Fund Overview

Axis Focused Fund

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Scheme Type: Equity

Fund Manager:
Mr. Sachin Relekar + 1
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NAV as on Oct 03, 2025
₹ 63.05
CAGR
-1.41 %
AUM as on 31 Aug 2025(in Cr.)
₹ 12,286.29
Updated as on: August 31, 2025
Risk
Risk
Very High
An Open-ended Equity Scheme investing in maximum 30 stocks across large cap, mid cap and small cap companies

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.

Benefits of

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.

Fund Manager

Fund Manager
Mr. Sachin Relekar
Managing this fund since 01th Feb 2024
18
Years
Work Experience
See all schemes managed by Sachin Relekar
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Fund Manager
Ms. Krishnaa N
Managing this fund since 01th Mar 2024
6
Years
Work Experience
See all schemes managed by Krishnaa N
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Entry Load

NA

Exit Load

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.
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
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Riskometer
Axis Focused Fund
The risk of the scheme is Very High
Riskometer
NIFTY 500 TRI
The risk of the benchmark is Very High
Minimum Investment Amount
  • Lumpsum Investment :
     ₹ 100
  • Additional Investment :
     ₹ 100
  • Systematic Investment :
     ₹ 100

Investment Packs

FAQs on Axis Focused Fund

Axis Focused 25 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 25 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 25 Fund.

Investing in Axis Focused 25 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 25 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 25 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 25 Fund.

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 25 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 25 Fund may invest in large, mid, and small stocks that have growth potential and can offer long term earnings to investors.

Here are some of the primary benefits of investing in Axis Focused 25 Fund:

  • Axis Focused 25 Fund is a scheme that invests in a concentrated portfolio of high conviction ideas (up to 25).
  • Axis Focused 25 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 25 Fund offers the benefit of higher exposure to the best ideas, the portfolio is well diversified across sectors to manage risk.
  • Axis Focused 25 Fund invests in equity, which, as an asset class holds the potential to beat inflation and generate long term wealth.
  • Axis Focused 25 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.

Axis Focused 25 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.