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Home Mf Research Axis Focused Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Focused Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Focussed

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,040.52 +4.05%
Two Week 2026-10-19 ₹1,000.00 ₹1,029.65 +2.96%
One Month 2026-10-05 ₹1,000.00 ₹1,021.69 +2.17%
Three Months 2026-08-05 ₹3,000.00 ₹2,935.69 -2.14%
Six Months 2026-05-07 ₹6,000.00 ₹6,037.93 +0.63%
One Year 2025-11-03 ₹12,000.00 ₹12,220.77 +1.84%
Three Year 2023-11-06 ₹36,000.00 ₹37,693.22 +4.70%
Five Year 2021-11-08 ₹60,000.00 ₹69,452.75 +15.75%
Ten Year 2016-11-07 ₹120,000.00 ₹188,579.37 +57.15%
Since Inception 2012-06-29 ₹175,000.00 ₹396,275.66 +126.44%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 18.79%
Finance 10.48%
Automobiles 10.04%
Electrical Equipment 9.37%
Retailing 7.85%
Pharmaceuticals & Biotechnology 6.50%
Healthcare Services 5.06%
Transport Services 3.56%
Other 3.36%
Financial Technology (Fintech) 3.25%
Aerospace & Defense 2.91%
Sovereign 2.82%
Industrial Products 2.69%
Telecom - Services 2.60%
Consumer Durables 2.32%
IT - Software 2.15%
Beverages 2.06%
Chemicals & Petrochemicals 1.67%
Power 1.51%
Industrial Manufacturing 0.99%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 8.13%
Eternal Limited 7.85%
Divi's Laboratories Limited 6.50%
Bajaj Finance Limited 5.34%
Cholamandalam Investment and Finance Company Ltd 5.14%
Apollo Hospitals Enterprise Limited 5.06%
Apar Industries Limited 4.90%
TVS Motor Company Limited 4.53%
State Bank of India 4.22%
InterGlobe Aviation Limited 3.56%
Mahindra & Mahindra Limited 3.43%
Axis Bank Limited 3.24%
HDFC Bank Limited 3.20%
Hindustan Aeronautics Limited 2.91%
Cummins India Limited 2.69%
Bharti Airtel Limited 2.60%
PB Fintech Limited 2.59%
TD Power Systems Limited 2.32%
Titan Company Limited 2.32%
Infosys Limited 2.15%
CG Power and Industrial Solutions Limited 2.15%
Hyundai Motor India Ltd 2.08%
United Spirits Limited 2.06%
Pidilite Industries Limited 1.67%
Torrent Power Limited 1.51%
Kaynes Technology India Limited 0.99%
One 97 Communications Limited 0.66%
91 Days Tbill (MD 31/12/2026) 2.82%
Clearing Corporation of India Ltd 6.24%
Net Receivables / (Payables) -2.88%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.76%
Return volatility
β
Beta
0.93
Benchmark sensitivity
S
Sharpe Ratio
-0.19
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Focused Fund - Regular Plan - Growth 19.78% 13.46% 13.16%
Old Bridge Focused Fund - Regular Plan - Growth 6.75% 0.00% 9.81%
Invesco India Focused Fund - Regular Plan - Growth 6.38% 20.33% 19.63%
SBI Focused Fund - Regular Plan - Growth 4.99% 14.13% 17.98%
Union Focused Fund - Regular Plan - Growth 3.13% 10.66% 14.67%
Quant Focused Fund - Regular Plan - Growth 3.09% 12.06% 12.78%
HSBC Focused Fund - Regular Plan - Growth 1.62% 12.40% 16.47%
360 One Focused Fund - Regular Plan - Growth 0.84% 11.28% 13.99%
Kotak Focused Fund - Regular Plan - Growth -0.42% 13.46% 14.17%
Aditya Birla Sun Life Focused Fund - Regular Plan - Growth -0.60% 12.83% 13.59%

Returns are historical and do not guarantee future performance.

View All Equity Focussed Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies.There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.91%
Expense Ratio (Direct)
1.05%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

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.
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