Get Morningstar independent and trusted analysis, research, including real-time stock quotes, prices, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in … when a Fund's Potential Upside is higher than the Benchmark Index Fund.

So, if a Fund has been performing good in recent times, its past Returns for various periods will always look good, and vice versa. when it's likely to perform better or to underperform), and therefore, retained investors OR, Investors' have sold the Fund during the Fund's underperformance, did panic-selling and/or bought back post its outperformance, for the fear of missing the opportunity OR, Investors received poor advice from Mutual Fund Distributor or there was a lack of good zero-conflict advice. Fund Returns is the returns generated by the Fund over a given period.
This may indicate that Investors in the fund were not aligned to the investing process followed by the fund. You must look at quality of underlying assets and future returns of a Fund, Funds are suggested as a combination, customisation is nil to low, Kuch Hi Mutual Funds 'Aapke liye' Sahi Hai (Only a few are Right for You).

5Y. Please read our Terms of Use above. We recommend smart asset allocation and selecting the specific asset that gives the best risk-adjusted returns every time you invest. Get latest updates on Top Holdings, NAV, Mutual Fund Risk Return Analysis, Fund Manager Details, Comparision with other peers and Portfolio Allocation of Axis Focused 25 Fund Growth Option Regular Plan If the Fund Returns are higher than Benchmark Returns in a year, it is colour-coded as green or else it's red for that year. Please read all relevant issue documents pertaining to the mutual fund schemes concerned, including without limitation, the detailed risks involved in the investment, before making an investment decision.
Colour-code is assigned to a Fund based on, Quality of the Underlying Assets in its portfolio: We've a method of fundamental analysis to ascertain quality of stocks based on their '10-Year performance on key parameters' and 'market-capitalisation risk', Magnitude and deviation of Fund's Alpha (Fund Returns-Benchmark Returns) as compared to category peers and, Expense ratio charged by the Fund to generate that extra return (i.e. over & above the Benchmark Returns). Alpha is the difference between the returns earned by a Fund and its Benchmark Index over a given period. If a Fund has Fund Returns mostly green in 10 years, then you can short-list it for the further analysis.

Benchmark is typically a popular, market-wide index (e.g.

YTD. Fund's future returns likely to be low, as 83 % of its portfolio is over-valued.

The Alpha doesn't give a true & complete picture, and therefore, it's not good enough to look at only Alpha for taking decisions. (Right way to Buy). 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 … Past performance may or may not be sustained in future and is no indication of future performance.

Morningstar India Private Limited, its affiliates, and their officers, directors and employees shall not be responsible or liable for any trading decisions, damages or other losses resulting from, or related to, the Star Rating, or the mutual fund schemes featured herein, or their use. This site is protected by reCAPTCHA and the Google. The value and income derived from investments may go down as well as up. ), If we accept your price offer as reasonable, we will help you make the payment and start the subscription, If not, help you find a reasonable price acceptable to you and us and if you agree make the payment. While the discipline of SIP is imperative for success in investing, committing money to a specific Mutual Fund, immaterial of its price and market levels, can be very sub-optimal. © 2018 Morningstar. Higher the Fund's allocation to over-valued stocks, lower its future returns; and higher the allocation to under-valued stocks, higher the future Returns/Upside.

It's one of the important parameters to check while evaluating Sahi Funds. Invest online in Axis Focused 25 Direct Plan-Growth with ETMONEY. For last 5 years, Investors have earned less returns than the Fund. 6.88% annual returns, 31.33 NAV. If the Benchmark Returns are negative, but Fund Returns are less negative (i.e. The Morningstar name and logo are registered marks of Morningstar, Inc. We are a Fiduciary Advisor.

: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: Principal Hybrid Equity Fund Direct Plan Growth Option, Principal Emerging Bluechip Fund - Direct Plan - Growth Option, Principal Multi Cap Growth Fund-Direct Plan - Growth Option, Principal Focused Multicap Fund- Direct Plan - Growth Option, Principal Tax Savings Fund - Direct Plan - Growth. You must also look at portfolio composition across market capitalisation i.e. In such cases, the Fund's performance should compensate such high risks accordingly (i.e. Category : Focused Fund. S&P BSE 200) that reflects general market's performance or particular part of the market. Axis Focused 25 Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,372 Cr and the Latest NAV as of 25 Sep 2020 is ₹31.33. Principal Focused Multicap Fund- Direct Plan - Growth Option.

It is expected that a Fund should earn more than its benchmark returns over 3-5 years. : +91-22-61217100; Fax No. In addition to that, there's always a risk of being misguided by MF Sellers due to their vested interest. Please verify all of the Information before using it, and do not make any investment decision, except upon the advice of a professional financial adviser. Office: 9th floor, Platinum Technopark, Plot No.

Restart Subscription at a Price you think is Reasonable, If you think your price is reasonable click submit else edit, Promote Sahi Way of Investing in Mutual Funds, Suggested based on past returns and Expense Ratio, 'Kuch Hi Mutual Funds Sahi Hai (Only few Funds are Right). Potential Upside indicates returns a Fund is likely to generate over next 3 years with the current portfolio from the current prices. Axis Focused 25 Direct Plan - Growth is a Equity mutual fund scheme from Axis Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Jinesh Gopani.It has an AUM of ₹11,372.39 Crores and the latest NAV decalared is ₹31.560 as on 24 Sep 2020 at 2:56 pm. 3Y. If the fund holds more mid and small stocks with respect to the Benchmark Index, then the Fund may be taking higher risk than its stated objective. It is the annual fee that a Fund charges for managing the assets. Axis Focused 25 Fund(G)-Direct Plan - Growth: Get latest Axis Focused 25 Fund(G)-Direct Plan NAV, returns, analysis, performance, top stocks in portfolio & more. A Fund chooses a Benchmark based on the part of the market it wishes to invest in. Axis Focused 25 Direct Plan - Growth is a Equity mutual fund scheme from Axis Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Jinesh Gopani.It has an AUM of ₹11,372.39 Crores and the latest NAV decalared is ₹31.560 as on 24 Sep 2020 at 2:56 pm.

The Fund Manager has not communicated the Fund's strategy (i.e. Using our equity valuation model, we assess a Fund's underlying stocks as under-valued, fairly valued or over-valued.

We do not take any brokerage or distributions commission from anyone. It includes management fees, administrative fees, operating costs, and all other asset-based costs of the Fund. However, their end-point is the current price which may be elevated or subdued.

You must look Sahi Funds that are aligned to your risk profile and complements your existing portfolio, No active support to indicate right time or price to buy a Fund. Fund House : Axis Mutual Fund. Want to know if Axis Focused 25 Fund is right? Axis Focused 25 Fund - Direct Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. Fund Returns over its Benchmark, for past 1Y, 3Y, 5Y, 7Y. Find out Axis Focused 25 Fund - Direct Plan asset allocation, Axis Focused 25 Fund - Direct Plan NAV range, Axis Focused 25 Fund - Direct Plan performance, returns and more. While finding Sahi Funds, you must look at how consistently the Fund has given better returns as compared to its Benchmark Index. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Compare with top Equity / Focused Fund funds.

Also, you must buy a Direct Plan to save costs and earn higher returns. Implied Investor Return (IIR) is the approximate actual returns made by Individual Investors based on their entry & exit dates. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.