Axis Focused 25 Fund

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Value Research Rating

1 star

Analyst’s Choice

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Riskometer

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Very High

₹43.0500 0.44%

As on 28-Nov-2023

Investment Strategy

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.

Returns

This fund's returns are currently better than the category average.

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More

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Calculate SIP Returns of Axis Focused 25 Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Portfolio of Axis Focused 25 Fund

This fund's portfolio is largely conservative

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Peer Comparison

This fund compares better than its peers in most aspects.

Other details of Axis Focused 25 Fund

Assets info

₹13,653 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

100

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

100

Min. No of Cheques

6

FAQ for Axis Focused 25 Fund

Axis Focused 25 Fund is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.

Mutual funds can be bought directly from the website of the fund house. For instance, Axis Focused 25 Fund fund can be purchased from the website of Axis Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Axis Focused 25 Fund is ₹43.0500 as of 29-Nov-2023.

The AUM of Axis Focused 25 Fund Fund is ₹13,653 Cr as of 31-Oct-2023

The riskometer level of Axis Focused 25 Fund is Very High. See More

As of 31-Oct-2023, Axis Focused 25 Fund had invested 97.86% in Equity, 12.3% in Debt and -10.17% in Cash & Cash Eq. See More

Axis Focused 25 Fund is 11 years 5 months old. It has delivered 13.63% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
5.44%
7.66%
10.66%
12.86%
13.67%
13.63%

No, There is no lock in period in Axis Focused 25 Fund.

The expense ratio of Axis Focused 25 Fund is 1.71.

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