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Home>Mutual Funds>Axis Mutual Fund>Axis Focused 25 Direct Plan IDCW

Axis Focused 25 Direct Plan IDCW

Equity
Focused
Very High Risk
Payout
26.57%
3Y annualised
+1.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct 2021₹42.71
Min. SIP amount₹500
Rating4star
Fund size₹20,333.87 Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns62.2%26.6%20.5%18.8%
Category average52.1%14.5%14.5%NA
Rank with in category32114NA
Understand termsinfo

Holdings (35)

NameSectorInstrumentAssets
FinancialEquity10.1%
ServicesEquity8.5%
TechnologyEquity8.2%
ServicesEquity8.0%
ChemicalsEquity6.0%
Divi's Laboratories Ltd.
HealthcareEquity5.5%
FinancialEquity5.1%
FinancialEquity5.1%
FinancialEquity4.0%
EnergyEquity3.7%
See All

Pros and cons

info
Category: Equity Focused
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 3.22 The fund has generated returns higher than benchmark - NIFTY 50 TRI - in the last 3Y
Lower expense ratio: 0.59%
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Cons

Higher AUM: 20333Cr. Funds with a higher AUM tend to have lower returns in the future

Expense ratio, exit load and tax

Expense ratio: 0.59%

Inclusive of GST

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹100
Min. for SIP₹500

Fund management

Jinesh Gopani
Jun 2016 - Present
View details
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Hitesh Das
Nov 2020 - Present
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Fund house & investment objective

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Fund house contact details

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