Rating : ★ ★ ★ ★ ★

Axis Focused 25 Fund Direct Plan Growth Option

Equity

  

Focused Fund

NAV

31.56-0.11

(as on 23 Sep, 2020)

RETURNS

6.44 %

Fund Type

Open Ended

Investment Plan

Growth

Investment Plan

1%

Benchmark

IISL Nifty 50 PR INR

Asset Size

11372.39 Cr.

(As of 31 Aug, 2020)

Risk

Moderately High

Objective

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

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Fund manager

Jinesh Gopani

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹500

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Bajaj Finance Ltd

8.54%

Tata Consultancy Services Ltd

8.00%

Kotak Mahindra Bank Ltd

7.59%

Reliance Industries Ltd

7.40%

Sector Allocation

About the Scheme Type

Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.

Ratings

This fund is rated 5 stars by Morning Star Ratings.

★ ★ ★ ★ ★

Overview of Axis Asset Management Company Limited

Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles

  • Long term wealth creation
  • Outside in (Customer) view
  • Long term relationship

Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.

Investment Philosophy of Axis Mutual Fund:

  • Business to be built on three pillars
    • Outside-in View
    • Investor at the heart of every single decision
    • Communication in investor’s language, not in ours
  • Enduring Wealth Creation
    • Playing a serious and credible role in investor’s money basket
    • Encouraging investors to build a long-term perspective of the mutual fund category
  • Long-term Relationships
    • Outside-in View
    • Aiming at building relationships rather than being transactional