AXIS Focused 25 Fund – Direct Growth

Equity · Focused
 · 
100
Min SIP
100
Min Lumpsum
0.76 %
Expense Ratio
Rating
13,861
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 27 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 27.1% 8.9% 14% 14.6%
Category Average 40.8% 19.2% 19.1% -

Scheme Allocation

By Holding
By Sector
By Asset
TCS
7.69%
6.17%
Others
64.69%
View all Holdings
Holdings Sector Instrument Asset
Bajaj Finance Finance Equity 8.1%
TCS IT - Software Equity 7.69%
Avenue Super. Retail Equity 6.91%
Pidilite Inds. Chemicals Equity 6.44%
ICICI Bank Banks Equity 6.17%
Info Edg.(India) E-Commerce/App based Aggregator Equity 5.36%
Divi's Lab. Pharmaceuticals Equity 5.34%
Torrent Power Power Generation & Distribution Equity 5.27%
Reliance Industr Refineries Equity 4.6%
Bajaj Finserv Finance Equity 4.57%
Bajaj Auto Automobile Equity 4.3%
Shree Cement Cement Equity 4.3%
LTIMindtree IT - Software Equity 3.87%
Cholaman.Inv.&Fn Finance Equity 3.69%
P I Industries Agro Chemicals Equity 3.44%
DLF Realty Equity 3.21%
Sona BLW Precis. Auto Ancillaries Equity 3.19%
Apollo Hospitals Healthcare Equity 2.72%
HDFC Bank Banks Equity 2.21%
Bharti Airtel Telecomm-Service Equity 1.4%
Kotak Mah. Bank Banks Equity 1.19%
Jio Financial Finance Equity 1.08%
Tata Motors Automobile Equity 0.55%
Asian Paints Paints/Varnish Equity 0.1%
Linde India Chemicals Equity 0.03%
Finance
17.44%
Retailing
12.27%
IT-Software
11.56%
Banks
9.57%
Chemicals & Petrochemical
6.47%
Others
42.69%
View all Sectors
Sectors Asset
Finance 17.44%
Retailing 12.27%
IT-Software 11.56%
Banks 9.57%
Chemicals & Petrochemical 6.47%
Pharmaceuticals & Biotech 5.34%
Power 5.27%
Automobiles 4.85%
Petroleum Products 4.6%
Cement & Cement Products 4.3%
Fertilisers & Agrochemica 3.44%
Realty 3.21%
Auto Components 3.19%
Healthcare Services 2.72%
Debt 2.6%
Others 1.86%
Telecom-Services 1.4%
Consumer Durables 0.1%
Cash & Others -0.2%
Equity
95.73%
Reverse Repos
2.28%
Derivatives
1.86%
T-Bills
0.32%
Net Curr Ass/Net Receivables
-0.2%
Others
0.01%

Advance Ratio

-10.48
Alpha
4.53
SD
1.05
Beta
0.26
Sharpe

Exit Load

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.

Fund Objective

The Axis Focused 25 Fund is a mutual fund managed by Axis Mutual Fund House. On June 29, 2012, the fund was formed and is currently managed by Jinesh Gopani. Last year’s growth returns for the Axis Focused 25 Direct Plan were -18.89%. There has been a yearly return of 13.84% since its inception. Every six years, the fund has doubled the amount of money invested.

The objective of the scheme is to produce long-term capital appreciation by investing in a concentrated portfolio of equities and equity-related securities of up to 25 firms. The scheme focuses largely on investing in companies that are among the top 200 in terms of market capitalisation.

Pros & Cons

Pros Cons
Low expense ratio. High-risk investment.
Excellent investment choice for long-term financial objectives. Inappropriate for short-term objectives.
A diversified fund portfolio is one way to reduce the impact of high-risk investments. The fund does not back any investments with a guarantee.
There is a strict focus on selecting just the highest-yielding funds.

Who should invest in Axis Focused 25 Fund?

If you’re looking for a fund that seeks capital appreciation by selecting the top 25 companies, consider the Axis Focused 25 Fund. If you’re looking for a strategy that diversifies across the market cap, this fund is a great option. Wealth creation with the Axis Focused 25 Fund is possible, but investors may require a three- to five-year investment horizon at the very least for this equity fund to succeed and generate respectable returns over the long haul.

What are the benefits of investing in Axis Focused 25 Fund?

  • The scheme invests in a diversified portfolio of ideas that have a high level of trust (up to 25).
  • Focuses on companies that can weather the ups and downs of their respective business cycles without being adversely impacted by fluctuations in the short-term market.
  • This fund’s portfolio is adequately diversified across industries to limit risk, and one of the fund’s benefits is increased exposure to the most promising innovative ideas.
  • The investor gets the asset class benefit, whereas the equity asset class offers the possibility of outperforming inflation and generating wealth over the long term.
  • Long-term objectives such as providing for one’s children’s education and their future, retiring comfortably, or any other kind of long-term growth that calls for a wealth-building strategy can be achieved by this fund.

Fund Managers

Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd

With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.

Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.

Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,63,225 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Focused 25 Fund – Direct Growth ?

You can invest in AXIS Focused 25 Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Focused 25 Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Focused 25 Fund – Direct Growth ?

The NAV of AXIS Focused 25 Fund – Direct Growth is ₹53.6 as of 27 February 2024.

How to redeem AXIS Focused 25 Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Focused 25 Fund – Direct Growth?

The minimum SIP amount of AXIS Focused 25 Fund – Direct Growth is ₹100

What are the top sectors AXIS Focused 25 Fund – Direct Growth has invested in?

The top sectors AXIS Focused 25 Fund – Direct Growth has invested in are
  1. Finance - 17.44%
  2. Retailing - 12.27%
  3. IT-Software - 11.56%
  4. Banks - 9.57%
  5. Chemicals & Petrochemical - 6.47%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Focused 25 Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Focused 25 Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Focused 25 Fund – Direct Growth generated ?

The AXIS Focused 25 Fund – Direct Growth has delivered 14.6% since inception

What is the expense ratio of AXIS Focused 25 Fund – Direct Growth ?

The expense ratio of AXIS Focused 25 Fund – Direct Growth is 0.76 % as of 27 February 2024.

What is the AUM of AXIS Focused 25 Fund – Direct Growth?

The AUM of AXIS Focused 25 Fund – Direct Growth is ₹2,63,225 Cr as of 27 February 2024

What are the top stock holdings of AXIS Focused 25 Fund – Direct Growth?

The top stock holdings of AXIS Focused 25 Fund – Direct Growth are
  1. Bajaj Finance - 8.1%
  2. TCS - 7.69%
  3. Avenue Super. - 6.91%
  4. Pidilite Inds. - 6.44%
  5. ICICI Bank - 6.17%

How can I redeem my investments in AXIS Focused 25 Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Focused 25 Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Is there any lock in period for AXIS Focused 25 Fund - Direct Growth?

No, there is no lock in period for AXIS Focused 25 Fund – Direct Growth.

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