Axis Focused Fund Growth
Get the latest NAV of Axis Focused Fund Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹54.40
1D
NAV as on 19 May 2025
14.05%/per year
Since Inception
▲▼
Axis Focused Fund Growth Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (19-May-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Axis Focused Fund Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Focused Fund Growth Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 92.3%
Debt & Cash 7.7%
Axis Focused Fund Growth Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 92.3%
Debt & Cash 7.7%
Top 3 Sectors in April were Financial Services, Health & Consumer Cyclical
Financial Services
38%
Consumer Cyclical
11%
Health
10%
Financial Services
39%
Health
10%
Consumer Cyclical
10%
Axis Focused Fund Growth Holdings Details
as on (30-Apr-25)
Equity
Axis Focused Fund Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.74% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹12665 Cr |
| Inception Date | 29 June, 2012 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 152.36% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Axis Focused Fund Growth
Axis Focused Fund Growth is an equity fund. This fund was started on 29 June, 2012. The fund is managed by Sachin Relekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis Focused Fund Growth has ₹12665 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
- The fund has an expense ratio 1.7.
Returns
Axis Focused Fund Growth has given a CAGR return of 14.05% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.64%, 13.12% and 18.00% respectively.
Holdings
Axis Focused Fund Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Industrial, Communication, Tech, Basic Materials, Utilities, Real Estate, Consumer Defensive. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Bajaj Finance Ltd, Bharti Airtel Ltd, Tata Consultancy Services Ltd
Taxation
As it is a focused fund mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Axis Focused Fund Growth
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Focused Fund Growth has no lock in period.
Fund Manager
Sachin Relekar
Fund Manager of Axis Focused Fund Growth, since 1 February 2024
- AUM of the fund stands at 12.7K Cr as of Apr'25
- AUM increased by 318.5 Cr between Apr'25 and Mar'25
More funds from Axis
3Y CAGR
▲ 29.39
3Y CAGR
▲ 28.06
3Y CAGR
▲ 27.27
3Y CAGR
▲ 27.26
5Y CAGR
▲ 34.60
Frequently Asked Questions for Axis Focused Fund Growth
What is the current NAV of Axis Focused Fund Growth?
What are the average returns of Axis Focused Fund Growth?
Axis Focused Fund Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.94% | 3.94% |
6 Month Returns | 4.62% | 4.62% |
1 Year Returns | 10.64% | 10.64% |
3 Years Returns | 44.76% | 13.12% |
How do I invest in Axis Focused Fund Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Axis Focused Fund Growth?
What is net assets under management (AUM) of Axis Focused Fund Growth?
What are the top 5 holdings of Axis Focused Fund Growth?
What are the top 3 sectors that this Axis Focused Fund Growth has invested in?
What is the alpha of Axis Focused Fund Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Axis Focused Fund Growth | 0.23 | -6.52 | -7.47 |
What is the beta of Axis Focused Fund Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Axis Focused Fund Growth | 0.95 | 1 | 1.03 |
What is the sharpe ratio of Axis Focused Fund Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Axis Focused Fund Growth | 0.04 | 0.15 | 0.62 |
What is the standard deviation of Axis Focused Fund Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Axis Focused Fund Growth | 16.17 | 16.2 | 16.43 |