Axis Focused 25 Direct Plan Growth

Equity
Focused
Very High Risk
15.66%
3Y annualised
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Mar 2023₹40.38
Min. SIP amount₹100
Rating2
Fund size₹15,139.75Cr

Return calculator

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

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-14.7%15.7%8.6%12.8%
Category average-1.5%24.7%9.8%NA
Rank with in category664929NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialEquity9.4%
Tata Consultancy Services Ltd.TechnologyEquity8.5%
Avenue Supermarts Ltd.ServicesEquity8.3%
Pidilite Industries Ltd.ChemicalsEquity7.3%
Kotak Mahindra Bank Ltd.FinancialEquity6.9%
Info Edge (India) Ltd.ServicesEquity5.1%
Housing Development Finance Corporation Ltd.FinancialEquity5.0%
Shree Cement Ltd.ConstructionEquity4.7%
LTIMindtree Ltd.TechnologyEquity3.8%
Divi's Laboratories Ltd.HealthcareEquity3.8%
See All

Pros and cons

Category: Equity Focused

Pros

Cons

Lower expense ratio: 0.69%
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.69%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Jinesh Gopani
Jun 2016 - Present
View details

Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Also manages these schemes

Vinayak Jayanath
Jan 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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