Check out the total expense ratio of mutual fund schemes at Axis MF by selecting a scheme name, plan & the date range to ensure a better mutual fund investment deal. Fund House : Axis Mutual Fund. as on 30 Sep 20 DurationReturns1 Month 0.1% 3 Month 8.2% 6 Month 24.9% 1 Year -0.4% 3 Year 6.2% 5 Year 11% 10 Year 15 Year Since launch 13.9% Historical Annual Returns Historical performance (Yearly) on absolute basis YearReturns2019 14.7% 2018 0.6% 2017 45.2% 2016 4.6% 2015 3.9% 2014 38.8% 2013 5.8% 2012 2011 Growth of 10k Over YearsDateValue30 Sep 15₹10,00030 Sep 16₹11,40630 Sep 17₹14,06930 Sep 18₹15,38930 Sep 19₹16,905Asset AllocationAsset ClassValueCash0.8%Equity99.2%Sector AllocationSectorValueFinancial Services35.47%Consumer Cyclical13.22%Technology10.94%Basic Materials10.74%Consumer Defensive7.47%Energy7.4%Health Care5.72%Communication Services3.95%Top Securities Holdings / PortfolioHoldings/SecuritiesNameGlobal IndustryHoldingValueQuantity Bajaj Finance Ltd (Financial Services)Equity, Since 30 Sep 16 | 500034Credit Services9%₹971 Cr2,784,575 ↑ 140,000 Tata Consultancy Services Ltd (Technology)Equity, Since 28 Feb 18 | TCSInformation Technology Services8%₹910 Cr4,030,128 ↑ 84,111 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Jul 13 | KOTAKBANKBanks - Regional8%₹863 Cr6,156,886 ↓ -189,000 Reliance Industries Ltd (Energy)Equity, Since 31 Aug 19 | RELIANCEOil & Gas Refining & Marketing7%₹842 Cr4,046,790 ↓ -244,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 12 | HDFCBANKBanks - Regional7%₹812 Cr7,280,600 ↓ -250,000 Avenue Supermarts Ltd (Consumer Defensive)Equity, Since 30 Apr 17 | 540376Discount Stores6%₹673 Cr2,990,541 ↑ 198,807 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Jul 19 | DIVISLABDrug Manufacturers - Specialty & Generic6%₹650 Cr2,082,329 ↑ 175,000 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 31 Jul 16 | MARUTIAuto Manufacturers5%₹597 Cr873,088 Supreme Industries Ltd (Consumer Cyclical)Equity, Since 31 Dec 16 | 509930Packaging & Containers5%₹531 Cr3,975,073 ↓ -81,220 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 May 18 | HDFCMortgage Finance5%₹524 Cr2,856,689 ↑ 623,820 1 - 10 of 33Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I If we look at its return distribution in a three-year and five-year rolling period, then 85 per cent of the time, it gave returns between 10 per cent and 20 per cent. All rights reserved. Return generated by the fund in the specified time. By . Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% . The NAV of Warning: But be prepared for ups and downs in your investment value along the way. Get detailed Portfolio analysis for Axis Focused 25 Fund. is benchmarked against NIFTY 50 as primary index and NIFTY 50 - TRI as primary index and S&P BSE 200 - TRI as secondary index. All Rights Reserved, 0-12 Months (1%),12 Months and above(NIL), 2020 Shepard Technologies Private Limited. The fund has a reasonable trailing track record falling in the top half of the category. Note that many of these funds may have had a different history prior to the SEBI categorization rules. NAV as of Sep 25, 2020 ₹ 31.33 2.19 % 1 Day Change.

It Focus on companies that has the capability to sail through their business cycles without being affected by short term market volatility. "KARVY HOUSE",46, Avenue 4, Street No.1,,Banjara Hills. Axis Focused 25 Fund is a focussed multi-cap fund that seeks to generate long-term capital appreciation by investing in a concentrated portfolio of … All times stamps are reflecting IST (Indian Standard Time). It is a fund with Moderately High risk and has given a CAGR return of 13.9% since its launch.

This versatility makes multi-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. Road,Registrar & Transfer AgentKFin Technologies Private LimitedAddress"KARVY HOUSE",46, Avenue 4, Street No.1,,Banjara Hills,FAX91-40-23311968Emailmailmanager@karvy.comAdministrator CompaniesCompanyAddressAxis Mutual FundAxis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,AuditorsCompanyAddressS. Limited (PersonalFN) is an independent Mutual Fund research house and SEBI Registered Investment Adviser(Reg. accept the terms of Privacy Policy and All intellectual property rights emerging from this newsletter are and shall remain with PersonalFN. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.How the fund has performed Where the fund invests Basic facts Date of launch: 29 June 2012 Category: Equity Type: Focused AUM (as on 31 Aug 2020): Rs 11,372.39 CR Benchmark: Nifty 50 Total Return IndexWhat it costsNAV (as on 15 Sep 2020) Growth option: Copyright © 2020 Bennett, Coleman & Co. Ltd. All rights reserved. So, even if the good calls of such funds may help you in getting handsome returns initially, it can hamper the returns if one call goes wrong, and hence, you should be wary of this before investing. Axis Focused 25 Fund Share Shortlist. Share. However, for now its large-cap tilt has ensured that the fund remains true to its label. Register for free or LOGIN. and belongs to Axis Mutual Fund.

