Axis Focused 25 Fund Growth

• Alpha 1.14%
• Beta 0.97
• Sharpe Ratio0.32
• Std Deviation 15.63%
• 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 13538.39 crores & has delivered CAGR of 12.09% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. 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 Moderate & High respectively.

The top holdings of the fund include Bajaj Finance, Tata Consultancy Services, Avenue Supermarts & Pidilite Industries.

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

Some of the similar funds are HDFC Focused 30 Fund Growth, Franklin 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 0.32 & a standard deviation of 15.63%.