Investment Checklist

Axis Focused Fund

Growth

EquityFocused Fund

Large-size FundAssets Under Mgmt: ₹ 14,155 Cr

Very High RiskPrinciple investment will be at very high risk

61.780.46% (+0.28)

Investment Checklist

EquityFocused Fund

Large-size FundAssets Under Mgmt: ₹ 14,155 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.81	56.51	1.94

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.41	49.20	2.05

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from
EquityFocused Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Axis Focused Fund	33.23%	5.48%	15.13%
SBI Focused Equity Fund	30.43%	11.64%	16.45%
HDFC Focused 30 Fund	45.94%	25.60%	16.64%
Franklin India Focused Equity Fund	37.18%	17.74%	19.36%

Price Comparison

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Axis Focused Fund

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AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

No.of Schemes
67
Total AUM
₹ 3,17,906.68 Cr.

Fund Manager Profile

Sachin Relekar

AUM: ₹28,896.61 Cr.

Exp: —

Hitesh Das

AUM: ₹56,206.24 Cr.

Exp: 6yrs

Krishnaa N

AUM: ₹1,45,652.06 Cr.

Exp: —

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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