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3 Year return
8.77%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹13893 Cr.
Expense Ratio
0.77% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| ICICI Bank | 6.89 % |
| Bajaj Auto | 4.92 % |
| Reliance Industr | 4.72 % |
| Bajaj Finserv | 4.53 % |
| C C I | 3.98 % |
| Info Edg.(India) | 3.83 % |
| Bharti Airtel | 3.73 % |
| Cholaman.Inv.&Fn | 3.66 % |
| DLF | 3.55 % |
| Sona BLW Precis. | 3.22 % |
| Divi's Lab. | 3 % |
| Apollo Hospitals | 2.54 % |
| HDFC Bank | 2.29 % |
| Ambuja Cements | 2.18 % |
| Tata Motors | 2 % |
| P I Industries | 1.86 % |
| Apollo Hospitals | 1.47 % |
| St Bk of India | 1.46 % |
| Hind.Aeronautics | 1.32 % |
| Jio Financial | 0.91 % |
| Net CA & Others | 0.68 % |
| TBILL-91D | 0.32 % |
Axis Mutual Fund Managers
JG
Jinesh Gopani
Fund Manager since Jun 2016
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
ICICI Prudential Focused Equity Fund Direct Plan IDCW Payout |
24.54% |
3.5 |
|
Quant Focused Fund IDCW Direct Plan Payout |
22.57% |
3 |
|
360 One Focused Equity Fund Direct Plan Dividend Payout |
22.24% |
2.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About the Axis Focused 25 Fund Direct Plan IDCW Reinvestment
The Axis Focused 25 Fund Direct Plan IDCW Reinvestment is an equity mutual fund scheme that invests in a diversified portfolio of 25 large-cap stocks. The fund aims to generate long-term capital growth for its investors and offers the option of reinvesting the dividends in the units of the fund. It is an open-ended scheme, which means that it can issue and redeem units on a continuous basis.
Investment Objectives of the Scheme
The investment objective of the Axis Focused 25 Fund Direct Plan IDCW Reinvestment is to generate long-term capital growth by investing in a diversified portfolio of large-cap equity securities. The fund may invest in a mix of 25 large-cap stocks. The fund's asset allocation will be reviewed and adjusted on a regular basis to ensure that it is aligned with its investment objective.
Key Features of The Fund
| 5-year return | 12.99% |
| Expense Ratio | 0.77% |
| Fund Manager | Jinesh Gopani |
| Fund Size | ₹13893 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Axis Focused 25 Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for long-term capital growth and who want to reinvest their dividends to grow their wealth over time. The fund is suitable for investors who have a time horizon of at least 5 years and who are comfortable with the risk of investing in large-cap stocks.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
