Axis Focused 25 Fund Direct Plan Growth Option - Regular - Latest NAV [ ₹51.03 ], Returns, Performance, Portfolio & Returns 2021

Axis Focused 25 Fund Direct Plan Growth Option

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years21.43%
3 Years22.83%
1 Year35.07%
6 Months15.71%
Fund Details
RiskVery High Risk
Fund TypeFocused Fund
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Bajaj Finance Ltd9.68%
Avenue Supermarts Ltd9.23%
Tata Consultancy Services Ltd7.9%
Clearing Corporation Of India Ltd7.61%
Info Edge (India) Ltd7.49%
Kotak Mahindra Bank Ltd6.38%
Divi's Laboratories Ltd6.12%
Pidilite Industries Ltd5.99%
Housing Development Finance Corp Ltd5.26%
Net Receivables / (Payables)4.71%

"## About Axis Long Term Equity Fund - Direct Plan - Growth Axis Long Term Equity Fund is a tax-saving mutual fund. This fund is suitable for those looking to plan for long-term requirements such as purchasing a house in a period of 7-10 years or children’s higher education while saving on taxes every year.

Pros and Cons Axis Long Term Equity Fund - Direct Plan - Growth

As the name suggests, Axis Long Term Equity Fund requires investors to have a long-term investment horizon so that the fund can mitigate the market volatility to a great extent. This scheme comes with the lock-in period is just three years. However, it is advisable to stay invested for a long period of time in order to earn high returns.

Fund Information and Statistics

Inception/Launch Date Axis Long Term Equity Fund was launched on 29 December 2009. Risk Level Axis Long Term Equity Fund has invested heavily in the stocks of financial services (33.35%) and consumer goods (18.96%), and therefore the risk level of this scheme is slightly lower than other equity funds. However, this fund is exposed to a much higher risk than a debt mutual fund. Redemption As this scheme comes with a lock-in period of three years, investors cannot redeem their investments any time before that. Once the lock-in period has been completed, the redemption requests would be processed in the standard duration. Fund Manager Mr Jinesh Gopani is managing the Axis Long Term Equity Fund since April 2011. Entry/Exit Load As per the SEBI’s order dated 30 June 2009, no fund house is supposed to levy entry loads on investors. Therefore, there is no entry levied on the Axis Long Term Equity Fund. Since this scheme is a tax-saver fund, one cannot exit the scheme within the first three years of investment, and there is no exit load.

About Axis Mutual Fund

Axis Mutual Fund is a leading fund house in India. It was established in 2009. Axis Mutual Fund house has assets of worth Rs 1.22 lakh crore under its management as of December 2019."

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns