Name: Axis Focused 25 Fund IDCW
Brand: Axis Mutual Fund
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Axis Focused 25 Fund IDCW
Equity
Focused
Very High Risk
46.53%
1Y return
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹21.89
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%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.5%12.8%16.7%17.1%
Category average52.1%14.5%14.5%NA
Rank with in category31205NA
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 consCategory: Equity Focused
Pros5Y Returns are higher than the category average returns
ConsHigher expense ratio - 1.83%
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 1.83%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementJinesh Gopani
Jun 2016 - Present
View Details
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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
Axis Long Term Equity Fund IDCW
Axis Long Term Equity Fund Growth
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Long Term Equity Direct Plan IDCW
Axis Long Term Equity Direct Plan Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth
Axis Growth Opportunities Fund Direct IDCW
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Regular IDCW
Axis Growth Opportunities Fund Regular Growth
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
Hitesh Das
Nov 2020 - Present
View Details
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Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes
Axis Bluechip Fund Growth
Axis Bluechip Fund IDCW
Axis Midcap Fund Growth
Axis Midcap Fund IDCW
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Bluechip Fund Direct Plan Growth
Axis Bluechip Fund Direct Plan IDCW
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Midcap Direct Plan IDCW
Axis Midcap Direct Plan Growth
Axis Small Cap Fund Regular Growth
Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Regular IDCW
Axis Small Cap Fund Direct Growth
Axis Flexi Cap Fund Direct Growth
Axis Flexi Cap Fund Direct IDCW
Axis Flexi Cap Fund Regular Growth
Axis Flexi Cap Fund Regular IDCW
Axis Growth Opportunities Fund Direct IDCW
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Regular IDCW
Axis Growth Opportunities Fund Regular Growth
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
Axis Global Equity Alpha Fund of Fund Direct Growth
Axis Global Equity Alpha Fund of Fund Regular Growth
Axis Global Equity Alpha Fund of Fund Direct IDCW
Axis Global Equity Alpha Fund of Fund Regular IDCW
Fund house & investment objective
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Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM1,94,434.19 Cr
Date of Incorporation04 Sep 2009
Axis Focused 25 Fund IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Jin
Axis Focused 25 Fund IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 29 Jul 2021 is ₹21.89.
The Axis Focused 25 Fund IDCW 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...Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 c
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.
...Read more
Fund benchmarkNIFTY 50 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	46.5%	12.8%	16.7%	17.1%
Category average	52.1%	14.5%	14.5%	NA
Rank with in category	31	20	5	NA
Name	Sector	Instrument	Assets
Bajaj Finance Ltd.	Financial	Equity	9.9%
Tata Consultancy Services Ltd.	Technology	Equity	8.5%
Avenue Supermarts Ltd.	Services	Equity	7.4%
Info Edge (India) Ltd.	Services	Equity	6.9%
Pidilite Industries Ltd.	Chemicals	Equity	6.2%
Kotak Mahindra Bank Ltd.	Financial	Equity	5.7%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.7%
Divi's Laboratories Ltd.	Healthcare	Equity	5.3%
Supreme Industries Ltd.	Chemicals	Equity	5.0%
Maruti Suzuki India Ltd.	Automobile	Equity	4.5%
Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹5,000
Rating	4
Fund Size	₹17,336.06 Cr