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 Date | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year | 7 Year | |
| Benchmark Nifty 50 | 39.38 | 0.73 | 2.99 | 5.73 | 15.85 | 29.92 | 66.73 | 23.54 | 17.70 | 15.69 |
| Axis Focused 25-Direct Plan Performance | 35.71 | -0.46 | 2.66 | 5.52 | 19.72 | 34.24 | 67.91 | 27.05 | 21.44 | 20.30 |
| Axis Focused 25-Regular Plan Performance | 34.56 | -0.48 | 2.64 | 5.43 | 19.38 | 33.48 | 66.05 | 25.50 | 19.99 | 18.84 |
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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