Axis Focused 25 Fund Review

Axis Focused 25 Fund scheme objective- The scheme aims to derive capital appreciation in the long run by investing in a bunch of stocks upto 25(Maximum)stocks. The fund manager has the flexibility to select stocks across all market caps.

Axis Focused 25 Fund Details

  • Launch Date- 1st January,2013(Direct Plan),2012 June 29th(Regular Plan)
  • Benchmark- Nifty 50 Total Return Index
  • Assets under Management-20,334 crores(as of now)
  • Returns since launch-19.37%(Direct Plan),18.89%(Regular Plan)
  • Expense Ratio-0.60%(Direct Plan),1.86%(Regular Plan)
  • Turnover Ratio-139%
  • Fund Manager- Jinesh Gopani(Since 2016, June 7th)

Investment Details

  • Minimum Investment-5000 rupees(Lumpsum)
  • Minimum sip installment-500 rupees
  • Minimum Additional Investment-100 rupees
  • Lock-in period- Not Applicable
  • Exit Load- If redeemed in excess of 10% of units from the date of units allotment, 1% Exit Load would be charged.

Scheme Performance over the benchmark returns

Year To Date1 Day1 Week1 Month3 Month6 Month1 Year3 Year5 Year7 Year
Benchmark
Nifty 50

39.38
0.732.995.7315.8529.9266.7323.5417.7015.69
Axis Focused 25-Direct Plan Performance
35.71
-0.462.665.5219.7234.2467.9127.0521.4420.30
Axis Focused 25-Regular Plan Performance34.56-0.482.645.4319.3833.4866.0525.5019.9918.84
as on October 18th,2021

From the above performance chart, we conclude that Axis Focused 25 fund outpperforms its benchmark in the long-run. It’s short-term performance is little bit disappointing, it underperforms its benchmark slightly lower over 1 month, 1 week, Year-to-date charts.

If you wish to invest in this scheme, you can proceed keeping its long-term performance in mind. While its short term performance is disappointing, we can ignore them as short term volatility covers in the long-run.

consult your personal financial advisor to take a decision on investing in this scheme or not!

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