AXIS Focused 25 Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.6% | 14.4% | 10.8% | 14% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
Advance Ratio
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. |
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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
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Focused .
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- 6,166
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25.3%Fund Size - 6,166
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34.5%Fund Size - 6,166
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17%Fund Size - 6,166
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- Equity .
- Focused .
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- 9,359
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21.6%Fund Size - 9,359
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32.6%Fund Size - 9,359
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17.6%Fund Size - 9,359
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- Equity .
- Focused .
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- 6,976
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21.8%Fund Size - 6,976
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29.5%Fund Size - 6,976
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17.5%Fund Size - 6,976
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- Equity .
- Focused .
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- 51
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30.7%Fund Size - 51
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25.7%Fund Size - 51
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14.4%Fund Size - 51
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- Equity .
- Focused .
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- 908
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20.8%Fund Size - 908
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24.5%Fund Size - 908
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16.6%Fund Size - 908
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Focused 25 Fund – Direct Growth ?
- 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 ?
How to redeem AXIS Focused 25 Fund – Direct Growth holding ?
What is the minimum sip amount of AXIS Focused 25 Fund – Direct Growth?
What are the top sectors AXIS Focused 25 Fund – Direct Growth has invested in?
- Finance - 14.92%
- Retailing - 14.79%
- Others - 13.94%
- Debt - 11.71%
- IT-Software - 11.04%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Focused 25 Fund – Direct Growth?
How much returns have AXIS Focused 25 Fund – Direct Growth generated ?
What is the expense ratio of AXIS Focused 25 Fund – Direct Growth ?
What is the AUM of AXIS Focused 25 Fund – Direct Growth?
What are the top stock holdings of AXIS Focused 25 Fund – Direct Growth?
- Avenue Super. - 9.3%
- Bajaj Finance - 8.83%
- TCS - 7.76%
- Pidilite Inds. - 7.12%
- Info Edg.(India) - 5.67%
How can I redeem my investments in AXIS Focused 25 Fund – Direct Growth?
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.