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Axis Focused 25 Fund - Regular Plan - IDCW

Category: Equity: Focused Launch Date: 29-06-2012
AUM:

₹ 13,893 Cr

Expense Ratio

1.7%

Benchmark

NIFTY 500 TRI

ISIN

INF846K01CI5

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

1000

Fund Manager

Sachin Relekar, Hitesh Das, Krishnaa N

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Focused 25 Fund - Regular Plan - IDCW 21.09 7.82 11.83
NIFTY 500 TRI 35.04 19.63 18.84
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
19.05
Last change
0.03 (0.1575%)
Fund Size (AUM)
₹ 13,893 Cr
Performance
13.22% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.

Fund Manager
Sachin Relekar, Hitesh Das, Krishnaa N
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Tata Consultancy Services Ltd. 7.64
Avenue Supermarts Ltd. 7.63
Torrent Power Ltd. 7.49
Bajaj Finance Ltd. 7.18
Pidilite Industries Ltd. 6.98
ICICI Bank Ltd. 6.89
Bajaj Auto Ltd. 4.92
Reliance Industries Ltd. 4.72
Bajaj Finserv Ltd. 4.53
Others 3.98

Sector Allocation

Sector Holdings (%)
Financial 27.24
Energy 12.21
Services 11.46
Automobile 10.14
Chemicals 8.84
Technology 7.64
Healthcare 7.01
Others 4.65
Communication 3.73
Construction 3.55

Peer Comparison

Scheme Name 5Y (%)
Axis Focused 25 Reg IDCW 11.83
Invesco India Focused Gr 0.0
Quant Focused Gr 23.03
JM Focused Fund Reg Gr 16.33
Mahindra Manulife Focused Fund Reg Gr 0.0
ICICI Pru Focused Equity Gr 20.96
HDFC Focused 30 Gr 20.84
DSP Focus Fund Reg Gr 16.12
Franklin India Focused Equity Gr 19.31
BARODA BNP PARIBAS Focused Fund Reg Gr 0.0