3 Year return
5.15%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹14469.77 Cr.
Expense Ratio
0.81% (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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Axis Mutual Fund Managers
JG
Jinesh Gopani
Fund Manager since Jan 2020
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Focused 30 Fund |
25.36% |
3.5 |
ICICI Prudential Focused Equity Fund |
21.47% |
3.5 |
Quant Focused Fund |
21.14% |
3 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
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 | 13.07% |
Expense Ratio | 0.81% |
Fund Manager | Jinesh Gopani |
Fund Size | ₹14469.77 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 |
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.
Enhance the Creation of Long-Term Wealth With SIPs
FAQs
What is today's NAV of Axis Focused 25 Fund?
What is the AUM of Axis Focused 25 Fund?
What is the expense ratio of Axis Focused 25 Fund?
What are the returns of Axis Focused 25 Fund since inception?
What is the minimum SIP amount to invest in Axis Focused 25 Fund?
How do I invest in Axis Focused 25 Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Focused 25 Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Focused 25 Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Focused 25 Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.