Axis Focused Direct Plan Growth

Axis Focused Direct Plan Growth

+11.78%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹56.51
Min. for SIP
₹100
Fund size
₹11,305.13 Cr
Expense ratio
0.82%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹54,951
-8.42%
3 years₹1,80,000₹1,82,138
+1.19%
5 years₹3,00,000₹3,28,042
+9.35%
10 years₹6,00,000₹9,58,021
+59.67%

Holdings (26)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity9.22%
HDFC Bank Ltd.FinancialEquity6.46%
Eternal Ltd.ServicesEquity5.13%
Divi's Laboratories Ltd.HealthcareEquity5.04%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity4.90%
Apollo Hospitals Enterprise Ltd.HealthcareEquity4.62%
Bharti Airtel Ltd.CommunicationEquity4.37%
Pidilite Industries Ltd.ChemicalsEquity3.87%
Torrent Power Ltd.EnergyEquity3.73%
Bajaj Finance Ltd.FinancialEquity3.65%
Infosys Ltd.TechnologyEquity3.42%
Mahindra & Mahindra Ltd.AutomobileEquity3.22%
PB Fintech Ltd.ServicesEquity3.13%
Interglobe Aviation Ltd.ServicesEquity2.93%
Apar Industries Ltd.Consumer StaplesEquity2.80%
Prestige Estates Projects Ltd.ConstructionEquity2.78%
Cummins India Ltd.Capital GoodsEquity2.60%
Reliance Industries Ltd.EnergyEquity2.41%
Hindustan Aeronautics Ltd.Capital GoodsEquity2.26%
State Bank of IndiaFinancialEquity2.25%
Mankind Pharma Ltd.HealthcareEquity2.23%
Hyundai Motor India Ltd.AutomobileEquity2.20%
United Spirits Ltd.Consumer StaplesEquity1.68%
Axis Bank Ltd.FinancialEquity1.38%
Trent Ltd.ServicesEquity1.18%
Titan Company Ltd.Consumer DiscretionaryEquity1.09%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.8%+6.2%+12.7%+12.6%
Category average (Equity Flexi Cap)+16.0%+15.6%+13.5%--
Rank (Equity Flexi Cap)625330--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

SR
Sachin Relekar
Feb 2024 - Present
View details

Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience
Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

About Axis Focused Direct Plan Growth

Axis Focused Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Sachin Relekar is the Current Fund Manager of Axis Focused Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 20 Mar 2026 is ₹56.51. The Axis Focused Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,