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Axis Focused Fund - NAV, Performance, Returns & Investment Details 2025

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Learn about Axis Focused Fund, its investment objective, current fund managers, AUM of ₹12,585 crore (Aug 2025), and performance. Get complete details about this concentrated equity fund.

Investment Objective and Approach

Axis Focused Fund aims to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies. However, the fund currently focuses on up to 25 companies, as indicated by its previous name "Axis Focused 25 Fund."

The fund follows a concentrated investment strategy where 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.

Key features of the investment approach:

- Concentrated Portfolio: Axis Focused 25 Fund is a scheme that invests in a concentrated portfolio of high conviction ideas (up to 25).

- Multi-cap Strategy: 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.

- Focus on Top Companies: 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 Managers

The Axis Focused Fund is currently managed by two experienced fund managers:

Sachin Relekar (Since January 2024):

- Sachin Relekar joined Axis Mutual Fund in January 2024 as a Senior Equity Fund Manager. With an extensive experience of over two decades, Sachin will be responsible for managing the Axis Focused 25 Fund and the Axis Flexi Cap Fund.

- Educational Background: 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.

- Previous Experience: Prior to joining Axis Mutual Fund, he was associated with Bandhan AMC (2020-2024) and LIC Mutual Fund (2012-2020). Prior to that, he was associated as a Research Analyst with Tata AMC (2007-2012).

Jinesh Gopani (Former Head of Equities):

- Jinesh Gopani has quit Axis Mutual Fund (MF) as its Head of Equities after a 14-year long stint with the fund house. Gopani will be starting his own venture in the asset management space.

- Jinesh Gopani has a combined experience of 13 years in capital markets. An MMS in Finance from Mumbai University, he has been the Fund Manager of Equities at Axis Asset Management Company Ltd. since 2011.

About the Fund House (AMC)

Axis Mutual Fund is the asset management arm of Axis Bank, one of India's leading private sector banks. Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

The fund house operates with a clear philosophy focused on building long-term investor relationships. Play a serious and credible role in investor's money basket. Encourage investors to build a long-term perspective of the mutual fund category · Leverage the equity of the 'Axis' brand Aim at building relationships rather than being transactional.

Key fund statistics (as of August 2025):

- Fund Launch Date: This scheme was made available to investors on 04 Sep 2009.

- Current AUM: The fund currently has an Asset Under Management(AUM) of ₹3,39,576 Cr (overall Axis Mutual Fund), with the Focused Fund having ₹12585 Cr worth of assets under management (AUM) as on Aug 2025

- Minimum Investment: Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.

Should I Invest in Axis Focused Fund?

Axis Focused Fund is suitable for specific types of investors based on its concentrated investment approach and risk profile.

Who should consider this fund:

- 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.

- This fund is ideal for investors who wish to invest in a scheme that invests across market capitalization.

- If you are a risk-tolerant investor with an eye for strategic selection, the Axis Focused 25 Direct Plan-Growth could align well with your financial portfolio.

Investment horizon and expectations:

- 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

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Important considerations:

- They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

- Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Recent performance highlights:

- Axis Focused Fund Direct Growth has given a CAGR return of 14.34% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.19%, 10.68% and 14.06% respectively.

FAQs

What is today's NAV of Axis Focused Fund?

The NAV changes daily. You can check the current NAV on Allvest's platform or the fund house website for the most recent price.

What is the AUM of Axis Focused Fund?

Axis Focused Fund Direct Growth has ₹12585 Cr worth of assets under management (AUM) as on Aug 2025.

What is the expense ratio of Axis Focused Fund?

The fund has an expense ratio 0.8 to 0.83%, which covers management fees and administrative costs.

What are the returns of Axis Focused Fund since inception?

The fund has delivered a CAGR of 14.46 since inception as per Angel One data, launched in 2013.

What is the minimum SIP amount to invest in Axis Focused Fund?

Minimum SIP Investment is set to ₹100 making it accessible for small investors to start their investment journey.

How do I invest in Axis Focused Fund?

You can invest through Allvest's platform by selecting the fund, choosing SIP or lump sum, entering the amount, and setting up payment methods.

How to start a SIP in Axis Focused Fund?

Log into Allvest, search for Axis Focused Fund, select SIP option, choose amount and date, then complete the payment setup.

How do I automate an SIP in Axis Focused Fund?

Set up auto-debit through bank mandate or UPI on Allvest platform. The SIP will automatically deduct the chosen amount on your selected date.

How can I withdraw/redeem my investment in Axis Focused Fund?

You can redeem through Allvest platform anytime. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.