AXIS Focused 25 Fund

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

How to invest in Axis Focused 25 Fund?

5paisa streamlines the process of investing in Axis Flexi Cap Fund. The process is quick and paperless. Follow the steps outlined below:

What is the expense ratio of the Axis Focused 25 Fund?

The expense ratio refers to the yearly fees you pay to the mutual fund company for the management of your assets. The Expense Ratio, expressed as a percentage of Assets Under Management, reduces fund returns (AUM). A fund with a lower cost ratio is always preferable since a smaller percentage of its profits will be taken. Consequently, your returns will grow.

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.