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axis focused 25 fund direct plan growth option
Axis Focused 25 Fund Direct Plan Growth Option

Axis Focused 25 Fund Direct Plan Growth Option

  • Very High Risk
  • Equity
  • Focused Fund
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NAV as on Apr 28, 2025
i
Price per unit of the scheme.
₹ 60.86000.79%1 Day Change
3.59%
Minimum Investment₹500
Expense Ratio0.71%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Axis Focused 25 Fund Direct Plan Growth Option
VS
Equity: Focused Fund Average NAV
    Topper in Equity: Focused Fund
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Axis Focused 25 Fund Direct Plan Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    0.71%
    Category Avg Expense Ratio
    0.74%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 12,346.51 Cr(As on Mar, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    195.00 %
    Exit Load
    If redeemed / switched-out within 12 months from the date of allotment- For 10% of investments: NIL, For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment: NIL

    bt_logoABOUT THE FUND

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

    Axis Focused 25 Fund Direct Plan Growth Option is an Equity - Focused Fund fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onApr 28, 2025 is ₹60.86. Its expense ratio is 0.71 %. The fund has an AUM of ₹12,346.51 Cr.The fund is managed byJinesh Gopani,Vinayak Jayanath,Hitesh Das,Shreyash Devalkar,Sachin Relekar,Krishnaa N.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Jinesh Gopani
    Jinesh Gopani
    i
    Lead Fund Manager.
    Jun 7, 2016 - Present
    • Fund Manager Rank16Out of 25
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 62,840.13 Cr
    • Highest Return In 1 Yr9.89 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 33.18
    0.97%
    1.03%
    Very High Risk
    ₹13,321.48Cr
    Axis Nifty 50 Index Fund Direct Growth
    --
    ₹ 14.55
    3.44%
    -%
    Very High Risk
    ₹648.61Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 22.00
    1.57%
    2.46%
    Very High Risk
    ₹1,213.83Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 33.18
    • Fund Size₹13,321.48Cr
    Fund Return0.97%
    Category Return1.03%
    Axis Nifty 50 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.55
    • Fund Size₹648.61Cr
    Fund Return3.44%
    Category Return--
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 22.00
    • Fund Size₹1,213.83Cr
    Fund Return1.57%
    Category Return2.46%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vinayak Jayanath
    Vinayak Jayanath
    i
    Lead Fund Manager.
    Jan 17, 2023 - Present
    • Schemes managed19
    • Total AUM₹ 1,30,277.08 Cr
    • Highest Return In 1 Yr14.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Global Innovation Fund of Fund Direct Growth
    --
    ₹ 12.92
    -4.15%
    -%
    Very High Risk
    ₹461.57Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 15.97
    3.23%
    -%
    Very High Risk
    ₹2,295.36Cr
    Axis Growth Opportunities Fund Direct Growth
    ₹ 33.18
    0.97%
    1.03%
    Very High Risk
    ₹13,321.48Cr
    Axis Global Innovation Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 12.92
    • Fund Size₹461.57Cr
    Fund Return-4.15%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.97
    • Fund Size₹2,295.36Cr
    Fund Return3.23%
    Category Return--
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 33.18
    • Fund Size₹13,321.48Cr
    Fund Return0.97%
    Category Return1.03%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Hitesh Das
    Hitesh Das
    i
    Lead Fund Manager.
    Aug 3, 2023 - Present
    • Schemes managed8
    • Total AUM₹ 47,615.44 Cr
    • Highest Return In 1 Yr13.70 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 17.34
    2.00%
    1.72%
    Very High Risk
    ₹6,979.46Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 22.00
    1.57%
    2.46%
    Very High Risk
    ₹1,213.83Cr
    Axis Equity Saver Fund Direct Plan Growth
    ₹ 24.53
    1.74%
    0.62%
    Moderately High risk
    ₹940.08Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.34
    • Fund Size₹6,979.46Cr
    Fund Return2.00%
    Category Return1.72%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 22.00
    • Fund Size₹1,213.83Cr
    Fund Return1.57%
    Category Return2.46%
    Axis Equity Saver Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 24.53
    • Fund Size₹940.08Cr
    Fund Return1.74%
    Category Return0.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shreyash Devalkar
    Shreyash Devalkar
    i
    Lead Fund Manager.
    Aug 4, 2023 - Present
    • Schemes managed14
    • Total AUM₹ 1,65,035.63 Cr
    • Highest Return In 1 Yr13.70 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 17.34
    2.00%
    1.72%
    Very High Risk
    ₹6,979.46Cr
    Axis Flexi Cap Fund Direct Growth
    ₹ 27.78
    3.43%
    1.38%
    Very High Risk
    ₹12,039.75Cr
    Axis Bluechip Fund Direct Plan Growth
    ₹ 67.83
    3.30%
    1.56%
    Very High Risk
    ₹32,349.42Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.34
    • Fund Size₹6,979.46Cr
    Fund Return2.00%
    Category Return1.72%
    Axis Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 27.78
    • Fund Size₹12,039.75Cr
    Fund Return3.43%
    Category Return1.38%
    Axis Bluechip Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 67.83
    • Fund Size₹32,349.42Cr
    Fund Return3.30%
    Category Return1.56%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sachin Relekar
