Axis Focused Fund

Axis Focused Fund

Equity

Axis Mutual Fund

Focused Fund

Get the latest NAV of Axis Focused Fund. 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.

₹56.53

▼-1.6%1D

NAV as on 13 Mar 2026

12.71%/per year

Since Inception

Absolute Gain%

▲▼

4156 people have invested ₹ 1.2Cr in Axis Focused Fund in the last three months

Axis Focused Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.35%
-11.49%
-12.06%
2.56%
11.5%
5.72%
Nifty 500
-8.24%
-9.84%
-7.86%
6.02%
14.31%
11.33%
Focused Fund Avg
-8.73%
-9.88%
-8.48%
5.58%
14.49%
11.68%
Best in Focused Fund
-6.02%
-3.95%
-0.34%
15.41%
21.5%
20.43%
Worst in Focused Fund
-11.87%
-16.3%
-17.16%
-3.23%
8.16%
5.72%
Category Rank
19/20
18/20
17/19
18/19
12/14
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Axis Focused Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

20
/20
22% Performance
24% Risk Management
46% Cost

Ranked 20 out of 20 mutual funds in the focused fund category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Focused Fund
20/20
11,305Cr
0.85%
2.56%
11.5%
-2.99
0.92
0.56
0.89
-0.83
HDFC Focused Fund
1/20
27,136Cr
0.63%
7.49%
19.91%
7.55
0.71
1.64
3.42
1.26
ICICI Prudential Focused Equity Fund
2/20
15,145Cr
0.59%
11.2%
21.5%
6.53
0.93
1.34
2.49
1.75
Kotak Focused Fund
3/20
4,014Cr
0.54%
15.41%
17.61%
3.06
0.89
1.11
1.88
0.79
See all
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Has not generated consistent returns
Has not generated consistent returns
Negative: Does not beat the benchmark consistently
Does not beat the benchmark consistently
Negative: Higher probablity of downside risk
Higher probablity of downside risk

Axis Focused Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis Focused Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
72.2%
Mid cap
16.4%
Mid Cap allocation has gone down from 16.9% to 16.4%
Mid Cap allocation has gone down from 16.9% to 16.4%
Large Cap allocation has gone down from 75.1% to 72.2%
Large Cap allocation has gone down from 75.1% to 72.2%
Small Cap allocation has gone down from 0.4% to 0%
Small Cap allocation has gone down from 0.4% to 0%
Cash allocation has gone up from 7.5% to 11.4%
Cash allocation has gone up from 7.5% to 11.4%

Axis Focused Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
34.5%
Consumer Cyclical
14.8%
Health
11.7%
Industrial
11.3%
Communication
9.3%
Tech
5.6%
Basic Materials
4.1%
Real Estate
3.8%
Utilities
3.3%
Consumer Defensive
1.6%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Health

Feb'26

Financial Services

35%

Consumer Cyclical

14%

Health

13%

Jan'26

Financial Services

33%

Consumer Cyclical

15%

Health

12%

Axis Focused Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
ICICI Bank Ltd
9.22%
-7.1%
HDFC Bank Ltd
6.46%
-5.7%
Eternal Ltd
5.13%
0%
Divi's Laboratories Ltd
5.04%
0%
Cholamandalam Investment and Finance Co Ltd
4.9%
-2.2%
See all
Top Stocks bought last month
Apar Industries Ltd's allocation increased from 1.99% to 2.8%
Apar Industries Ltd's allocation increased from 1.99% to 2.8%
State Bank of India's allocation increased from 1.52% to 2.25%
State Bank of India's allocation increased from 1.52% to 2.25%
Apollo Hospitals Enterprise Ltd's allocation increased from 4.09% to 4.62%
Apollo Hospitals Enterprise Ltd's allocation increased from 4.09% to 4.62%
Top Stocks sold last month
ICICI Bank Ltd's allocation decreased from 9.69 % to 9.22 %
ICICI Bank Ltd's allocation decreased from 9.69 % to 9.22 %
HDFC Bank Ltd's allocation decreased from 7.12 % to 6.46 %
HDFC Bank Ltd's allocation decreased from 7.12 % to 6.46 %
Eternal Ltd's allocation decreased from 5.66 % to 5.13 %
Eternal Ltd's allocation decreased from 5.66 % to 5.13 %

Axis Focused Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.85%
Benchmark
Nifty 500 TR INR
AUM₹11305 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
40.14%
Risk
Risk meter
pointer
Very High Risk

About Axis Focused Fund

The Axis Focused 25 Fund is a direct equity mutual fund that invests in a carefully selected portfolio of 25 high-quality Indian companies which have a potential of providing strong returns. The fund has a higher exposure to sectors such as financial services and consumer goods which generally form the top 25% of the Nifty50 index. Some of the top holdings of the fund include companies like HDFC Bank, Reliance Industries, Infosys, and Bajaj Finance.

The fund is suitable for investors who are looking for a safe investment avenue which provides stable returns with minimal risk as the companies the fund invests in are fundamentally strong.

Key Parameters

  1. Axis Focused Fund has ₹11305 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Axis Focused Fund has given a CAGR return of 12.71% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.56%, 11.50% and 5.72% respectively.

Holdings

Axis Focused Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Industrial, Communication, Basic Materials, Utilities, Tech, Real Estate, Energy, Consumer Defensive. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Eternal Ltd, Divi's Laboratories Ltd, Cholamandalam Investment and Finance Co 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 benefit
Dividends 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

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 has no lock in period.

Fund Manager

Sachin Relekar

Fund Manager of Axis Focused Fund, since 1 February 2024

Krishnaa N

Fund Manager of Axis Focused Fund, since 1 March 2024

Learn more about Axis Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 11.3K Cr
₹ 11.4K Cr
₹ 12K Cr
  • AUM of the fund stands at 11.3K Cr as of Feb'26
  • AUM decreased by 76.7 Cr between Feb'26 and Jan'26

Compare Axis Focused Fund

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Frequently Asked Questions for Axis Focused Fund

How do I invest in Axis Focused Fund?

INDmoney makes it simple to invest in the Axis Focused Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Focused Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Focused Fund?

The NAV of the fund today is ₹56.53. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Focused Fund fund has generated a return of 2.56% in 1 year, 11.50% in 3 years, 5.72% in 5 years.

Who is the fund manager of Axis Focused Fund?

The fund managers are Sachin Relekar, Krishnaa N.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.85%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹11305 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Focused Fund?

The top 3 holdings of the fund are ICICI Bank Ltd(9.22%), HDFC Bank Ltd(6.46%), Eternal Ltd(5.13%)