An investment of 10000 for . As a condition to accessing PersonalFN’s content and website, you agree to our Terms and Conditions of Use, available here. Below is the key information for Axis Focused 25 FundNAV as on 30 Sep 20₹29.22 ↑ 0.11  (0.38 %)Net Assets (AUM) as on 31 Aug 2020 ₹11,372 Cr. Axis Focused 25 Fund is a Equity - Focused fund launched on 29 Jun 12. Mukesh Ambani Is Making 90 Crores Per Hour, What Do Other Big Business People Make?

Daily rolling frequency is considered to compute the average time. 112358 | CIN: U74999MH2016PTC282153, ©2020 Shepard Technologies Private Limited. Axis Focused 25 Fund is a focussed multi-cap fund that seeks to generate long-term capital appreciation by investing in a concentrated portfolio of equity and related instruments.

Copyright © Quantum Information Services Pvt. SECTIONS. Ranked 7 in Focused category. Axis Focused 25 Fund is an open ended equity scheme investing in maximum 25 stocks investing in large cap, mid cap and small cap companies. Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli, Express Tower, 6th Floor,Nariman Point,Mumbai. Download free reports. It was launched on 29-Jun-2012 and currently has an AUM of ₹11,372.39 crore.

On a trailing basis, this fund has performed well, where apart from year-till-date (YTD), it has outperformed S&P BSE 200 Total Returns Index (TRI) and its category average. Axis Focused 25 Fund - Direct Plan 5 Value Research 15684 8799-15684 Axis Mutual Fund 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 … The services rendered by PersonalFN are on a best effort basis. is a Big Bazaar, Ameerpet, Hyderabad - 500016, Saturday, 03-Oct-2020 Login to view your Mutual Fund Transactions. It is a fund with Moderately High risk and has given a CAGR return of 13.9% since its launch. Education: Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research. For reprint rights: Average time taken to double the money since inception, India's 1st Online Instant Personal Loan Marketplace, Parag Parikh Long Term Equity Fund Regular-Growth. Please choose a different date. Like for all equity funds, you must invest only through the SIP route. Ranked 7 in Focused category. Jinesh Gopani The Risk Measures have been calculated using calendar month returns for the last three years. Fincash » Mutual Funds » Axis Focused 25 Fund, Axis Focused 25 Fund - G NAV  ₹29.22 ↑ 0.11  (0.38 %) as on 30 Sep 20Invest NowTable of ContentsScheme ObjectiveNAV Price ChartReturnsHistorical ReturnsCompounded ReturnsGrowth Of 10k Over YearsHoldings / PortfolioPortfolio Securities HoldingsPortfolio Asset AllocationPortfolio Sector AllocationAll Plan & OptionsFund Manager InformationCustodiansRegistrar & Transfer Agent (RTA)Administrator CompaniesAuditorsScheme ObjectiveTo generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies. Launch Date29 Jun 2012CategoryEquity - FocusedRating☆☆☆☆☆TypeOpen Ended FundRiskModerately HighAMCAxis Asset Management Company LimitedAlpha Ratio1.72 Expense Ratio1.9 % Sharpe Ratio0.194 Information Ratio0.02 BenchmarkNot AvailableMin Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Invest NowNAV Price ChartReturnsAnnual Compounded Returns Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Check detailed stocks and debt … Registrar & Transfer Agent: KFin Technologies Pvt Ltd. It was launched on 29-Jun-2012 and currently has an AUM of ₹11,372.39 crore. Synopsis. Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025. Simply in terms of performance, the Axis Focused 25 Fund has done well. Use of this information is at the user's own risk. For reprint rights: Axis Focused 25 mutual fund review: How scheme offered superior downside protection relative to index, India's 1st Online Instant Personal Loan Marketplace. Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. Investors understand that their principal will be at Moderately High risk. As this article is intended towards the performance review of the said fund, let us just get straight into it. Axis Focused 25 Fund is a Equity - Focused fund launched on 29 Jun 12. As we can see, in terms of average rolling returns, it successfully outperformed S&P BSE 200 TRI in all possible rolling periods. From India's independent mutual fund research house. Vodafone Idea 10.30 1.2. The average time taken by the fund to double investor’s money.

Road. Access the exclusive Economic Times stories, Editorial and Expert opinion, Sharp Insight-rich, Indepth stories across 20+ sectors. This is a snapshot of the latest trailing returns of all focused funds, category peers and Nifty 50, 100. Get Free access to unlimited articles, premiumtools & exclusive content, Axis Focused 25 Fund | Regular plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/14951/axis-focused-25-fund/. PVR Cinemas: Masks will be mandatory while watching films | Unlock 5.0, Adani Green Energy completes acquisition of 205 MW operating solar assets. INA000000680, SEBI (Investment Advisers) Regulation, 2013, Growth 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. Indicates an increase or decrease or no change in holding since last portfolio When your assets are high, dedicating a high portion to mid-cap and small-cap may hamper liquidity. As we can see, this fund is large-cap biased with almost 89 per cent dedicated towards large-cap as compared to 65 per cent of the category average. Ltd. Legal Disclaimer : Quantum Information Services Pvt. Axis Focused 25 Fund 5 Value Research 14951 8799-14951 Axis Mutual Fund 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 … Mutual Fund Investments are subject to market risk, read all scheme realated document carefully. Tomorrow is different.

. Copyright © Value Research India Private Limited 2020. The scheme invests in a concentrated portfolio of high conviction ideas (up to 25). Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% .