	91788.00	21.00%
Jan - 2022	19456.35	93408.81	20.83%

2021

20426.88

94251.52

21.67%

Dec - 2021	20426.88	94251.52	21.67%
Nov - 2021	20068.94	91875.17	21.84%
Oct - 2021	20404.39	91834.19	22.22%
Sep - 2021	20333.87	89381.58	22.75%
Aug - 2021	19736.30	87001.15	22.69%
Jul - 2021	17852.88	78592.06	22.72%
Jun - 2021	17336.06	75507.15	22.96%
May - 2021	16540.09	72890.71	22.69%
Apr - 2021	15520.92	67371.22	23.04%
Mar - 2021	15007.35	66477.74	22.58%
Feb - 2021	14698.83	65456.36	22.46%
Jan - 2021	13660.12	60232.35	22.68%

2020

14357.95

61848.82

23.21%

Dec - 2020	14357.95	61848.82	23.21%
Nov - 2020	13359.13	58643.58	22.78%
Oct - 2020	11895.49	52644.76	22.60%
Sep - 2020	11454.82	50461.88	22.70%
Aug - 2020	11372.39	51329.20	22.16%
Jul - 2020	11042.87	49397.93	22.35%
Jun - 2020	10399.04	46546.43	22.34%
May - 2020	9428.38	42767.04	22.05%
Apr - 2020	9493.38	43281.26	21.93%
Mar - 2020	8185.39	37658.93	21.74%
Feb - 2020	9764.08	47565.78	20.53%
Jan - 2020	9627.12	48364.51	19.91%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Axis Asset Management Co. Ltd.

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra, Pin: 400 013 Mumbai 400025
Tel no.: 022-66496100
Fax no.: 022-43255199
Website.: https://www.axismf.com

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krishna_ksvs
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9 days ago

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44 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more | 1

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10 hrs ago

Invest in a Reliable PSU Bond for Steady Returns POWER FINANCE CORPORATION LIMITED – 2029 Bond ✔️ Coupon: 9.10% p.a. ✔️ Rating: AAA Stable (CRISIL, ICRA, CARE) ✔️ Tenor: 3y 5m (Maturity: 23/Mar/2029) ✔️ PSU Bond | High Return | Listed Secure your funds in a top-rated PSU and benefit from attractive, stable returns. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dlJTdg-tfi/910-power-finance-corporation-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Invest in a Reliable PSU Bond for Steady Returns POWER FINANCE CORPORATION LIMITED – 2029 Bond ✔️ Coupon: 9.10% p.a. ✔️ Rating: AAA Stable (CRISIL, ICRA, CARE) ✔️ Tenor: 3y 5m (Maturity: 23/Mar/2029) ✔️ PSU Bond | High Return | Listed Secure your funds in a top-rated PSU and benefit from attractive, stable returns. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dlJTdg-tfi/910-power-finance-corporation-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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72 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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109 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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110 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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