Why should you opt for Axis Focused 25 Fund?

Mutual Fund

Axis Focused 25 Fund is an open ended equity mutual fund which aims to create long-term wealth corpus by investing in equity related instruments. This fund invests in maximum of 25 companies which is in the top 200 companies based on market capitalization. Based on Axis Focused 25 Fund review, the fund  is primarily exposed towards large-cap stocks and moderate exposed to mid cap stocks.

With the help of professional fund managers and diversified portfolio allocation, Axis Focused 25 Fund growth scheme is successful in generating a good amount of return with adjusted risk factor. If you see the past 5 years performance of Axis Focused 25 Fund growth scheme, you will notice that the return generated has exceed the benchmark. The risk profile of this fund is moderately high and is ideal for investors who have a moderate risk appetite.

Axis Focused 25 Fund Facts

Here are some unique features of Axis Focused 25 Fund-

  • Axis Focused 25 Fund full portfolio includes 96.8% investment in equity stocks out of which 76.88% in large cap, 18.44% in mid cap and 1.48% in small cap stocks.
  • Axis Focused 25 Fund under Axis Mutual Fund House is able to generate long-term capital appreciation and also cope up with the inflation rate.
  • You can invest a minimum amount of Rs. 1000 in Axis Focused 25 Mutual Fund Scheme without any financial burden.
  • Based on Axis Focused 25 Fund review, the fund concentrates on 25 companies which gets least affected by market fluctuation.
  • The expense ratio of Axis Focused 25 Fund is 2.20%. 
  • Under Section 80C, you can enjoy tax benefit with Axis Focused 25 Mutual Fund Investment.
  • To earn regular income you can go for Axis Focused 25 Fund dividend scheme.

Top 5 Sectors of Axis Focused 25 Fund

S.No. Holding Name Net Assets (in %)
1 Financial Services 42.31
2 Automobile 14.60
3 IT 13.32
4 Consumer Goods 10.01
5 Industrial Manufacturing 9.63

(as on date- 04/04/2019)

Top 10 Holdings of Axis Focused 25 Fund

S.No. Holding Name Net Assets (in %)
1 Tata Consultancy Services Limited 8.86
2 Bajaj Finance Limited 8.69
3 Kotak Mahindra Bank Limited 7.19
4 HDFC Bank Limited 6.93
5 Maruti Suzuki India Limited 6.61
6 Housing Development Finance Corporation Limited 6.33
7 Bajaj Finserv Limited 5.9
8 Pidilite Industries Limited 5.83
9 Avenue Supermarts Limited 5.74
10 Supreme Industries Limited 5.26

(as on date- 04/04/2019)

Details of Axis Focused 25 Fund

Date of Inception- 29th June, 2012
Fund Manager- Mr. Jinesh Gopani
Benchmark- NIFTY 50 
Riskometer- Moderately High
Return Since Since Launch- 15.99%
AUM- Rs. 6761.67 crore (as on 28th Feb, 2019)

Following table depicts the performance of Axis Focused 25 Fund-

  1-Year 3-Year 5-Year 10-Year
Fund 6.31 17.05 16.68
S&P BSE Sensex 50 TRI 15.49 16.39 13.54
Category 4.88 13.85 15.15
Rank within Category 15 3 10
Number of funds in category 45 42 36
As on Apr 04, 2019

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