EQUITY•FOCUSED FUND
Axis Focused Fund
3 Year return
11.27%
NAV on August 11, 2026
66.37
1D Returns
+0.23%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
19.44%₹700
Total Value ₹4,300
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹11,078.39 Cr.
Expense Ratio
1.11% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Ratings
2.5
Ratings by other agencies
Value Research
3
Crisil
1
Morning Star
3
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Axis Mutual Fund Manager
KN
Krishnaa N
Fund Manager since Dec 2024
SR
Sachin Relekar
Fund Manager since Feb 2024
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
276
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Focused Fund | 17.6355% | 3.5 |
| ICICI Prudential Focused Equity Fund | 18.7671% | 3.5 |
| Invesco India Focused Fund | 23.3366% | 0 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.7535%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout10.3579%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.3579%
The Axis Focused 25 Direct Plan-Growth is a focused mutual fund scheme offered by Axis Mutual Fund. It is a direct equity mutual fund that strategically invests in a handpicked portfolio of 25 high-potential Indian companies. The fund takes a bottom up selection process, that is focusses on potential for appreciation in individual stocks from a fundamental perspective. The expense ratio of this fund is low compared to its category average.
Investment Objective of the Scheme
The investment objective of Axis Focused 25 Fund Direct Plan is to foster long-term capital growth by investing in a concentrated portfolio of equity and equity-related instruments. The portfolio encompasses up to 25 companies, mainly those ranking in the top in terms of market capitalisation. This strategic allocation aims to tap into the growth potential of these market leaders, thus enhancing overall returns.
Key Features of The Fund
5-year return
6.8238%
Expense Ratio
1.11%
Fund Manager
Krishnaa N
Fund Size
₹11078.39 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
This fund is an attractive choice for investors seeking a safe and reliable investment avenue. It aims to offer stable returns with minimal risk, as it allocates resources to companies with robust fundamentals. Therefore, it provides an excellent opportunity to participate in the growth potential of such companies while keeping the risk relatively low.
However, these investors must be cognisant of the possibility of moderate to high risks in their investments, even during periods when the overall market is faring well. If you are a risk-tolerant investor with an eye for strategic selection, the Axis Focused 25 Direct Plan-Growth could align well with your financial portfolio.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Axis Focused Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Focused Fund on August 11, 2026, is ₹66.37
What is the AUM of Axis Focused Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Focused Fund, is ₹11078.39 crore.
What is the expense ratio of Axis Focused Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Focused Fund is 1.11%
What are the returns of Axis Focused Fund since inception?
The Axis Focused Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Focused Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Focused Fund is ₹100.
How do I invest in Axis Focused Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Focused Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Focused Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Focused Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,300 in 3Y at 11.2744% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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