Axis Focused 25 Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Shreyash Devalkar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.82% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹14087 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 179.81% |
Size breakup
Axis Focused 25 Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.18% | 3.18% |
6 Month Returns | 7.88% | 7.88% |
1 Year Returns | 21.58% | 21.58% |
3 Years Returns | 25.71% | 7.92% |
5 Years Returns | 74.21% | 11.74% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Axis Focused 25 Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | -11.1 | -10.96 | -4.25 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Axis Focused 25 Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 0.97 | 1.06 | 0.97 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Axis Focused 25 Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 1.05 | 0.19 | 0.4 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Axis Focused 25 Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 15.42 | 16.35 | 20.06 |