3.5 
Hidden risk is like a ticking bomb in your portfolio.
Control the damage before it's too late!
FREE Portfolio Health Check Available on ET Money app
Get a free quote
Scan the QR Code to download the ET Money app
- To scan the QR code you can use a QR code scanner app or your smartphone camera using Google lens.
- After downloading the app, explore our products to help you live your choices.
Mutual Funds
Genius
Insurance
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip FundFind out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
Enter OTP to acknowledge
OTP sent to
Axis Focused 25 Direct Plan-Growth
NAV as of(Aug 11, 2023)
₹ 47.05 -0.97 % 1-D Change
Returns 
13.97% p.a.
You get upto 0.97%extra returns
- Monthly SIP
Monthly SIP is not available for this fund - Lumpsum Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
This fund vs
Show performance of:
Scheme Details
| VRO Rating | |
| Expense ratio | 0.71% As on Jun 30, 2023 |
| Exit Load | 1.0% |
| AUM (Fund Size) | ₹ 15,629 Crs |
| Lock-in | No Lockin |
| Age | 10 yrs 7 m Since Jan 01, 2013 |
| Benchmark | NIFTY 500 TRI |
| Min. Investment | SIP ₹100 & Lumpsum ₹500 |
About Axis Focused 25 Fund
Axis Focused 25 Direct Plan-Growth is a Focused mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 10 yrs 7 m, having been launched on 01/01/2013. Axis Focused 25 Direct Plan-Growth has ₹15,629 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.71%, which is close to what most other Focused funds charge.
.....- Axis Focused 25 Direct Plan-Growth returns of last 1-year are -0.38%. Since launch, it has delivered 13.99% average annual returns. The fund has doubled the money invested in it every 7 yrs.
- Axis Focused 25 Direct Plan-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is low.
- The fund has the majority of its money invested in Financial, Services, Chemicals, Technology, Healthcare sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
- The fund's top 5 holdings are in Avenue Supermarts Ltd., Bajaj Finance Ltd., Tata Consultancy Services Ltd., Pidilite Industries Ltd., Info Edge (India) Ltd..
Investment Returns Calculator
of
for
Invested
Profit
| Total value | Profit | ||
|---|---|---|---|
This fund | |||
Category Average | |||
Bank FD | |||
Gold |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Jul 31, 2023Top Stock Holdings
Allocation by Market Cap
Large Cap 85.07%
Mid Cap 13.52%
Small Cap 0%
Other Cap 0%
Allocation by Sector
Financial 27.89%
Services 14.79%
Chemicals 12.35%
Technology 11.1%
Top Debt Holdings
Others 10.76%
Reserve Bank of India 0.95%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
CBLO 10.76%
Treasury Bills 0.95%
Other Holdings
Bifurcation by Holding is not available for this fund
Want to know in detail about the portfolio of this fund?
Comparison with focused Funds
as on Aug 13, 2023| Fund name | Annual Return % | ||
|---|---|---|---|
| Quant Focused Fund | 16.66% | ||
| Franklin India Focused Equity Fund | 15.75% | ||
| ICICI Prudential Focused Equity Fund | 15.53% | ||
| HDFC Focused 30 Fund | 15.44% | ||
| Sundaram Focused Fund | 15.15% | ||
| Nippon India Focused Equity Fund | 14.6% | ||
| Axis Focused 25 Fund | 8.74% |
Trailing Returns and Ranks
as on Aug 12, 2023| Period | Trailing returns | Category average |
|---|---|---|
| 1 month | -1.55% | 2.15% |
| 3 months | 4.44% | 9.96% |
| 6 months | 11.7% | 14.21% |
| 1 year | -0.21% | 13.94% |
| 3 years | 13.88% | 22.93% |
| 5 years | 8.74% | 13.19% |
| 10 years | 15.61% | 17.66% |
Want to know in detail about the returns of this fund?
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis Focused 25 Fund
EQUITY FOCUSED
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.
- Std. Dev : 17.47
- Alpha : -9.89
- Beta : 1.12
- Sharpe : 0.68
- Sortino : 1.21
Jinesh Gopani
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Shreyash Devalkar
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Hitesh Das
Mr. Das is a PGDM, M.Tech, B.Tech
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Axis Mutual Fund
TOTAL AUM:
₹2,48,980 Crs
As on Jun 30, 2023
- Phone: 022-24255161
- Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
Frequently Asked questions
How fund report card works
Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.
However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.
At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.
In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.
How are the returns of Axis Focused 25 Fund ?
The Axis Focused 25 Fund is a 10 yrs 7 m old fund and has delivered average annual returns of 13.97% since inception.
Axis Focused 25 Fund Returns
| 1-Year | 3-Year | 5-Year | 10-Year | Since Inception |
|---|---|---|---|---|
| -0.21% | 13.88% | 8.74% | 15.61% | 13.97% |
What is the current NAV of Axis Focused 25 Fund?
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Axis Focused 25 Fund for Aug 11, 2023 is 47.05.
Should I invest in Axis Focused 25 Fund?
Axis Focused 25 Fund has an ET Money Rank of # 19 of 20 and a consistency rating of 1.
This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.
How do I invest in Axis Focused 25 Fund?
On ET Money, Investing in Axis Focused 25 Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
- Click on the Invest Now Button present on the top right-hand side.
- Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
- Provide few more details needed including the bank account from which you will be making the payment and confirm.
- That's it. Your SIP or one-time investment in Axis Focused 25 Fund is done.
How much does Axis Focused 25 Fund charge as expense ratio?
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Axis Focused 25 Fund is 0.71%. .
How can I redeem my investments in Axis Focused 25 Fund?
Redeeming your investments in Axis Focused 25 Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Axis Focused 25 Fund from anywhere else, you can go to the fund house website and put a request through it.
What is the AUM or size of Axis Focused 25 Fund?
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Axis Focused 25 Fund is ₹15,629 Crs.
What are the top stock holdings of Axis Focused 25 Fund?
The Axis Focused 25 Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| Avenue Supermarts Ltd. | 8.94% |
| Bajaj Finance Ltd. | 8.92% |
| Tata Consultancy Services Ltd. | 7.96% |
| Pidilite Industries Ltd. | 7.23% |
| Info Edge (India) Ltd. | 5.85% |
| Divi's Laboratories Ltd. | 5.58% |
| Reliance Industries Ltd. | 4.25% |
| Bajaj Finserv Ltd. | 3.98% |
| Shree Cement Ltd. | 3.58% |
| PI Industries Ltd. | 3.37% |
What are the top sectors Axis Focused 25 Fund has invested in?
The Axis Focused 25 Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Financial | 27.89% |
| Services | 14.79% |
| Chemicals | 12.35% |
| Technology | 11.1% |
| Healthcare | 8.88% |
| Materials | 8.15% |
| Automobile | 5.9% |
| Unclassified | 4.25% |
| Energy | 3.05% |
| Construction | 1.84% |