Axis Focused Fund Growth
- Focused Fund
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹11,315.50 Cr
Expense Ratio
1.93%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
29 Jun 2012
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1% | -- |
| 3 Months | +10.72% | -- |
| 6 Months | +11.66% | -- |
| 1 Year | +1.94% | +1.94% |
| 2 Years | -- | +0.73% |
| 3 Years | +32.05% | +9.71% |
| 5 Years | +20.45% | +3.79% |
| Since Launch | +462% | +12.93% |
Holdings as on 10 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 925.45 | 8.18 |
| Eternal | 786.87 | 6.95 |
| Clearing Corporation Of India Ltd | 715.57 | 6.32 |
| Bajaj Finance | 665.85 | 5.88 |
| Cholamandalam Investment and Finance Company Ltd | 614.81 | 5.43 |
| Divi's Laboratories | 599.36 | 5.30 |
| Apollo Hospitals Enterprise | 598.44 | 5.29 |
| TVS Motor Company | 498.67 | 4.41 |
| State Bank of India | 473.08 | 4.18 |
| Apar Industries | 422.94 | 3.74 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.26
Sharpe Ratio
15.08%
Std. Deviation
7.30%
Tracking Error
1.14%
Alpha
0.97
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Focused Equity Fund Growth | +1.46% | +15.3% | +14.36% |
| Aditya Birla Sun Life Focused Fund Growth | +4.28% | +11.76% | +9.75% |
| Nippon India Focused Fund - Growth | +1.43% | +8.53% | +10.16% |
| Franklin India Focused Equity Fund Growth | -7.44% | +7.21% | +9.35% |
| Axis Focused Fund Growth | +2.6% | +9.88% | +3.9% |
Results are calculated on CAGR basis
About Fund
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 11315.50 crores & has delivered CAGR of 3.79 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.93%. 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 Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Eternal, Clearing Corporation Of India Ltd, Bajaj Finance.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Computer Services, Software & Programming.
Some of the similar funds are ICICI Prudential Focused Equity Fund Growth, Aditya Birla Sun Life Focused Fund Growth, Nippon India Focused Fund - Growth, Franklin India Focused Equity Fund Growth, Axis Focused Fund Growth. Axis Focused Fund Growth has a sharpe ratio of 0.26 & a standard deviation of 15.08%.
FAQs
According to the morning star rating Axis Focused Fund Growth has a Medium risk & Moderate return.
Axis Focused Fund Growth is managed by Sachin Relekar,Krishnaa N.
The expense ratio of Axis Focused Fund Growth is 1.93%.
The 5 year annualized return on Axis Focused Fund Growth is 3.79% & it has generated 1.94% in the last 1 year.
The minimum investment in Axis Focused Fund Growth is 100 Rs.
Axis Focused Fund Growth has an AUM of 11315.50 crores.
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