Axis Focused 25
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- Fund Summary
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|Risk||Moderately High risk|
|Fund Type||Focused Fund|
|Exit Load||1% for 365 Days|
More about this fund
|Tata Consultancy Services Ltd||9%|
|Kotak Mahindra Bank Ltd||8.74%|
|Bajaj Finance Ltd||8.56%|
|HDFC Bank Ltd||8.45%|
|Bajaj Finserv Ltd||6.47%|
|Housing Development Finance Corp Ltd||6.11%|
|Pidilite Industries Ltd||5.01%|
|Maruti Suzuki India Ltd||4.67%|
|Avenue Supermarts Ltd||4.66%|
|Asian Paints Ltd||4.35%|
About Axis Focused 25 Fund
The sponsor of the Scheme is Axis Bank Ltd. The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of up-to 25 companies, primarily in companies among the top 200 in terms of market capitalization. The Scheme’s asset under management currently stands at approx. 5,904 crore and provided return of 15.76% since launch.
Pros & Cons of Axis Focused 25 Fund
The Scheme invests in high conviction stocks with a clean balance sheet, sustainable profit growth, and cash flows, and has credible management. The Scheme’s focus is to invest in sustainable growth stocks with a maximum limit of 25 stocks at any time. In last 5 years, the Scheme has consistently outperformed its benchmark Nifty 50. Aggressive investors who desire to take exposure in high conviction large-cap and mid-cap growth stocks can invest in the Scheme to create wealth in long term.
Fund Information & Statistics of Axis Focused 25 Fund
i) Inception / Launch date
The Scheme was launched on 29 June 2012 and is an open ended scheme. The Scheme is benchmarked against NIFTY 50 Total Return.
ii) Risk level
The Riskometer of the Scheme is “Moderately High” and suitable for investors looking for capital growth in long term. The Risk grade is below average and return grade of the Scheme is High.
Minimum redemption amount is Rs 1,000 or 100 units. Redemptions request received up to 3 PM are redeemed on same day’s NAV and redemptions requests received post 3 PM are settled on subsequent business day’s NAV.
iv) Fund Manager
The Scheme is currently being managed by Mr. Jinesh Gopani who is managing the Scheme since June 2016. Mr. Gopani is a B. Com and MMS from Bharati Vidyapeeth Institute of Management Studies and Research. Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited.
v) Entry / Exit load
1% exit load is charged if the units are redeemed within 1 year from the date of allotment of units, no exit load is charged beyond 1 year.
About Axis Mutual Fund
Axis Mutual Fund launched its first scheme in October 2009 and currently managing more than 50 schemes with over 20 lakh active investor accounts. Mr. Chandresh Kumar Nigam is the MD & CEO of the fund house. Axis bank Ltd holds 75% of stake and 25% of stake is held by Schroder Singapore Holdings Private Limited.
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Min amount: 1000
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