Axis Focused Fund Growth

Axis Focused Fund Growth

Equity

Axis Mutual Fund

Focused Fund

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.

₹54.66

▲0.4%1D

NAV as on 05 Jun 2025

13.96%/per year

Since Inception

Absolute Gain%

▲▼

Axis Focused Fund Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (05-Jun-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
3.02%
3.64%
3.91%
3 Months
12.92%
14.51%
13.14%
6 Months
-1.15%
-1.26%
-2.64%
1 Year
12.78%
12.22%
13.65%
3 Years
11.78%
17.45%
18.71%
5 Years
15.7%
22.74%
22.41%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Focused Fund Growth
-
12,665Cr
1.74%
12.78%
11.78%
13.96%
Invesco India Focused Fund Regular
-
3,693Cr
1.88%
12.29%
25.6%
24.29%
Kotak Focused Equity Fund Regular
-
3,432Cr
1.9%
7.57%
17.29%
16.23%
Edelweiss Focused Fund Regular
-
929Cr
2.22%
10.35%
-
18.66%
See all

Axis Focused Fund Growth 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 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%

Large cap
75.4%
Mid cap
16.8%
Mid Cap allocation has gone down from 17.4% to 16.8%
Mid Cap allocation has gone down from 17.4% to 16.8%
Large Cap allocation has gone up from 74.8% to 75.4%
Large Cap allocation has gone up from 74.8% to 75.4%
Cash allocation has gone down from 7.8% to 7.7%
Cash allocation has gone down from 7.8% to 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%

Financial Services
29.2%
Consumer Cyclical
16.8%
Basic Materials
10.2%
Communication
8.3%
Industrial
7.8%
Utilities
7.5%
Health
6.8%
Tech
6.1%
Consumer Defensive
4.2%
Real Estate
3%

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

Apr'25

Financial Services

38%

Consumer Cyclical

11%

Health

10%

Mar'25

Financial Services

39%

Health

10%

Consumer Cyclical

10%

Axis Focused Fund Growth Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
ICICI Bank Ltd
9.67%
0%
HDFC Bank Ltd
8.36%
0%
Bajaj Finance Ltd
6.2%
4.5%
Bharti Airtel Ltd
6.09%
0%
Tata Consultancy Services Ltd
5.76%
0%
See all
Top Stocks bought last month
Prestige Estates Projects Ltd's allocation increased from 2.47% to 3%
Prestige Estates Projects Ltd's allocation increased from 2.47% to 3%
Avenue Supermarts Ltd's allocation increased from 0.82% to 1.32%
Avenue Supermarts Ltd's allocation increased from 0.82% to 1.32%
Eternal Ltd's allocation increased from 3.61% to 4.06%
Eternal Ltd's allocation increased from 3.61% to 4.06%
Top Stocks sold last month
Bajaj Finance Ltd's allocation decreased from 6.31 % to 6.2 %
Bajaj Finance Ltd's allocation decreased from 6.31 % to 6.2 %
Tata Consultancy Services Ltd's allocation decreased from 6.17 % to 5.76 %
Tata Consultancy Services Ltd's allocation decreased from 6.17 % to 5.76 %
Cholamandalam Investment and Finance Co Ltd's allocation decreased from 4.97 % to 4.76 %
Cholamandalam Investment and Finance Co Ltd's allocation decreased from 4.97 % to 4.76 %

Axis Focused Fund Growth Overview

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

Expense ratio1.74%
Benchmark
Nifty 500 TR INR
AUM₹12665 Cr
Inception Date29 June, 2012
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
152.36%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
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

  1. Axis Focused Fund Growth has ₹12665 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
  2. The fund has an expense ratio 1.7.

Returns

Axis Focused Fund Growth has given a CAGR return of 13.96% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 12.78%, 11.78% and 15.70% 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 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 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

Learn more about Axis Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 12.7K Cr
₹ 12.3K Cr
₹ 11.6K Cr
  • 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

Frequently Asked Questions for Axis Focused Fund Growth

How do I invest in Axis Focused Fund Growth?

INDmoney makes it simple to invest in the Axis Focused Fund Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Focused Fund Growth’.
  • 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 Growth?

The NAV of the fund today is ₹54.66. 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 Growth fund has generated a return of 12.78% in 1 year, 11.78% in 3 years, 15.70% in 5 years.

Who is the fund manager of Axis Focused Fund Growth?

The fund managers are Sachin Relekar.

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 1.74%. 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 ₹12665 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 Growth?

The top 3 holdings of the fund are ICICI Bank Ltd(9.67%), HDFC Bank Ltd(8.36%), Bajaj Finance Ltd(6.2%)