    Sachin Relekar
    i
    Lead Fund Manager.
    Feb 1, 2024 - Present
    • Schemes managed13
    • Total AUM₹ 39,747.38 Cr
    • Highest Return In 1 Yr13.14 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Bandhan Equity Savings Fund Direct Plan Growth
    ₹ 34.06
    1.13%
    0.62%
    Low to Moderate Risk
    ₹272.15Cr
    Bandhan Asset Allocation Fund Of Fund - Aggressive Plan - Direct Plan - Growth
    ₹ 47.45
    2.60%
    -%
    High Risk
    ₹19.06Cr
    Bandhan Infrastructure Fund - Direct Plan - Growth
    ₹ 55.25
    3.31%
    1.03%
    Very High Risk
    ₹1,563.07Cr
    Bandhan Equity Savings Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 34.06
    • Fund Size₹272.15Cr
    Fund Return1.13%
    Category Return0.62%
    Bandhan Asset Allocation Fund Of Fund - Aggressive Plan - Direct Plan - Growth
    High Risk
    • NAV₹ 47.45
    • Fund Size₹19.06Cr
    Fund Return2.60%
    Category Return--
    Bandhan Infrastructure Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 55.25
    • Fund Size₹1,563.07Cr
    Fund Return3.31%
    Category Return1.03%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Krishnaa N
    Krishnaa N
    i
    Lead Fund Manager.
    Mar 1, 2024 - Present
    • Schemes managed22
    • Total AUM₹ 1,33,521.20 Cr
    • Highest Return In 1 Yr14.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 33.18
    0.97%
    1.03%
    Very High Risk
    ₹13,321.48Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 22.00
    1.57%
    2.46%
    Very High Risk
    ₹1,213.83Cr
    Axis Midcap Fund Direct Plan Growth
    ₹ 120.35
    2.56%
    1.47%
    Very High Risk
    ₹28,063.01Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 33.18
    • Fund Size₹13,321.48Cr
    Fund Return0.97%
    Category Return1.03%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 22.00
    • Fund Size₹1,213.83Cr
    Fund Return1.57%
    Category Return2.46%
    Axis Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 120.35
    • Fund Size₹28,063.01Cr
    Fund Return2.56%
    Category Return1.47%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (92.20%)
    DEBT (-%)
    CASH (7.80%)
    Allocation by Market Cap
    Large Cap(74.84%)
    Mid Cap(17.36%)
    Industry Holdings
    • Banks Regional23.01%
    • Credit Services12.24%
    • Drug Manufacturers Specialty Generic7.10%
    • Information Technology Services6.70%
    • Telecom Services6.30%
    • Utilities Independent Power Producers5.02%
    Stock Holdings
    • ICICI Bank Ltd9.38%
    • HDFC Bank Ltd8.15%
    • Bajaj Finance Ltd6.31%
    • Tata Consultancy Services Ltd6.17%
    • Bharti Airtel Ltd5.81%
    • Cholamandalam Investment and Finance Co Ltd4.97%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -6.13
      This Fund
      VS
      0.48
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      83.72
      This Fund
      VS
      87.13
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.00
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.09
      This Fund
      VS
      0.53
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.14
      This Fund
      VS
      0.89
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.25
      This Fund
      VS
      14.47
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Axis Asset Management Company Limited
    Axis Asset Management Company Limited manages assets worth ₹ 3,07,419.65 crores. It’s current offering of mutual fund schemes includes 32 equity, 30 debt and 12 hybrid schemes.
    phone icon
    Phone
    +91 22 43255161
    mail icon
    Email
    customerservice@axismf.com
    aum
    AUM
    ₹ 3,07,419.65 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Axis Focused 25 Fund Direct Plan Growth Option ?
    The category of Axis Focused 25 Fund Direct Plan Growth Option is Equity - Focused Fund
    What is the current NAV of Axis Focused 25 Fund Direct Plan Growth Option ?
    The current NAV of Axis Focused 25 Fund Direct Plan Growth Option as on Apr 28, 2025 is ₹60.86
    How safe is Axis Focused 25 Fund Direct Plan Growth Option ?
    The risk level of Axis Focused 25 Fund Direct Plan Growth Option is Very High.
    What are short term returns given by Axis Focused 25 Fund Direct Plan Growth Option ?
    The return given by Axis Focused 25 Fund Direct Plan Growth Option in 1 month is 3.59%, 3 months is 7.37%, 6 months is -1.04%, and 1 year is 8.08%
    What are the long term returns given by Axis Focused 25 Fund Direct Plan Growth Option ?
    The return given by Axis Focused 25 Fund Direct Plan Growth Option in 3 years is 8.81% and 5 years is 17.20%.
    What is the expense ratio of Axis Focused 25 Fund Direct Plan Growth Option ?
    The expense ratio of Axis Focused 25 Fund Direct Plan Growth Option is 0.71%
    What is the AUM of Axis Focused 25 Fund Direct Plan Growth Option ?
    The assets under Management (AUM) of Axis Focused 25 Fund Direct Plan Growth Option is Rs 12,346.51 crores.
    What is the minimum investment in Axis Focused 25 Fund Direct Plan Growth Option ?
    The minimum Lumpsum investment in Axis Focused 25 Fund Direct Plan Growth Option is ₹500.00 and the minimum SIP investment in Axis Focused 25 Fund Direct Plan Growth Option is ₹100.00
    What is the asset allocation of Axis Focused 25 Fund Direct Plan Growth Option?
    Axis Focused 25 Fund Direct Plan Growth Option has an exposure of 92.20% in Equity and 7.80% in Cash & Money Market Securities

    bt_logoCALCULATORS

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