Axis Focused Fund - Regular Plan - Growth Option
Equity
Focused
Axis Focused Fund Returns
NAV: ₹51.87
As of 2026-10-21
-0.66%
1yr
9.21%
3yr
3.37%
5yr
All
Axis Focused Fund Return Calculator
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Axis Focused Fund Overview
About Axis Focused Fund - Regular Plan - Growth Option
The Axis Focused Fund - Regular Plan - Growth Option , a Focused multi-cap fund Open Ended Mutual Funds from Axis Asset Management Company Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Axis Focused Fund - Regular Plan - Growth Option - Performance
The Axis Focused Fund - Regular Plan - Growth Option has set a great track record, delivering an impressive 1-year return of -0.66. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹11,424.21 Cr. and the latest NAV declared is 51.87 as on 2026-10-21.
Axis Focused Fund - Regular Plan - Growth Option - Investment Strategy
The Axis Focused Fund - Regular Plan - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Axis Focused Fund - Regular Plan - Growth Option - Fees and Expenses
The Axis Focused Fund - Regular Plan - Growth Option has an expense ratio of 1.48 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.
Axis Focused Fund - Regular Plan - Growth Option - SIP Planning
The Axis Focused Fund - Regular Plan - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Axis Focused Fund - Regular Plan - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Focused provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Focused Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹11,424
Expense Ratio
1.48%
Exit Load
1%
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.
Fund Analysis
About Axis Focused 25 Fund
Axis Focused 25 Fund is an open-ended equity scheme investing in a maximum of 25 stocks across market capitalizations i.e large-cap, midcap & smallcap.
Investment Objective
The investment objective of the scheme is to provide capital appreciation over the long term to investors by making investments in a diversified portfolio of equity & equity-related securities of up to 25 companies.
Benchmark
The Primary Benchmark of the scheme is NIFTY 50 TRI.
The Additional Benchmark is S&P BSE 200 TRI.
Investment Details
| Particulars | Minimum Amount |
| Minimum Application Amount | Rs.5,000 & in multiples of Rs.1 thereafter |
| Minimum Additional Investment | Rs.100 & in multiples of Rs.1 thereafter |
SIP Details
| Type | Minimum Amount | Minimum Installments |
| Monthly | Rs.500 & in multiples of Rs.1 thereafter | 6 |
| Annual | Rs.12,000 & in multiples of Rs.1 thereafter | 3 |
Loads
Entry Load: Nil
Exit Load:
If units are redeemed or switched out within 1 year then
- For first 10% units sold - Nil
- Units in excess of 10%- 1%
If units are redeemed or switched out after 1 year- Nil
Suitability
Axis Focused 25 Fund is suitable for investors with a moderately high-risk appetite & looking to invest for a period of 5 years & above.
Taxation:
As the fund predominantly invests in equity securities, Axis Focused 25 Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:
- If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1.25 lacs in a financial year is tax-free and above that, it is taxed at the rate of 12.5% without the benefit of indexation.
- If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 20%.
Axis Focused 25 Fund’s Asset Allocation
Under normal conditions, the pattern of asset allocation is as follows:
| Assets | Minimum indicative allocation (% of total assets) | Maximum indicative allocation (% of total assets) | Risk Profile |
| Equity & Equity related securities | 65 | 100 | High |
| Debt & money market instruments | 0 | 35 | Low to Moderate |
| REITs & InvITs | 0 | 10 | Moderate to High |
Who should invest?
Focused funds are those equity mutual funds that invest in a concentrated portfolio of equity & equity-related securities of companies with limited sectors rather than a diversified portfolio. These funds offer the benefits of diversification across market capitalizations through its multi-cap investments.
Investments in Axis Focused 25 Fund can be made by investors who want to invest in an equity portfolio with a focused approach. The focused equity portfolio helps generate higher returns over long periods through investments in bullish sectors.
Investors looking to invest in equity funds with a focused portfolio could consider investments in this fund. However, investments in these funds could carry higher risks than multi-cap funds because of their focused portfolio. A small allocation in this fund can be a good investment for an investor’s core equity portfolio.
Eligibility
The following people are eligible for investing in this scheme:
- Indian Resident Adults (single holder or on a joint basis)
- Hindu Undivided Family
- Partnership entities
- Limited Liability Partnership units
- Minor through parent or a legal guardian
- Sole Proprietor
- Corporates, PSUs & others.
- NRIs/POIs/OCIs
- Banks & Financial Institutions
- Religious & Charitable Trusts
- Defense & paramilitary units
- Foreign Portfolio Investors
- Pension/Provident/Gratuity Funds
- Trustee, AMCs or Sponsors
- Other schemes of Axis or other mutual funds
- Alternative Investment Funds
- Others
How to invest?
You can invest in Axis Focused 25 Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.
More Axis Mutual Funds:
Axis Bluechip Fund Regular Plan
Axis Long Term Equity Fund Growth
Axis Multicap Fund Regular Plan Growth
Axis Focused 25 Fund Growth
Axis Small Cap Fund Growth
Axis Liquid Fund Growth
Axis ESG Equity Fund Growth
Axis Midcap Fund Growth
Axis Focused Fund Holdings
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Axis Focused Fund AMC Details
Fund House
Axis Asset Management Company Ltd.
Fund Manager
Sachin Relekar
Launch Date
05-Jul-12
Email
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025
Website
SID
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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