Fund Details
Axis Focused 25 Direct Plan Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.62% |
| NAV | ₹45.52 (21 Jun 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹16,540 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 1Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 9.7% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 8.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 8.2% |
| Avenue Supermarts Ltd. | Services | Equity | 6.9% |
| Pidilite Industries Ltd. | Chemicals | Equity | 6.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.2% |
| Info Edge (India) Ltd. | Services | Equity | 5.7% |
| HDFC Bank Ltd. | Financial | Equity | 5.4% |
| Supreme Industries Ltd. | Chemicals | Equity | 5.3% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 5.1% |
Fund Managers
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 ₹16,540 Cr and the Latest NAV as of 21 Jun 2021 is ₹45.52.
The Axis Focused 25 Direct Plan Growth is rated Very 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.
