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

Axis Focused 25 Direct Plan IDCW

Equity
Focused
Very High Risk
49.62%
1Y return
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹37.33
Min. SIP Amount₹500
Rating4star
Fund Size₹17,336.06 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.6%14.4%18.2%17.5%
Category average52.1%14.5%14.5%NA
Rank with in category29194NA
Understand termsinfo

Holdings (25)

NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialEquity9.9%
Tata Consultancy Services Ltd.TechnologyEquity8.5%
Avenue Supermarts Ltd.ServicesEquity7.4%
Info Edge (India) Ltd.ServicesEquity6.9%
Pidilite Industries Ltd.ChemicalsEquity6.2%
Kotak Mahindra Bank Ltd.FinancialEquity5.7%
Housing Development Finance Corpn. Ltd.FinancialEquity5.7%
Divi's Laboratories Ltd.
HealthcareEquity5.3%
Supreme Industries Ltd.ChemicalsEquity5.0%
Maruti Suzuki India Ltd.AutomobileEquity4.5%
See All

Pros and cons

Category: Equity Focused

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.62%

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

Minimum investment amounts

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

Fund management

Jinesh Gopani
Jun 2016 - Present
View Details
keyboard_arrow_down
Hitesh Das
Nov 2020 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Axis Focused 25 Direct Plan IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India