Axis focused 25 fund

Axis Focused 25 Fund-IDCW Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Axis Focused 25 Fund as of Jun 14, 2023 is Rs 17.80 for IDCW option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 6.06% (1yr), 15.95% (3yr), 8.06% (5yr) and 13.69% (since launch). Whereas, Category returns for the same time duration are: 15.47% (1yr), 23.39% (3yr) and 11.57% (5yr). 3. Fund Size: The Axis Focused 25 Fund currently holds Assets under Management worth of Rs 15680.15 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.71% for Regular plan as on Mar 31, 2023. 5. Exit Load: Axis Focused 25 Fund shall attract an Exit Load, "For units in excess of 10% of the investment,1% will be charged for redemption within 12 months" 6. Minimum Investment: Minimum investment required is Rs 500 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 100. Axis Focused 25 Fund-IDCW Fund Details Investment Objective - 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 terms of market capitalisation. Fund House Axis Mutual Fund Launch Date Jun 29, 2012 Benchmark NIFTY 500 Total Return Index Return Since Launch 13.84% Riskometer Very High Type Open-ended Risk Grade High Return Grade Below Average Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2...

This blog will look at some facts and figures on Axis Focused 25 Fund. We recommend you to understand if this can be the right investment for you. What Is Axis Focused 25 Fund - Regular Plan? Axis Focused 25 Fund - Regular Plan is a moderately high-risk investment that focuses on long term wealth creation by investing in a concentrated portfolio of 25 stocks at the most. Since this is a multi-cap fund, the Axis Focused 25 Fund team has the liberty to invest in companies from different caps and sectors that can deliver maximum returns. Staying true to the name, the fund focuses on 25 of the best stock options and currently has investments in the FinServ, IT, Consumer goods, Automobile, and Oil & Gas sectors. Axis Focused 25 Fund - Regular Plan has performed significantly higher than the benchmark with a historical return of 14.00% since inception. These returns can not guarantee future success. The right fund today may not be the best fund tomorrow. Cube gives you access to quality advisors who can track multiple parameters for several funds to ensure that you invest in the right funds that can grow your money. See why you should invest using Cube here: ‍ Competition: Other Mutual Funds In This Category • Invesco India Growth Opportunities Fund ‍ • ‍ • Invesco India Contra Fund ‍ • SBI Magnum Multicap Fund Ideal for: 3+ year timeline. Long term returns. Cube Wealth strongly suggests that you • If your Wealth Coach has suggested this fund option please click INVEST NOW ‍ • I...

Quarterly Performance to 31/03/2023 Annual Q1 Q2 Q3 Q4 2023 -7.6% 2022 -14.5% -6.6% -15.4% 10.7% -2.3% 2021 24% 0.7% 9.9% 14.9% -2.5% 2020 21% -23.9% 15.5% 8.2% 27.3% 2019 14.7% 1% 5.5% 2.6% 4.8% 2018 0.6% -5.6% 9% -2.6% 0.5% 2017 45.2% 15.3% 8.3% 6.6% 9.2% 2016 4.6% -3.7% 8.7% 7.7% -7.2% 2015 3.9% 6.3% 0.8% -4.2% 1.2% 2014 38.8% 3.8% 15.7% 5.3% 9.8% 2013 5.8% -2% 2.8% -3.1% 8.5% 2012 9.9% 4.7% Top 10 Holdings Stock Size Bajaj Finance Ltd 8.67% Tata Consultancy Services Ltd Shs Dematerialised 8.49% Avenue Supermarts Ltd 8.48% Pidilite Industries Ltd 7.74% Kotak Mahindra Bank Ltd 7.12% Info Edge (India) Ltd 5.59% Housing Development Finance Corp Ltd 5.3% Shree Cement Ltd 4.96% LTIMindtree Ltd 3.97% Divi's Laboratories Ltd 3.93% 31/03/2023