Fund Details
Axis Focused 25 Direct Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.63% |
| NAV | ₹41.84 (20 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹14,358 Cr |
Fund Overview
Returns
Comparison
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
1. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 10.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 8.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 8.2% |
| HDFC Bank Ltd. | Financial | Equity | 7.4% |
| Reliance Industries Ltd. | Energy | Equity | 6.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.8% |
| Avenue Supermarts Ltd. | Services | Equity | 5.7% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.4% |
| Info Edge (India) Ltd. | Services | Equity | 5.3% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 5.0% |
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 ₹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.
