Axis Focused 25 Fund Dividend+0.51%

5Groww
14.19%
1 Year Return
Equity
Focused
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Focused 25 Fund Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.02%
NAV18.49 (16 Oct 2019)
Fund Started29 Jun 2012
Fund Size8,384 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Focused 25 Fund Dividend
14.2%
13.6%
14.7%
15.9%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
16
1
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 14.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity10.0%
    HDFC Bank Ltd.FinancialEquity8.7%
    Kotak Mahindra Bank Ltd.FinancialEquity7.9%
    Bajaj Finserv Ltd.FinancialEquity7.6%
    Avenue Supermarts Ltd.ServicesEquity6.3%
    Pidilite Industries Ltd.ChemicalsEquity6.0%
    Tata Consultancy Services Ltd.TechnologyEquity5.8%
    Asian Paints Ltd.ChemicalsEquity5.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.0%
    Supreme Industries Ltd.ChemicalsEquity5.0%
    See All

    Other Details

    Axis Focused 25 Fund Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 29 Jun 2012. Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹8,384 Cr and the Latest NAV as of 16 Oct 2019 is ₹18.49.

    The Axis Focused 25 Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. 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

    To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

    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
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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