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Axis Focused 25 Fund - Direct Plan - Growth

Equity | Focused

(NAV as of 12/04/2024)
57.42 (-0.09)

3Y Returns

11.46%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.77%

Fund Size

14439 Cr

Inception Date

01-Jan-13

Fund Manager

Hitesh Das

Exit Load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

95.79%

Debt & Others

4.21%

Market Cap Allocation

Large Cap

78.26%

Mid Cap

17.53%

Small Cap

0.00%

Other Cap

4.21%

Sector Allocation

Finance

17.44%

Retailing

12.27%

Internet and Technology

11.56%

Banks

9.57%

Automobiles

8.04%

Top Ten Holdings

Bajaj Finance Ltd

8.10%

Tata Consultancy Services Ltd

7.69%

Avenue Supermarts Ltd

6.91%

Pidilite Industries Ltd

6.44%

ICICI Bank Ltd

6.17%

Investment Objective

To Generate Long Term Capital Appreciation By Investing In A Concentrated Portfolio Of Equity & Equity Related Instruments Of Up To 25 Companies.

Fund House Detail

AMC Name

Axis Asset Management Company Ltd.

Address

Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025

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