Axis Focused 25 Fund - Regular Plan - Growth Option

Focused NAV 42.14 0 29 September, 2023

Axis Focused 25 Fund is a multi-cap fund that uses a focused portfolio to deliver long term gains. Throughout the top 500 stocks, it only selects a maximum of 25 stocks in the portfolio. Axis Focused 25 Fund Growth is suitable for investors who can take moderate to high risk in the multi-cap category for long term gains through a focused portfolio.

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Growth
Launch Date 02 May, 2012
Benchmark NIFTY 50 Total Return
Asset Size(Cr) 15680.1532
Turn over 180%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.7
Fund Manager Jinesh Gopani, Vinayak Jayanath
Fund House Axis Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.45% 1.58% 1.82%
1 M 4.82% 4.02% 3.75%
3 M 3.38% 1.44% 1.61%
6 M -6.1% 0.35% -1.58%
1 Y -7.9% 7.25% 5.22%
2 Y 0.38% 12.49% 10.85%
3 Y 13.97% 23.79% 22.59%
5 Y 7.09% 12.46% 10.34%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 18.06 0.59 -11.52 1.11
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Focused 25 Fund - Regular Plan - Growth Option -7.9% 13.97% 7.09%

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Axis Focused 25 Fund Growth- A Focused Approach Towards Wealth Creation

Axis Focused 25 Fund G scheme is build on the theme “Quality-Over-Quantity” as it invests in the equities of up to 25 companies only, which are shortlisted on the basis of growth potential in the future. The fund has been a consistent performer in the mutual fund space. The fund stood tall among all it’s competitors even in the market volatility of 2018 when many top quality schemes underperformed.

If you are searching for the best focused fund to plough your cash, then this scheme will bring an end to your search. Financial experts at MySIPonline value your hard-earned money therefore, here is the unbiased fund review of Axis Focused 25 Fund Regular Plan scheme.
Read further, and invest wisely!

Axis Focused 25 Fund Growth Review

Ever since the launch,  The Axis Focused 25 Fund  has never failed to meet the expectations of the investors. The previous track record of this 4-star scheme is very promising. In 3-Years, the fund has provided annualized return of 17.80%, whereas the returns provided by benchmark index and category average were 16.86% and 14.59%, respectively. Moreover, the Axis focused growth scheme has again defeated the benchmark and the category by a good margin in 5-year annualized returns. On one hand, Axis Focused 25 Fund Growth provided annualized returns of 16.86% and on the other hand, the returns generated by benchmark and category were 14.09% and 15.94%, respectively.
* Returns as on Mar 21, 2019

This is the complete Axis Focused 25 Fund review by our market experts.

Axis Focused 25 Fund Factsheet

Axis Focused 25 Fund Growth is an open-ended scheme that made it’s debut on Jun 29, 2012 under the flagship of Axis Mutual Fund. In terms of growth & performance, the fund competes with the benchmark- NIFTY 50 Total Return. You can grab the opportunity to invest your money in this top quality focused scheme by paying a minimum investment of Rs. 5,000. Moreover, if you wish to start your SIP in Axis focused 25 Growth scheme, then you will be required to pay a minimum installment of Rs. 1,000. Axis Focused 25 Fund NAV as on Mar 22, 2019 is Rs. 26.68.

  • The fund manager, Mr. Jinesh Gopani follows a growth investment style for capital appreciation. The companies that are expected to showcase above-average rate in the future are shortlisted and the assets are distributed among them.
  • Main Objective Behind Axis Focused 25 Fund Growth Scheme- The primary objective of the scheme is to generate high capital gains by investing primarily in the equity market and equity-related instruments of maximum 25 companies. The outperforming companies are chosen predominantly from the top 200 companies on the basis of market capitalization.

Let us have a look at the allocation of Axis Focused 25 Fund Growth to know how effectively the investor’s money is diversified in the equity market.

  • Axis Focused 25 Fund Portfolio Allocation
    Out of 96.8% of the assets invested in the equity market, 79.42% is invested in the large cap, and the rest 20.58% in the mid cap companies. There is no allocation of assets in the small cap companies. The remaining 2.38% of the total fund is diversified in the debt instruments.
  • Axis Focused 25 Fund Growth Sector Allocation
    The vast experience of the fund manager is clearly depicted in the sector allocation of the fund as well. A large proportion of the assets is invested in the financial sector followed by chemicals, automobile, services, technology, engineering, cons durable, and communications.

Diversification of the assets in different sectors is a good investment strategy to optimize the risk and capitalize the returns. This is one of the main reason behind the  scheme Growth.

Should You Invest In Axis Focused 25 Fund Online?

Many investors ask our financial experts, “ Should I invest in Axis Focused 25 Growth Fund?” “ Which is the best focused scheme in India?” “How is Axis Focused 25?” Well, according to our market experts, there is no definite answer to these questions as the performance of the equity mutual funds depends on the behavior of the equity market. But, as per the past performance of Axis Focused 25 Fund G, it can be suggested that it has given eye-popping returns and if the positive signs continue to pertain in the market, then the scheme can provide you good returns. Furthermore, before investing in this scheme, know your risk appetite beforehand and always follow a systematic approach. If you are a suitable candidate for this scheme, then you should start your SIP in Axis focused 25 scheme as soon as possible to enjoy great returns in the long term. We, at MySIPonline provide many exciting features along with SIP like SIP Calculator,Round-the-clock Assistance,No-Extra Charges and many more. Here are few-

  1. Round-the-clock Assistance: Free 24*7 call and chat assistance is available to clarify your doubts regarding mutual funds.
  2. No-Extra Charges: We charge no extra fee from our clients. We believe in the process of transparency, therefore all the charges will be transparent, with no hidden cost.
  3. SIP Calculator: A useful tool that determines a rough estimate of the returns on your monthly installments. 
  4. User-Friendly Platform: Easily accessibly website and mobile app helps the clients to utilize our services in a hassle-free manner.
  5. Weekly Market Reports: No time to track the market? Don’t worry, we offer weekly market reports to ease the task for you.

Reading so far, you must have known that the Axis Focused 25 Fund Growth is one of the best focused schemes for investment. Therefore, according to your convenience, if this scheme is suitable for you, then you should start your SIP now. Also, if you have query related to the SIP, feel free to contact our financial experts.

Hit the Bull’s Eye by Focusing on Axis Focused 25 Fund!

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Axis Focused 25 Fund : I had actually never thought that I’d ever invest. I hadn’t heard much about this fund and didn’t know how this all worked. Then, on my brother’s suggestion I signed up at MySIPonline and requested a call back. The response was prompt and I had a detailed conversation with their executive. It’s now been two years and my investments are doing superbly well. My vote will always go with MySIPonline.
Kriti Delhi
Making a proper investment plan is never easy, and hence, I’d recommend all to use MySIPonline to figure out their financial plans. This site is easy to use and has tons of awesome tools and other information at your disposal. My online investment journey started with Axis Focused 25 Fund Growth which I chose on the recommendation of MySIPonline’s executive. And I can say now that I was guided in the best way. Thank you, team MySIPonline!
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