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Axis Focused 25 Fund - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House : Axis Mutual Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 30th Jun 2018)
    Crisil Rank
  • (Updated on 31st Mar 2018)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the Focused Fund. Existing investors can hold their investments. Fresh investments can be avoided.

Returns (NAV as on 17th May, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-May-19 10172.93 1.73% - 0.50% 2/18
1 Month 16-Apr-19 9765.43 -2.35% - -3.77% 2/18
3 Month 15-Feb-19 10691.43 6.91% - 7.53% 12/18
6 Month 16-Nov-18 10529.18 5.29% - 4.64% 8/18
YTD 01-Apr-19 9952.19 -0.48% - -2.39% 2/18
1 Year 17-May-18 9937.57 -0.62% -0.62% -0.12% 11/17
2 Year 17-May-17 11847.64 18.48% 8.85% 5.13% 3/15
3 Year 17-May-16 15305.43 53.05% 15.24% 12.14% 2/15
5 Year 16-May-14 20224.22 102.24% 15.11% 13.00% 5/14
10 Year - - - - 15.44% -/-
Since Inception 29-Jun-12 27060.00 170.60% 15.56% - -/-

SIP Returns (NAV as on 17th May,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 17-May-18 12000 12042.58 0.35 % 0.66 %
2 years 17-May-17 24000 25100.08 4.58 % 4.38 %
3 years 17-May-16 36000 42023.1 16.73 % 10.32 %
5 years 17-May-14 60000 81410.1 35.68 % 12.16 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 1.58% -2.35% 6.91% 5.29% -0.15% -0.62% 8.85% 15.24% 15.11%
Nifty 50 1.33% -3.22% 6.37% 6.79% -1.86% 6.78% 9.43% 13.07% 9.62%
Benchmark: Nifty 50 1.33% -3.22% 6.37% 6.79% -1.86% 6.78% 9.43% 13.07% 9.62%
Category Average 1.14% -3.77% 7.53% 4.64% -2.39% -0.12% 5.13% 12.14% 13.00%
Category Rank 4/19 2/18 12/18 8/18 2/18 11/17 3/15 2/15 5/14
Best in Category 1.97% -0.70% 13.20% 13.88% 0.66% 10.52% 11.98% 15.61% 17.60%
Worst in Category 0.31% -6.51% 4.52% -2.46% -6.16% -11.42% -0.79% 8.35% 8.85%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2014 15.66% 13.25% 14.57% 21.73%
Q1 - 2017 15.25% 12.16% 12.85% 13.55%
Q1 - 2017 15.25% 12.16% 12.85% 13.55%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2016 -7.23% -6.39% -6.71% -6.09%
Q1 - 2018 -5.63% -2.14% -2.77% -6.95%
Q4 - 2016 -7.23% -6.39% -6.71% -6.09%

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