Axis Focused 25 Fund Summary
Axis Focused 25 Fund was launched on 29th June 2012, is an open-ended equity scheme investing in maximum 25 stocks and investing in large cap, mid cap and small cap companies. The fund is best suited for Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for the possibility of moderate to high losses in their investments even though the overall market is performing better.
Portfolio Diversification (as on 30th June, 2020)
|Other domestic equity||0.21%|
|Oil & Gas||7.22%|
|Cement & Cement Products||5.32%|
Top 10 Holdings (as on 30th June, 2020)
|Kotak Mahindra Bank Ltd.||8.14%|
|HDFC Bank Ltd.||7.81%|
|Tata Consultancy Services Ltd.||7.56%|
|Bajaj Finance Ltd.||7.28%|
|Avenue Supermarts Ltd.||7.22%|
|Reliance Industries Ltd.||7.01%|
|Shree Cement Limited||5.32%|
|Maruti Suzuki India Ltd.||5.00%|
|Bajaj Finserv Limited||4.80%|
Axis Focused 25 Mutual Fund Performance
Performance (as on 30th June, 2020)
|Period||Direct Fund Return||Benchmark Return||Regular Fund Return||Benchmark Return|
- The objective of this scheme is to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
- The scheme invests in a concentrated portfolio of high conviction ideas (up to 25).
- Focus on companies that have the capability to sail through their business cycles without being affected by short term market volatility.
- While this fund offers the benefit of higher exposure to the best ideas, the portfolio is well diversified across sectors to manage risk.
Axis Focused 25 Fund Management
The fund has been managed by Mr. Jinesh Gopani since 07th June 2016. He graduated in B.com (H) and MMS. He has work experience over 18 years and he manages 9 schemes of Axis Mutual. Prior to joining Axis AMC, he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Important Measures (As on 30th June, 2020)
Benchmark Index: Nifty 50 TRI
Net AUM: ₹ 10,399.03 crores
Expense Ratio: Regular- 2.01% Direct- 0.63%
Entry Load: NA
Exit Load: If redeemed/switched-out within 12 months from the date of allotment, For 10 % of investments: Nil, For remaining investments: 1%, If redeemed/switched-out after 12 months from the date of allotment: NIL (w.e.f. 25th September 2017)
Portfolio Turnover: 1.44 times (1 year)
NAV (in Rs) *as per fund fact sheet 30th June, 2020
Investment Risk: Moderately High
Minimum SIP amount: ₹ 500
Minimum investment amount (Lumpsum): ₹5000
Scheme suitable only if you are an investor-
- Who is looking for capital appreciation over long term.
- Whose investment is in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Tarrakki recommends this fund to the investors who want to invest towards long term goals and want to stay invested for more than 5 years. Axis Focused 25 Mutual Fund has invested in quality companies such as HDFC Bank, Bajaj Finance, Pidilite industries and Tata Consultancy Services. During volatile market conditions, the fund has outperformed in its category. Primarily because of its stock selection, the volatility has not affected its return.
Axis Mutual Fund launched its first scheme in October 2009 Since then Axis Mutual fund has grown strongly. Axis attribute its success thus far to our 3 founding principles – Long term wealth creation, Outside in (Customer) view and Long-term relationship.
Address: Axis House, First Floor, C-2 Wadia International Centre, Pandurang Budhkar Marg Worli, 400025.
Phone No: 8108622211 / 1800 221 322
Email ID: email@example.com
Tarrakki list of top 10 funds to invest.
1. UTI Nifty Index Fund
2. Mirae Asset Tax Saver Fund
3. Axis Focused 25 Fund
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