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Axis Focused Fund - Regular Plan - IDCW

  • Equity
  • Focused
  • Average
  • Current NAV

    ₹19.45 0.07%

    23-04-2024
  • Annual Returns

    30.79%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 97.7%
  • Debt 1.38%
  • Others 0.91%

Market Cap

Allocation
Large Cap 79.63
Mid Cap 16.24
Others 1.83

Sector Allocation

Financial

Technology

Services

Energy

Healthcare

Chemicals

Automobile

Construction

Materials

Communication

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
13-Mar-2024
Holdings PE Ratio
13-Mar-2024
1Y Return
Tata Consultancy Services Ltd. Large Cap Technology (31.61) 8.45% 30.21 20.75%
Bajaj Finance Ltd. Large Cap Financial (32.59) 7.52% 32.85 23.29%
Pidilite Industries Ltd. Large Cap Chemicals (61.81) 6.93% 87.34 21.45%
Avenue Supermarts Ltd. Large Cap Services (26.29) 6.83% 8.72 63.23%
ICICI Bank Ltd. Large Cap Financial (21.89) 6.47% 18.12 21%
Torrent Power Ltd. Mid Cap Energy (26.82) 5.59% 39.32 178.53%
Info Edge (India) Ltd. Mid Cap Services (93.07) 5.1% 314.71 60.32%
Reliance Industries Ltd. Large Cap Energy (41.04) 4.82% 28.17 22.99%
Divi's Laboratories Ltd. Large Cap Healthcare (54.4) 4.6% 73.26 19.54%
Bajaj Finserv Ltd. Large Cap Financial (80.87) 4.58% 33.33 23.72%
Bajaj Auto Ltd. Large Cap Automobile (37.97) 4.54% 31.44 100.23%
DLF Ltd. Large Cap Construction (120.6) 3.69% 92.81 116.74%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (50.01) 3.64% 80.2 45.85%
LTIMindtree Ltd. Large Cap Technology (36.96) 3.5% 33.85 6.16%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 3.48% 28.3 41.05%
Shree Cement Ltd. Large Cap Materials (58.45) 3.15% 39.03 1.79%
Bharti Airtel Ltd. Large Cap Communication (74.26) 2.89% 91.97 76.28%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (88.69) 2.67% 114.4 42.64%
HDFC Bank Ltd. Large Cap Financial (21.89) 2.17% 17.94 -10.42%
PI Industries Ltd. Mid Cap Chemicals (35.57) 1.91% 35.72 20.52%
Apollo Hospitals Enterprise Ltd.% 03/2024 Healthcare 1.83% 0%
JIO Financial Services Ltd. Large Cap Financial (20.35) 1.39% 151.42 0%
State Bank of India Large Cap Financial (16.15) 1.35% 10.63 39.39%
Tata Motors Ltd. Large Cap Automobile (95.46) 0.6% 40.82 136.49%

Market Cap

Allocation
Others 1.38

Sector Allocation

Others

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.05% 0%
Reserve Bank of India% 91-D 18/04/2024 Financial 0.33% 0%

Market Cap

Allocation
Others 0.91

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.91% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Axis Focused Fund?

The top holdings of this fund are Tata Consultancy Services Ltd., Bajaj Finance Ltd., Pidilite Industries Ltd., Avenue Supermarts Ltd., ICICI Bank Ltd.

Top 5 Sector for Axis Focused Fund?

The major sectors of this fund are Financial, Technology, Services, Energy, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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