Axis Focused 25 Direct Plan Growth-1.96%

5Groww
-7.75%
1 Year Return
Equity
Focused
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Focused 25 Direct Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.74%
NAV30.20 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size7,841 Cr

Fund Overview

Quick overview of Axis Focused 25 Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
Axis Focused 25 Direct Plan Growth
-7.8%
12.8%
13.4%
14.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -7.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.6%
    Bajaj Finance Ltd.FinancialEquity8.3%
    Tata Consultancy Services Ltd.TechnologyEquity7.4%
    Kotak Mahindra Bank Ltd.FinancialEquity6.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.6%
    Maruti Suzuki India Ltd.AutomobileEquity6.3%
    Avenue Supermarts Ltd.ServicesEquity6.1%
    Bajaj Finserv Ltd.FinancialEquity5.0%
    Supreme Industries Ltd.ChemicalsEquity4.4%
    Eicher Motors Ltd.AutomobileEquity3.9%
    See All

    Fund Managers

    addJinesh Gopani
    Education
    Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
    Experience
    Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
    Funds Managed

    Other Details

    Axis Focused 25 Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹7,841 Cr and the Latest NAV as of 08 Jul 2019 is ₹30.20.

    The Axis Focused 25 Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

    Investment Objective

    To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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