Axis Focused

All Cap

Diversified

Equity

India Super Value

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Focused Fund Growth invests in high-quality Indian companies with strong fundamentals.

What This Strategy Does

Axis Focused Gr is an equity flexi-cap fund which captures India's broad-based earnings growth opportunity through a focused portfolio of quality businesses across financials, industrials, and consumer sectors, deploying capital to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

1.8% AnnuallyAlpha

+8.0% vs +9.2% benchmarkSince Inception

+8.2% vs +6.1% benchmark3Y Annualized

+1.4% vs +4.5% benchmark5Y Annualized

Axis Focused

Benchmark Index

Benchmark Performance Comparison

Axis Focused 25 Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation17.5%

Maximum Drawdown-18.0% | Oct 2024

Sharpe Ratio0.13

Beta0.95

Upside Capture96%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers a concentrated portfolio of India's highest-quality businesses across market cycles. This focused approach aims to capture the nation's most compelling growth opportunities through rigorous stock selection based on competitive advantages, capital efficiency, and valuation upside. The impact is the potential for superior risk-adjusted returns by investing in companies with durable moats and sustainable earnings trajectories.

Portfolio Holdings Overview

SectoralAllocation

Energy & Infra0.53%

Utilities1.82%

Consumers23.06%

Technology4.03%

Financial Services35.35%

Capital Goods20.65%

Services14.56%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services8.21%

Eternal LtdConsumers7.47%

Divi's Laboratories LtdServices6.17%

Cholamandalam Investment and Finance Co LtdFinancial Services5.40%

Bajaj Finance LtdFinancial Services5.40%

Apollo Hospitals Enterprise LtdServices5.20%

Apar Industries LtdCapital Goods4.69%

Clearing Corporation Of India LtdUtilities4.65%

TVS Motor Co LtdConsumers4.39%

State Bank of IndiaFinancial Services4.27%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Krishnaa N

Lead Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Sachin Relekar

Co-Portfolio Manager

Mr. Sachin Relekar has experience of 25 years. Manages 18 funds at Axis Asset Management Company Limited with an AUM of approximately ₹15,690 Cr Holds a MMS degree.

CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

27 years

Combined Team Experience

₹ 1,44,130 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.9%

Exit Load1%

Regulatory & Tax Information

INF846K01CH7

ISIN

DailyDealing Frequency

BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)