Buy Axis Focused 25 Fund(G) - Equity Mutual Fund - NAV, AUM, Portfolio, Performance, Returns.

Axis Focused 25 Fund-Reg(G)

As on Sep-25-2020 change fund

28.52

0.61 (2.19%)

fund objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 31-Mar-2020)	16.91	21.16	25.15	27.10	23.39
Net Assets(Rs Crores) (as on 31-Mar-2020)	359.26	1180.09	3154.03	7189.83	8185.39
Scheme Returns(%)(Absolute)	-7.14	25.50	18.30	5.41	-13.98
B'mark Returns(%)(Absolute)	-9.87	18.94	9.48	13.83	-26.32
Category Rank	121/316	154/312	22/353	10/23	3/26

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	15.48	NA	NA	NA
2019-2020	5.50	2.59	4.84	-23.93
2018-2019	8.95	-2.55	0.45	1.04
2017-2018	8.27	6.55	9.18	-5.63
2016-2017	8.69	7.67	-7.23	15.25

Top 10 holdings

company	(%)
Bajaj Finance Ltd.	8.54
Tata Consultancy Services Ltd.	8.00
Kotak Mahindra Bank Ltd.	7.59
Reliance Industries Ltd.	7.40
HDFC Bank Ltd.	7.14
Avenue Supermarts Ltd.	5.92
Divis Laboratories Ltd.	5.72
Maruti Suzuki India Ltd.	5.25
Supreme Industries Ltd.	4.67
Housing Development Finance Co...	4.60

Top 10 sectors

sectors	(%)
Bank - Private	14.73
IT - Software	10.94
Finance - NBFC	8.54
Refineries	7.40
Retailing	5.92
Pharmaceuticals & Drugs	5.72
Automobiles - Passenger Cars	5.25
Plastic Products	4.67
Finance - Housing	4.60
Finance - Investment	4.57

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Axis Focused 25 Fund-Reg(G)	Large-Growth	29-Jun-2012	11,372.39	-3.84	-4.68	5.51	-2.33	5.56	10.42	NA	13.55	BUY SIP
IIFL Focused Equity Fund-Reg(G)	Large-Growth	30-Oct-2014	930.27	-5.10	-3.23	9.56	5.02	7.61	11.43	NA	10.25	BUY SIP
SBI Focused Equity Fund-Reg(G)	Large-Growth	11-Oct-2004	10,247.78	-4.77	-7.49	1.46	-2.36	5.49	9.35	12.47	17.98	BUY SIP
Sundaram Select Focus-Inst(G)	Large-Growth	15-Apr-2008	1,064.39	-3.80	-4.12	5.45	-2.50	5.41	8.64	6.82	7.47	BUY SIP
Principal Focused Multicap Fund(G)	Large-Growth	11-Nov-2005	392.83	-3.23	-4.63	5.22	1.80	4.50	7.90	7.89	13.48	BUY SIP
ICICI Pru Focused Equity Fund(G)	Large-Growth	28-May-2009	799.63	-4.52	-4.85	5.33	5.19	3.53	6.84	7.15	10.18	BUY SIP
Motilal Oswal Focused 25 Fund-Reg(G)	Large-Growth	13-May-2013	1,264.77	-3.20	-3.92	4.57	-0.99	3.32	7.51	NA	11.64	BUY SIP
IDFC Focused Equity Fund-Reg(G)	Large-Growth	16-Mar-2006	1,399.64	-3.17	-0.92	15.35	7.80	1.77	8.70	6.50	9.78	BUY SIP
Quant Focused Fund(G)	Large-Growth	01-Aug-2008	4.94	-5.48	-3.94	5.68	2.35	1.70	7.21	9.71	9.97	BUY SIP
DSP Focus Fund-Reg(G)	Large-Growth	10-Jun-2010	1,769.04	-3.46	-3.53	7.63	-3.38	1.63	5.90	7.29	8.34	BUY SIP
Aditya Birla SL Focused Equity Fund(G)	Large-Growth	24-Oct-2005	4,114.69	-4.28	-5.02	6.02	-2.08	1.31	6.56	9.23	12.43	BUY SIP
Nippon India Focused Equity Fund(G)	Large-Growth	26-Dec-2006	3,923.20	-3.59	-3.99	8.28	-1.73	0.16	6.11	9.60	11.34	BUY SIP
Franklin India Focused Equity Fund(G)	Large-Growth	26-Jul-2007	7,106.19	-5.77	-8.70	-2.71	-12.06	-1.40	3.93	9.46	9.92	BUY SIP
JM Core 11 Fund(G)	Large-Growth	05-Mar-2008	48.58	-4.89	-8.58	-1.26	-18.03	-4.27	7.07	4.48	-2.26	BUY SIP
HDFC Focused 30 Fund(G)	Large-Growth	17-Sep-2004	499.45	-4.90	-7.44	2.15	-14.86	-5.24	2.23	4.06	12.34	BUY SIP
Mirae Asset Focused Fund-Reg(G)	Large-Growth	14-May-2019	3,414.42	-4.17	-2.96	12.27	6.15	NA	NA	NA	11.99	BUY SIP
L&T Focused Equity Fund-Reg(G)	Large-Growth	05-Nov-2018	734.15	-3.41	-1.47	11.09	5.88	NA	NA	NA	7.14	BUY SIP
Union Focused Fund-Reg(G)	Large-Growth	05-Aug-2019	180.46	-3.66	-2.81	9.72	5.53	NA	NA	NA	9.22	BUY SIP
IDBI Focused 30 Equity Fund-Reg(G)	Large-Growth	17-Nov-2017	157.12	-4.17	-5.39	5.81	-0.82	NA	NA	NA	-1.24	BUY SIP
Kotak Focused Equity Fund-Reg(G)	Large-Growth	16-Jul-2019	1,670.72	-3.30	-3.19	7.63	-2.36	NA	NA	NA	1.00	BUY SIP
BNP Paribas Focused 25 Equity Fund-Reg(G)	Large-Growth	06-Oct-2017	187.69	-4.08	-5.54	4.13	-3.43	NA	NA	NA	-2.11	BUY SIP
HSBC Focused Equity Fund-Reg(G)	Large-Growth	22-Jul-2020	517.17	-3.58	-3.39	NA	NA	NA	NA	NA	-1.15	BUY SIP
Tata Focused Equity Fund-Reg(G)	Large-Growth	05-Dec-2019	1,328.23	-4.63	-4.32	8.19	NA	NA	NA	NA	-9.49	BUY SIP

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