Axis Focused 25 Fund Growth+0.52%

12.79%
1 Year Return
Equity
Focused
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Focused 25 Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.01%
NAV34.49 (27 Nov 2020)
Fund Started29 Jun 2012
Fund Size11,895 Cr

Fund Overview

Quick overview of Axis Focused 25 Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.8%
10.7%
14.8%
15.6%
Category Average
8.6%
5.0%
9.6%
-
Rank Within Category
9
6
1
-
*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
    0
    with 12.8% annual returns

    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
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 2.02%

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity9.7%
    Tata Consultancy Services Ltd.TechnologyEquity9.0%
    Kotak Mahindra Bank Ltd.FinancialEquity8.6%
    HDFC Bank Ltd.FinancialEquity6.8%
    Reliance Industries Ltd.EnergyEquity6.6%
    Avenue Supermarts Ltd.ServicesEquity6.1%
    Maruti Suzuki India Ltd.AutomobileEquity5.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.6%
    Divi's Laboratories Ltd.HealthcareEquity5.5%
    Pidilite Industries Ltd.ChemicalsEquity5.5%
    See All

    Fund Managers

    Jinesh Gopani
    keyboard_arrow_down

    Axis Focused 25 Fund Growth Details

    Axis Focused 25 Fund Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 29 Jun 2012. Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,895 Cr and the Latest NAV as of 27 Nov 2020 is ₹34.49.

    The Axis Focused 25 Fund 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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