Axis Focused Direct Plan IDCW

Equity
Flexi Cap
Very High Risk
Payout
4.37%
3Y annualised
-1.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Nov 2024₹36.89
Min. SIP amount₹100
Rating1
Fund size₹14,469.77Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.8%4.4%13.0%14.9%
Category average34.2%14.4%17.9%NA
Rank with in category676047NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
52.0%25.8%4,531.48
4
42.3%23.3%66,225.06
4
35.8%17.5%18,251.58
4
NANA2,354.86
4
NANA5,164.96

Holdings (27)

NameSectorInstrumentAssets
FinancialEquity7.32%
EnergyEquity7.28%
FinancialEquity6.23%
TechnologyEquity5.93%
ChemicalsEquity5.62%
CommunicationEquity5.21%
FinancialEquity5.14%
FinancialEquity4.74%
AutomobileEquity4.46%
ServicesEquity4.02%
HealthcareEquity3.92%
ServicesEquity3.50%
AutomobileEquity3.08%
ServicesEquity2.91%
ConstructionEquity2.87%
ServicesEquity2.86%
ServicesEquity2.76%
HealthcareEquity2.67%
Capital GoodsEquity2.64%
ChemicalsEquity2.27%
FinancialEquity2.08%
ConstructionEquity1.99%
ServicesEquity1.94%
AutomobileEquity1.77%
AutomobileEquity1.56%
DiversifiedEquity1.13%
Capital GoodsEquity0.88%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Lower expense ratio: 0.81%
10Y annualised returns higher than category average by 0.34%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.81%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (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%.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

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