SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Axis Mutual Fund > Axis Focused 25 Fund (D)

Axis Focused 25 Fund (D)

PLAN: Regular OPTIONS: Dividend
17.940 0.29 (1.59%)

NAV as on 30 Jan, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Large Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 30 Jan, 2015)

Period Returns (%) Rank #
1 mth 6.2 74
3 mth 12.3 8
6 mth 21.9 30
1 year 54.4 60
2 year 22.1 89
3 year - -
5 year - -

# Moneycontrol Rank within 137 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.9 15.9 4.4 9.4 -
2013 -3.3 2.4 -4.2 7.4 4.5
2012 - - 8.2 3.6 13.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 6.2 12.3 21.9 54.4 22.1 -- --
Category avg 5.9 8.0 17.9 51.9 23.4 19.1 11.1
Difference of Fund returns and Category returns 0.3 4.3 4.0 2.5 -1.3 -- --
Best of category 8.1 14.2 30.8 80.3 34.8 30.1 19.0
Worst of category 3.0 3.5 7.1 23.5 11.4 9.6 6.8
Benchmark returns # 6.8 7.8 13.1 45.0 20.6 20.1 12.4
Difference of Fund returns and Benchmark returns -0.6 4.5 8.8 9.4 1.5 -- --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

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

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jun 25, 2012
Benchmark CNX NIFTY
Asset Size (Rs cr) 179.15 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sudhanshu Asthana
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 2.00%
Load Comments Exit load 2% if redeemed / switched out within 2 years from date of allotment.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
12,907.28 5.9 16.9 61.2 22.8 15.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 7.2 18.7 55.0 24.1 18.0
Birla SL Frontline Equity (G) Rank 2
6,931.53 10.1 20.8 60.8 27.5 16.9
UTI Opportunities Fund (G) Rank 3
4,787.61 8.5 20.0 55.7 23.3 17.5
UTI Equity Fund (G) Rank 2
3,622.40 8.2 21.4 60.0 26.0 17.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 14.76 8.24
HDFC Banking/Finance 12.20 6.81
HDFC Bank Banking/Finance 11.68 6.52
Hero Motocorp Automotive 10.12 5.65
Larsen Engineering 9.23 5.15
Kotak Mahindra Banking/Finance 8.37 4.67
Tata Motors Automotive 7.74 4.32
Grasim Conglomerates 7.61 4.25
Jubilant Food Miscellaneous 7.42 4.14
Lupin Pharmaceuticals 7.33 4.09

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 33.22 33.22 23.93
Engineering 16.81 20.36 7.33
Automotive 11.94 14.54 11.34
Miscellaneous 10.43 10.61 8.87
Technology 7.51 18.60 7.51
Conglomerates 4.25 4.25 4.04

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.84
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.16

View All

Concentration

Holdings (%)
Top 5 32.37
Top 10 53.84
Sector (%)
Top 3 61.97

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.