Axis Focused Fund Growth

• Alpha 1.14%
• Beta 0.97
• Sharpe Ratio0.09
• Std Deviation 14.95%
• Tracking Error 7.30%

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

The Axis Focused Fund Growth has an AUM of 14074.71 crores & has delivered CAGR of 15.24% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. The minimum investment in Axis Focused Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Torrent Power, ICICI Bank, Tata Consultancy Services & Bajaj Finance.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Electric Utilities.

Some of the similar funds are HDFC Focused 30 Fund Growth, ICICI Prudential Focused Equity Fund Growth, Franklin India Focused Equity Fund Growth, SBI Focused Equity Fund Growth, Axis Focused Fund Growth. Axis Focused Fund Growth has a sharpe ratio of 0.09 & a standard deviation of 14.95%.