Axis Focused 25 Fund - Growth Option

Fund Returns

NAV Rs. 30.11 -0.59 %
(as on Dec. 6, 2019)
1 yr Return 17.45 %
3 yr. Return 18.01 %
5 yr. Return 12.14 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 30.11 -0.59 %
(as on Dec. 6, 2019) 		17.45 % 18.01 % 12.14 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 8799.58 cr.
Category Equity | Focused
Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd.
Fund Benchmark Nifty 50 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 12000.00
Expense Ratio 1.95 %
Exit load Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.66 11.52 5.98 17.45 18.01 12.14
Rank Within Category 3 11 None 41 10 9

Peer Funds

SBI Banking & Financial Services Fund - Regular Plan - Growth
22.85%
Return 1Y
21.15%
Return 3Y
-
Return 5Y
Edelweiss ETF - Nifty Bank
21.56%
Return 1Y
20.35%
Return 3Y
-
Return 5Y
Kotak Banking ETF
21.39%
Return 1Y
20.24%
Return 3Y
11.57%
Return 5Y
Reliance ETF Bank BeES
21.36%
Return 1Y
20.2%
Return 3Y
11.32%
Return 5Y
Tata Banking And Financial Services Fund-Regular Plan-Growth
24.95%
Return 1Y
19.86%
Return 3Y
-
Return 5Y

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 8799.58 cr.
Category Equity | Focused Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd. Fund Benchmark Nifty 50 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 12000.00 1.95 % Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.66 11.52 5.98 17.45 18.01 12.14
Rank Within Category 3 11 None 41 10 9

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Axis Focused 25 Fund - Growth Option 17.45 18.01 12.14 8,799.58
SBI Banking & Financial Services Fund - Regular Plan - Growth 22.85 21.15 - 1,196.05
Edelweiss ETF - Nifty Bank 21.56 20.35 - 1.14
Kotak Banking ETF 21.39 20.24 11.57 8,053.24
Reliance ETF Bank BeES 21.36 20.2 11.32 6,880.75
Tata Banking And Financial Services Fund-Regular Plan-Growth 24.95 19.86 - 371.97
Check all

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Top Performing Funds by AMC

Fund Return 3Y(%)
Axis Bluechip Fund - Growth 19.35
Axis Midcap Fund - Growth 17.11
Axis Long Term Equity Fund - Growth 16.17
Axis Small Cap Fund - Regular Plan - Growth 13.95
Axis Children's Gift Fund - without Lock in - Growth 10.85