Why Invest in Equity Funds?
Overview
Benefits
The scheme invests in a concentrated portfolio of high conviction ideas (up to 25).
Focus on companies that has the capability to sail through their business cycles without being affected by short term market volatility.
While this fund offers the benefit of higher exposure to the best ideas, portfolio is well diversified across sectors to manage risk.
Asset Class benefit- Equity as an asset class holds potential to beat inflation and generate long term wealth.
Target Goals- Long-term goals such as children's education & their future, retirement or any other long term growth that needs wealth creation plan.
Investment Objective
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10% of investments | Nil |
| For remaining investments | 1% |
| If redeemed / switched - out after 12 months | |
| From the date of allotment | Nil |
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term
- Investment in a concentrated portfolio of equity & equity related instruments of up to 30 companies
Fund Manager
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Focused Fund - Direct Growth as of February 28, 2026
| NIFTY 500 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | Nifty 500 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | Nifty 500 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2013-01-01 | 13.41% | 13.97% | 12.93% | 52,410 | 55,913 | 49,594 |
| 5 Years | 8.12% | 14.86% | 12.93% | 14,782 | 20,006 | 18,379 |
| 3 Years | 13.56% | 17.97% | 14.64% | 14,644 | 16,420 | 15,066 |
| 1 Year | 11.90% | 17.68% | 15.12% | 11,186 | 11,762 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 28 Jun 2012 | 16,50,000 | 37,51,025.26 | 11.20% | 14.39% | 13.18% | 47,98,376.01 | 43,69,462.54 |
| 5 Years | 6,00,000 | 6,97,142.67 | 5.96% | 12.71% | 11.04% | 8,24,630.95 | 7,91,191.81 |
| 3 Years | 3,60,000 | 3,92,571.99 | 5.73% | 10.47% | 9.28% | 4,20,896.52 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,18,172.87 | -2.85% | 5.49% | 4.67% | 1,23,472.27 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| ICICI Bank Limited | 9.22 |
| HDFC Bank Limited | 6.46 |
| Eternal Limited | 5.13 |
| Divis Laboratories Limited | 5.04 |
| Cholamandalam Investment and Finance Company Ltd | 4.9 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2026-01-20 | Dividend | 2.83 | 2.83 | 33.68 | 30.85 |
| 2025-01-17 | Dividend | 2.91 | 2.91 | 35.53 | 32.62 |
| 2024-02-08 | Dividend | 3 | 3 | 34.97 | 31.97 |
Outlook
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Documents
Presentation
Leaflet
SID
KIM
Frequently asked questions
While an equity mutual fund has the leeway to decide how many stocks to invest in, focused funds can invest in up to 30 stocks. Axis Focused Fund builds its investment portfolio by investing in 25 stocks that have growth potential. The fund invests across market capitalization as there are no restrictions on that front. The AMC accumulates financial resources from investors sharing a common investment objective and invests this accumulated sum across market capitalization. In exchange, the investors receive units in accordance with the scheme’s existing Net Asset Value (NAV). The Axis Focused Fund may invest in large, mid, and small stocks that have growth potential and can offer long term earnings to investors.
Axis Focused Fund is an equity mutual fund that falls under the focused fund category. Focused funds are those equity mutual funds that target up to 30 stocks to build their investment portfolio. Here, the fund manager can only shuffle between 30 company stocks to help the scheme achieve its investment objective. Although the focused fund has a concentrated portfolio limiting to 30 stocks, the fund can invest across market capitalization.
Investing in Axis Focused Fund is a good option as this scheme aims to generate capital appreciation by picking the best 25 stocks. This fund is ideal for investors who wish to invest in a scheme that invests across market capitalization. Investing in Axis Focused Fund may allow investors to create wealth however, investors may need to have a long term investment horizon spanning over three years to five years minimum so that this equity fund can perform and deliver decent returns over in the long run. Also, only investors who carry a very high risk appetite should consider investing in Axis Focused Fund. Investors can target their life’s long term financial goals like buying their dream home, building a commendable retirement corpus, securing their child’s financial future, building a marriage corpus for their child, etc. by investing in Axis Focused Fund.
Axis Focused Fund is an open ended multi cap equity scheme which invests in a maximum of 25 stocks of large cap, mid cap, and small cap companies. Axis Focused Fund aims to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies. Investors with a very high risk appetite who are seeking capital appreciation over the long term with exposure to equity markets may consider investing in equity funds like Axis Focused Fund.
Here are some of the primary benefits of investing in Axis Focused Fund:Axis Focused Fund is a scheme that invests in a concentrated portfolio of high conviction ideas (up to 25).Axis Focused Fund focuses on companies that have the capability to sail through their business cycles without being affected by short term market volatility.While Axis Focused Fund offers the benefit of higher exposure to the best ideas, the portfolio is well diversified across sectors to manage risk.Axis Focused Fund invests in equity, which, as an asset class holds the potential to beat inflation and generate long term wealth.Axis Focused Fund can help investors achieve their life’s on long-term financial goals such as children’s education and their future, retirement, or any other long term growth that needs a wealth creation plan.
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