Axis Focused Fund - Direct Plan - Growth Option
Expense Ratio: 0.83
Risk: Very High
Equity Scheme - Focused Fund
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 11-06-2012
Exit Load: Nil
Fund Size:₹12,099.07 Cr
Performance
1Y
Fund-5.16%
Cat. Avg.-0.49%
2Y
Fund-1.66%
Cat. Avg.-0.11%
3Y
Fund8.81%
Cat. Avg.11.73%
5Y
Fund2.13%
Cat. Avg.9.94%
10Y
Fund11.44%
Cat. Avg.13.44%
SI
Fund12.85%
Cat. Avg.14.23%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 886.63 | 8.00% |
| 2 | Clearing Corporation of India Ltd | 704.76 | 6.36% |
| 3 | Eternal Limited | 685.39 | 6.19% |
| 4 | Cholamandalam Investment and Finance Company Ltd | 594.83 | 5.37% |
| 5 | Bajaj Finance Limited | 586.23 | 5.29% |
| 6 | Apollo Hospitals Enterprise Limited | 580.06 | 5.24% |
| 7 | Divi's Laboratories Limited | 554.86 | 5.01% |
| 8 | State Bank of India | 472.84 | 4.27% |
| 9 | Apar Industries Limited | 462.64 | 4.18% |
| 10 | PB Fintech Limited | 403.99 | 3.65% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60192 | +0.3% | +0.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +0.9% | +1.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.88 L. | +4.4% | +2.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.50 L. | +16.5% | +6.2% |
| 10Y | 07 Nov, 16 | 6 L. | 9.80 L. | +63.3% | +9.6% |
| SI | 07 Jan, 13 | 8.30 L. | 19.36 L. | +133.3% | +11.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94841 | -5.2% | -5.2% |
| 2Y | 16 Oct, 24 | 1 L. | 96701 | -3.3% | -1.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.29 L. | +28.8% | +8.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.12 L. | +11.6% | +2.2% |
| 10Y | 17 Oct, 16 | 1 L. | 2.99 L. | +198.6% | +11.6% |
| SI | 02 Jan, 13 | 1 L. | 5.30 L. | +429.8% | +12.9% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.