To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Focused Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.15% | -3.02% | 2.15% | -1.33% | -7.26% | -2.34% | 7.67% | 6.67% | 1.2% | 10.1% | 12.3% |
| Category returns | -3.76% | -3.74% | 0.4% | -1.48% | -2.88% | -1.38% | 10.16% | 11.27% | 8.05% | 11.97% | N/A |
| Absolute returns | -6.15% | -3.02% | 2.15% | -1.33% | -7.26% | -4.64% | 24.84% | 29.48% | 6.15% | 161.74% | 426.2% |
| Rank within category | 28/28 | 12/28 | 11/28 | 12/28 | 20/28 | 18/28 | 21/27 | 26/26 | 25/25 | 14/14 | N/A |
| Focused Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 4.56% | 45.15% | 0.64% | 14.65% | 21.01% | 24% | -14.5% | 17.24% | 14.79% | 2.49% | -3.29% |
| Q1 returns | -3.7% | 15.25% | -5.63% | 1.04% | -23.93% | 0.73% | -6.57% | -7.55% | 6.16% | -3.84% | -13.73% |
| Q2 returns | 8.69% | 8.27% | 8.95% | 5.5% | 15.48% | 9.85% | -15.38% | 15.05% | 6.15% | 10.3% | 14.34% |
| Q3 returns | 7.67% | 6.55% | -2.55% | 2.59% | 8.18% | 14.91% | 10.72% | 0.43% | 9.88% | -3.82% | -1.08% |
| Q4 returns | -7.23% | 9.18% | 0.45% | 4.84% | 27.34% | -2.47% | -2.33% | 9.75% | -7.3% | 0.46% | -0.89% |
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | -0.0931448 |
| Beta | 0.935 |
| Sharpe Ratio | 0.059036 |
| Sortino Ratio | 0.107652 |
| R-Squared | 0.8384 |
| Tracking Error | 1.643 |
| Downside Risk | 21.4865 |
| Std. Deviation (Annualised) | 14.0789 |
| Focused Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Focused Fund - Regular Plan - Growth | -2.74% | -1.66% | 8.11% | 8.94% | -0.56% | 18.05% | 11.58% | N/A | 18.8% | 6,228.50 | 1.94 | 0.22 | Very High |
| ICICI Prudential Focused Fund - Growth | -2.79% | -5.66% | -2.52% | -6.47% | -4.88% | 14.64% | 12.09% | 13.49% | 13.5% | 17,167.60 | 2.15 | 0.19 | Very High |
| SBI Focused Fund - Regular Plan - Growth | -2.31% | -1.49% | 2.79% | 3.04% | 5.85% | 13.54% | 9.31% | 13.91% | 18.06% | 50,180.30 | 1.60 | 0.20 | Very High |
| HDFC Focused Fund - Regular Plan - Growth | -2% | -3.79% | -1.32% | -5.18% | -5.85% | 13.32% | 13.89% | 12.99% | 15.14% | 26,552.90 | 1.70 | 0.18 | Very High |
| Bandhan Focused Fund - Regular Plan - Growth | -3.42% | -0.79% | 0.43% | 2.13% | -1.05% | 13.25% | 9.27% | 12.01% | 11.12% | 2,086.88 | 2.24 | 0.16 | Very High |
| ITI Focused Fund - Regular Plan - Growth | -5.42% | -6.41% | -3.21% | -2.9% | -1.64% | 13% | N/A | N/A | 13.54% | 607.36 | 2.59 | 0.18 | Very High |
| Motilal Oswal Focused Fund - Regular Plan - Growth | -2.14% | 6.18% | 18.68% | 21.57% | 20.16% | 12.62% | 8.84% | 11.65% | 13.14% | 1,845.11 | 2.72 | 0.14 | Very High |
| Kotak Focused Fund - Regular Plan - Growth | -3.94% | -5.93% | -2.15% | -3.7% | -2.96% | 11.97% | 8.58% | N/A | 13.96% | 4,273.21 | 2.05 | 0.15 | Very High |
| HSBC Focused Fund - Regular Plan - Growth | -4.95% | -2.44% | 1.19% | 1.2% | 0.59% | 11.74% | 8.58% | N/A | 16.4% | 1,750.52 | 2.26 | 0.15 | Very High |
| Axis Focused Fund - Regular Plan - Growth Current | -6.15% | -3.02% | 2.15% | -1.33% | -7.26% | 7.67% | 1.2% | 10.1% | 12.3% | 10,476.40 | 1.91 | 0.06 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 8.13% |
| Eternal Ltd. | Retailing | Domestic Equities | 7.85% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 6.50% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 6.24% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 5.34% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 5.14% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 5.06% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 4.90% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 4.53% |
| State Bank Of India | Banks | Domestic Equities | 4.22% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 3.56% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 3.43% |
| Axis Bank Ltd. | Banks | Domestic Equities | 3.24% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 3.20% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 2.91% |
| 91 Days Tbill (MD 31/12/2026) | Treasury Bills | 2.82% | |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 2.69% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.60% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.59% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 2.32% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 2.32% |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.15% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 2.15% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 2.08% |
| United Spirits Ltd. | Beverages | Domestic Equities | 2.06% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.67% |
| Torrent Power Ltd. | Power | Domestic Equities | 1.51% |
| Kaynes Technology India Ltd. | Industrial Manufacturing | Domestic Equities | 0.99% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.66% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -2.88% | |
| Total | 100.00% | ||
Mr. Relekar holds an MMS(Finance) degree from Jamnalal Bajaj Institute of Management Studies ,Mumbai, and a BE (Mechanical) degree from K.E.S. College of Engineering, Islampur.Prior to this he worked with Tata AMC from September 07 to December 12. He has also worked as an Equity Research Analyst with CD Equity Search, in strategy consulting for Innovision Consulting, and in Business Development for Tech Pacific India.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
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