3 Year return

8.96%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹13341.11 Cr.

Expense Ratio

0.79% (inclusive of GST)

Exit Load

If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Ratings

ARQ Rating
2.5

Ratings by other agencies

3
1
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Axis Mutual Fund Managers

JG

Jinesh Gopani

Fund Manager since Jan 2020

View Details

Fund House Details

Axis Mutual Fund

Axis Mutual Fund Asset management company

AUM ₹275,166.00 Cr.
No. of Schemes 248
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

About Axis Focused 25 Fund Direct Plan-Growth

The Axis Focused 25 Direct Plan-Growth is a focused mutual fund scheme offered by Axis Mutual Fund. It is a direct equity mutual fund that strategically invests in a handpicked portfolio of 25 high-potential Indian companies. The fund takes a bottom up selection process, that is focusses on potential for appreciation in individual stocks from a fundamental perspective. The expense ratio of this fund is low compared to its category average.

Investment Objective of the Scheme

The investment objective of Axis Focused 25 Fund Direct Plan is to foster long-term capital growth by investing in a concentrated portfolio of equity and equity-related instruments. The portfolio encompasses up to 25 companies, mainly those ranking in the top in terms of market capitalisation. This strategic allocation aims to tap into the growth potential of these market leaders, thus enhancing overall returns.

Key Features of The Fund

5-year return 14.04%
Expense Ratio 0.79%
Fund Manager Jinesh Gopani
Fund Size ₹13341.11 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund is an attractive choice for investors seeking a safe and reliable investment avenue. It aims to offer stable returns with minimal risk, as it allocates resources to companies with robust fundamentals. Therefore, it provides an excellent opportunity to participate in the growth potential of such companies while keeping the risk relatively low. However, these investors must be cognisant of the possibility of moderate to high risks in their investments, even during periods when the overall market is faring well. If you are a risk-tolerant investor with an eye for strategic selection, the Axis Focused 25 Direct Plan-Growth could align well with your financial portfolio.

AMC Contact Details

Name Axis Mutual Fund
Launch Date January 2009
Addresss Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact 8108622211
Email customerservice@axismf.com
Website https://www.axismf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Axis Focused 25 Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Focused 25 Fund Jun 21 2024 is 58.89

What is the AUM of Axis Focused 25 Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Focused 25 Fund is 13341.11 crore.

What is the expense ratio of Axis Focused 25 Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Axis Focused 25 Fund is 0.79%

What are the returns of Axis Focused 25 Fund since inception?

The Axis Focused 25 Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 15.16 since inception.

What is the minimum SIP amount to invest in Axis Focused 25 Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Focused 25 Fund is 100.

How do I invest in Axis Focused 25 Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Axis Focused 25 Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Axis Focused 25 Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Axis Focused 25 Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.