Axis Focused 25 Fund-Reg(IDCW)

24.54 -0.08 (-0.32%) NAV as on 20-Sep-21
Fund Family:Axis Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return15.5923.8958.6117.3218.4718.15
Category Avg12.6920.7255.1316.0718.4720.90
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX11.7417.3150.5716.3615.45-
NIFTY10.9317.9951.2115.6914.67-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20219.83NANA0.73
202015.468.1627.36-23.95
20195.462.564.891.08
20188.90-2.510.43-5.62
20178.286.589.1815.22
20168.737.64-7.22-3.74

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202020.9662914.9
201914.6872612.02
20180.633233.15
201745.1622128.65
20164.5310173.01

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)29.6130-Oct-1461.8324.4118.8117.44
SBI Focused Equity Fund-Reg(G)238.9612-Oct-0461.5420.1917.820.66
Principal Focused Multicap Fund(G)107.3417-Nov-0559.5919.8216.4216.33
Axis Focused 25 Fund-Reg(G)47.3505-Jul-1258.5718.219.0118.44
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.9942
Semi Standard Deviation [%]0.6221
Beta [%]0.8854
Sharp Ratio [%]0.9369
R-Square [%]0.9194
Expense Ratio [%]1.8600
AVG Ratio [%]0.1693
Other Ratios
Jenson Ratio [%]0.0432
Treynor Ratio [%]0.2072
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0925
SORTINO Ratio [%]0.2546

Return Calculator

MARKET STATS As on 21/09/2021 As on 21/09/2021

17507.30 (0.63) 58866.61 (0.64)

TOP GAINERS

Company Price Change Gain (%)
Hindustan Composites358.5552.9517.33
Amrutanjan Healthcar867.4094.4512.22

TOP LOSERS

Company Price Change Loss (%)
Libas Consumer Prod52.65-7.30-12.18
Shradha Infraproject53.55-5.00-8.54

Portfolio Comparison

MUTUAL FUND ACTIVITY