Axis Focused Direct Plan Growth

Axis Focused Direct Plan Growth

Equity
Flexi Cap
Very High Risk
+13.56%
3Y annualised
-0.94% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Feb '26
₹61.10
Min. for SIP
₹100
Fund size
₹11,381.80 Cr
Expense ratio
0.85%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,455
-0.91%
3 years₹1,80,000₹1,98,224
+10.12%
5 years₹3,00,000₹3,55,664
+18.55%
10 years₹6,00,000₹10,45,676
+74.28%

Holdings (29)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity9.69%
HDFC Bank Ltd.FinancialEquity7.12%
Eternal Ltd.ServicesEquity5.66%
Infosys Ltd.TechnologyEquity5.10%
Divi's Laboratories Ltd.HealthcareEquity4.73%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity4.69%
Bharti Airtel Ltd.CommunicationEquity4.55%
Apollo Hospitals Enterprise Ltd.HealthcareEquity4.09%
Pidilite Industries Ltd.ChemicalsEquity3.69%
Mahindra & Mahindra Ltd.AutomobileEquity3.53%
PB Fintech Ltd.ServicesEquity3.47%
Torrent Power Ltd.EnergyEquity3.28%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.28%
Bajaj Finance Ltd.FinancialEquity3.20%
Prestige Estates Projects Ltd.ConstructionEquity2.89%
Interglobe Aviation Ltd.ServicesEquity2.53%
Reliance Industries Ltd.EnergyEquity2.39%
Hyundai Motor India Ltd.AutomobileEquity2.21%
Mankind Pharma Ltd.HealthcareEquity2.09%
Cummins India Ltd.Capital GoodsEquity2.09%
Tata Consultancy Services Ltd.TechnologyEquity2.00%
Apar Industries Ltd.Consumer StaplesEquity1.99%
United Spirits Ltd.Consumer StaplesEquity1.65%
State Bank of IndiaFinancialEquity1.52%
Info Edge (India) Ltd.ServicesEquity1.50%
Trent Ltd.ServicesEquity1.14%
Titan Company Ltd.Consumer DiscretionaryEquity1.00%
Axis Bank Ltd.FinancialEquity0.94%
Cohance Lifesciences Ltd.HealthcareEquity0.44%
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+13.6%+8.1%+14.6%+13.4%
Category average (Equity Flexi Cap)+16.0%+15.6%+13.5%--
Rank (Equity Flexi Cap)675830--

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

Name1Y3YFund Size(Cr)
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
+19.55%+23.53%97,451.56
Invesco India Flexi Cap Fund Direct Growth
Invesco India Flexi Cap Fund Direct Growth
+15.32%+22.22%4,584.14
Parag Parikh Flexi Cap Fund Direct Growth
Parag Parikh Flexi Cap Fund Direct Growth
+10.14%+20.94%1,33,969.81
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+19.40%+20.16%5,317.76
Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth
+14.88%+20.11%19,528.04
Compare

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 ₹3,58,698 Cr and the Latest NAV as of 28 Feb 2026 is ₹61.10. 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₹3,58,698.01 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
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,