Axis Focused 25 Fund Growth

• Alpha 1.14%
• Beta 0.97
• Sharpe Ratio0.48
• Std Deviation 17.57%
• 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 25 Fund Growth has an AUM of 14695.36 crores & has delivered CAGR of 11.69% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.70%. The minimum investment in Axis Focused 25 Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Good respectively.

The top holdings of the fund include Clearing Corporation Of India Ltd, Avenue Supermarts, Bajaj Finance & Tata Consultancy Services.

The major sectors where the fund is invested are Chemical Manufacturing, Software & Programming, Consumer Financial Services & Retail (Grocery).

Some of the similar funds are Franklin India Focused Equity Fund Growth, Nippon India Focused Equity Fund - Growth, SBI Focused Equity Fund Growth, Axis Focused 25 Fund Growth, Mirae Asset Focused Fund Regular Growth. Axis Focused 25 Fund Growth has a sharpe ratio of 0.48 & a standard deviation of 17.57%.