3 Year return

6.24%
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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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹14155.62 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.

Ratings

ARQ Rating
2.5

Ratings by other agencies

3
1
3

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

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 ₹313,387.24 Cr.
No. of Schemes 260
Setup Date January 2009

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

HDFC Focused 30 Fund

27.52%

3.5

ICICI Prudential Focused Equity Fund

23.02%

3.5

Quant Focused Fund

22.11%

3

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

About the Axis Focused 25 Fund Direct Plan IDCW Payout

The Axis Focused 25 Fund Direct Plan IDCW Payout is an open-ended equity mutual fund scheme that invests in a diversified portfolio of 25 large-cap stocks. The fund aims to generate long-term capital growth for its investors and offers the option of receiving regular income in the form of dividends. It is a direct plan, which means that you do not have to pay any commission to a distributor.

Investment Objectives of the Scheme

The investment objective of the Axis Focused 25 Fund Direct Plan IDCW Payout is to generate long-term capital growth by investing in a diversified portfolio of large-cap equity securities. The fund may invest in a mix of 25 large-cap stocks. The fund's asset allocation will be reviewed and adjusted on a regular basis to ensure that it is aligned with its investment objective.

Key Features of The Fund

5-year return 15.14%
Expense Ratio 0.81%
Fund Manager Jinesh Gopani
Fund Size ₹14155.62 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Axis Focused 25 Fund Direct Plan IDCW Payout is a good option for investors who are looking for long-term capital growth and who want to receive regular income in the form of dividends. The fund is suitable for investors who have a time horizon of at least 5 years.

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 Fund Direct Plan IDCW Payout?

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 Fund Direct Plan IDCW Payout Oct 04 2024 is 38.57

What is the AUM of Axis Focused Fund Direct Plan IDCW Payout?

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 Fund Direct Plan IDCW Payout is 14155.62 crore.

What is the expense ratio of Axis Focused Fund Direct Plan IDCW Payout?

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 Fund Direct Plan IDCW Payout is 0.81%

What are the returns of Axis Focused Fund Direct Plan IDCW Payout since inception?

The Axis Focused Fund Direct Plan IDCW Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 15.27 since inception.

What is the minimum SIP amount to invest in Axis Focused Fund Direct Plan IDCW Payout?

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 Fund Direct Plan IDCW Payout is 100.

How do I invest in Axis Focused Fund Direct Plan IDCW Payout?

  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 Fund Direct Plan IDCW Payout?

  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 Fund Direct Plan IDCW Payout?

  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 Fund Direct Plan IDCW Payout?

  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.