Axis Focused Fund Idcw Direct Plan

Risk: Very High
₹ 38.27
NAV (Sep 6,2024)

The Axis Focused 25 Fund - IDCW - Direct Plan is a mutual fund scheme that focuses on investing in a concentrated portfolio of 25 stocks. With an expense ratio of 0.77, it offers investors the opportunity to benefit from the growth potential of select stocks. The fund has a minimum investment requirement of ₹100 and does not have any lock-in period. Established in 2013, the fund has an AUM (Assets Under Management) of ₹13,538.38.

Axis Focused Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Focused Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    51.86
  • P/B Ratio
    UM_URBAN_MONEY

    9.18
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.79
  • Sharpe
    UM_URBAN_MONEY

    0.10
  • Sortino
    UM_URBAN_MONEY

    0.16

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.79%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 13341.10 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,153.06 (11.53%)₹ 12,018.78 (20.19%)₹ 13,292.21 (32.92%)₹ 12,287.03 (22.87%)₹ 21,542.68 (115.43%)
₹ 30,000₹ 33,459.18 (11.53%)₹ 36,056.34 (20.19%)₹ 39,876.63 (32.92%)₹ 36,861.09 (22.87%)₹ 64,628.04 (115.43%)
₹ 50,000₹ 55,765.3 (11.53%)₹ 60,093.9 (20.19%)₹ 66,461.05 (32.92%)₹ 61,435.15 (22.87%)₹ 1,07,713.4 (115.43%)
₹ 80,000₹ 89,224.48 (11.53%)₹ 96,150.24 (20.19%)₹ 1,06,337.68 (32.92%)₹ 98,296.24 (22.87%)₹ 1,72,341.44 (115.43%)
₹ 1,00,000₹ 1,11,530.6 (11.53%)₹ 1,20,187.8 (20.19%)₹ 1,32,922.1 (32.92%)₹ 1,22,870.3 (22.87%)₹ 2,15,426.8 (115.43%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Torrent Power Limited7.65%
  • Avenue Supermarts Limited7.39%
  • Bajaj Finance Limited7.23%
  • Tata Consultancy Services Limited7.18%
  • ICICI Bank Limited6.99%
  • Pidilite Industries Limited6.65%
  • Reliance Industries Limited4.79%
  • Bajaj Auto Limited4.60%
  • Bharti Airtel Limited4.04%
  • Cholamandalam Investment and Finance Company Ltd3.96%
  • Bajaj Finserv Limited3.92%
  • Divi s Laboratories Limited3.37%
  • Info Edge India Limited3.30%
  • Sona BLW Precision Forgings Limited3.26%
  • Clearing Corporation of India Ltd3.22%
  • Hindustan Aeronautics Limited3.10%
  • Ambuja Cements Limited2.70%
  • Apollo Hospitals Enterprise Limited2.60%
  • HDFC Bank Limited2.40%
  • State Bank of India2.22%
  • Tata Motors Limited1.91%
  • PI Industries Limited1.87%
  • DLF Limited1.80%
  • Prestige Estates Projects Limited1.48%
  • InterGlobe Aviation Limited1.29%
  • Mahindra & Mahindra Limited0.99%
  • Mrs Bectors Food Specialities Limited0.09%
  • Cummins India Limited0.02%
  • Net Receivables Payables-0.05%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

23.79%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

21.49%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.40%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.26%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

18.97%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

17.41%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

12.45%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

12.20%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

11.79%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

10.42%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

42.92%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

42.61%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

40.35%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

37.85%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

33.50%

UTI Focused Fund - Regular Plan - GrowthUTI Focused Fund - Regular Plan - Growth

EQUITY

Very High

29.49%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

29.04%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

27.90%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

27.25%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

22.41%

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

19.94%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.67%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

17.55%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

16.98%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

16.43%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.84%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

10.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

26.40%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

25.69%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

22.48%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

20.58%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.69%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.53%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

14.77%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.73%

Show all Funds

Fund Managers

SR

Mr. Sachin RelekarFund Manager

Mr. Relekar holds an MMS(Finance) degree from Jamnalal Bajaj Institute of Management Studies ,Mumbai, and a BE (Mechanical) degree from K.E.S. College of Engineering, Islampur.Prior to this he worked with Tata AMC from September 07 to December 12. He has also worked as an Equity Research Analyst with CD Equity Search, in strategy consulting for Innovision Consulting, and in Business Development for Tech Pacific India.

HD

Mr. Hitesh DasFund Manager

KN

Mr. Krishnaa N

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Compare with similar Funds

Axis Focused Fund - IDCW - Direct Plan

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HSBC Focused Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Axis Focused Fund - IDCW - Direct Plan?

The Axis Focused Fund - IDCW - Direct Plan is a mutual fund with a Very High risk level, indicating potential for significant fluctuations in returns.

What is the current NAV (Net Asset Value) of the Axis Focused Fund - IDCW - Direct Plan as of Sep 6,2024?

The current NAV of the Axis Focused Fund - IDCW - Direct Plan as of Sep 6,2024 is INR 38.27.

What are the returns generated by the Axis Focused Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Axis Focused Fund - IDCW - Direct Plan has achieved impressive returns of 24.70% in the past year, 8.85% over three years, and 13.08% over five years.

What is the expense ratio associated with the Axis Focused Fund - IDCW - Direct Plan?

The Axis Focused Fund - IDCW - Direct Plan has a 0.77% expense ratio.

What is the minimum investment amount required for the Axis Focused Fund - IDCW - Direct Plan?

The Axis Focused Fund - IDCW - Direct Plan has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Axis Focused Fund - IDCW - Direct Plan?

Yes, SIP is available for Axis Focused Fund - IDCW - Direct Plan with a minimum investment of INR 100 per month.

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