Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.79 | 51.76 | 2.16 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 48.26 | 2.33 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Focused Fund(IDCW) | 22.09% | -1.58% | 10.72% |
SBI Focused Equity Fund(IDCW-Payout) | 30.54% | 14.62% | 13.95% |
HDFC Focused 30 Fund(IDCW) | 34.43% | 19.15% | 5.22% |
Franklin India Focused Equity Fund(IDCW) | 29.48% | 10.17% | 11.32% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Debt
Others
Holdings
7.94 %
Holdings
7.18 %
Holdings
6.26 %
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
65
Total AUM
₹ 2,99,432.13 Cr.
Sachin Relekar
AUM: ₹28,127.12 Cr.
|
Exp: —
Hitesh Das
AUM: ₹49,171.84 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,35,853.68 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Top mutual funds | Best mutual funds for 2022 in India | Best mutual funds for sip
2 years ago•Invest with S K Singh
Candlesticks Patterns History | Candlesticks Patterns Importance | Candlesticks Charts Benefits
2 years ago•Invest with S.K. Singh
S K Singh
2 years ago•Invest with S K Singh
PGIM India Midcap Opportunities Fund vs Quant Mid Cap Fund|Mutual Fund comparison Best Mid Cap funds
2 years ago•Invest with S K Singh
SBI Technology Opportunities Fund vs Tata Digital India Fund|Mutual Funds comparison technology sec.
2 years ago•Invest with S.K. Singh
Aditya Birla Sun Life Digital India Fund vs Tata Digital India Fund|Mutual Funds comparison.
2 years ago•Invest with S.K. Singh
Tata Digital India Fund vs. ICICI Prudential Technology Fund | Mutual Fund comparison tech. sector
2 years ago•Invest with S.K. Singh
How to trim your portfolio? Over diversification in Mutual Funds | What is the Right No. of funds?
2 years ago•Invest with S.K. Singh
How to invest in market crash?What to do when in market crash? US-Mutual funds| Global Funds returns
2 years ago•Invest with S.K. Singh
NYSE FANG+ Funds vs NASDAQ-100 Funds | Mutual Fund Comparison
2 years ago•Invest with S.K. Singh
Returns
Other Funds in the same category are generating better returns