Axis Focused Fund - Direct Plan - Growth Option
Expense Ratio: 0.83
Risk: Very High
Equity Scheme - Focused Fund
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 11-06-2012
Exit Load: Nil
Fund Size:₹12,099.07 Cr
Performance
1Y
Fund-0.93%
Cat. Avg.2.72%
2Y
Fund2.06%
Cat. Avg.3.13%
3Y
Fund9.25%
Cat. Avg.14.41%
5Y
Fund6.33%
Cat. Avg.13.41%
10Y
Fund12.46%
Cat. Avg.14.35%
SI
Fund13.24%
Cat. Avg.15.19%
Fund Facts
Beta
0.93
Std Dev
13.41%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 886.63 | 8.00% |
| 2 | Clearing Corporation of India Ltd | 704.76 | 6.36% |
| 3 | Eternal Limited | 685.39 | 6.19% |
| 4 | Cholamandalam Investment and Finance Company Ltd | 594.83 | 5.37% |
| 5 | Bajaj Finance Limited | 586.23 | 5.29% |
| 6 | Apollo Hospitals Enterprise Limited | 580.06 | 5.24% |
| 7 | Divi's Laboratories Limited | 554.86 | 5.01% |
| 8 | State Bank of India | 472.84 | 4.27% |
| 9 | Apar Industries Limited | 462.64 | 4.18% |
| 10 | PB Fintech Limited | 403.99 | 3.65% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61459 | +2.4% | +5.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.24 L. | +3.1% | +3.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.96 L. | +8.9% | +5.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.59 L. | +19.8% | +7.3% |
| 10Y | 08 Aug, 16 | 6 L. | 10.27 L. | +71.1% | +10.5% |
| SI | 07 Jan, 13 | 8.15 L. | 19.54 L. | +139.8% | +12.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 99075 | -0.9% | -0.9% |
| 2Y | 18 Jul, 24 | 1 L. | 1.04 L. | +3.7% | +1.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.30 L. | +30.4% | +9.2% |
| 5Y | 19 Jul, 21 | 1 L. | 1.37 L. | +36.8% | +6.5% |
| 10Y | 18 Jul, 16 | 1 L. | 3.24 L. | +223.6% | +12.5% |
| SI | 02 Jan, 13 | 1 L. | 5.39 L. | +438.7% | +13.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.