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Axis Focused 25 Direct Plan Growth+0.92%

23.02%
1 Year Return
Equity
Focused
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Focused 25 Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.63%
NAV₹41.84 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size14,358 Cr

Fund Overview

Quick overview of Axis Focused 25 Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
23.0%
12.9%
20.2%
17.0%
Category Average
18.5%
7.2%
14.3%
-
Rank Within Category
16
7
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 23.0% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
Bajaj Finance Ltd.FinancialEquity10.3%
Tata Consultancy Services Ltd.TechnologyEquity8.4%
Kotak Mahindra Bank Ltd.FinancialEquity8.2%
HDFC Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity6.6%
Housing Development Finance Corpn. Ltd.FinancialEquity5.8%
Avenue Supermarts Ltd.ServicesEquity5.7%
Maruti Suzuki India Ltd.AutomobileEquity5.4%
Info Edge (India) Ltd.ServicesEquity5.3%
Divi's Laboratories Ltd.HealthcareEquity5.0%
See All

Fund Managers

Jinesh Gopani
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Hitesh Das
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Axis Focused 25 Direct Plan Growth Details

Axis Focused 25 Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹14,358 Cr and the Latest NAV as of 20 Jan 2021 is ₹41.84.

The Axis Focused 25 Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹100
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Exit Load

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About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
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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