Axis Focused 25 Fund

Axis Focused 25 Fund is managed by Pankaj Murarka. The scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies. This is a new fund in this category.  If you are a new investor you can skip this fund for a better fund in this category.

Where does Axis Focused 25 Fund invest your money?

Axis Focused 25 Fund has multi cap allocation which means your money will be invested in stocks of large, medium and small sized companies. About 20.78% of the fund’s money is allocated to stocks of mid sized companies and 76.39% to stocks of large sized companies. Mid sized stocks can give kicker returns as they turn into large stocks but this happens not so frequently. While large cap companies tend to be more stable than mid and small cap companies.

Suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
Not suitable for what?
  • Creating wealth
  • Short term needs
  • Lifestyle needs
How has Axis Focused 25 Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in July 2012, your value of investments would be around Rs 1.20 lakhs. The performance has been close to the average returns of funds in this category. 

Assume you had invested Rs 10,000 every month in Axis Focused 25 Fund through SIP from July 2012 today you would have around Rs 1.02.

How will Axis Focused 25 Fund perform in the future?

Needless to say no one can predict the future of markets. We have firm belief in the future prospects of the Indian economy. If the Indian economy grows at 9% then the leading companies tend to do well. When the companies do well their stock prices follow their performance. So if you expect the economy to grow at 8% then you can expect top performing mutual funds to give you returns in excess of 14%.

Mutual fund schemes that have exposure to mid-sized companies tend to show results when their bet on few companies comes true. We advise you to avoid too much of star gazing and future prediction. Be reminded that equities are one of the asset classes that have the potential to beat inflation. Your aim for core portfolio should be to beat inflation.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
When to exit?

Withdraw when your goals are close to achievement. Do not remove the money when the markets go up or down. Do not panic. Stick to your goals.

How frequently you need to monitor the performance?

Once you invest in the fund do not get into the habit of checking the NAV daily or monthly. Review the performance once a year. Too much attention is not good.

What are the charges applicable?

If units are sold within 6 months from the date of allotment than an exit load of 3% is charged while if units are sold after 6 months but within 12 months from the date of allotment than an exit load of 2% is charged and if units are sold  after 12 months but within 24 months than an exit load of 1% is charged. No exit load applies for units withdrawn post 24 months. Expense ratio of Axis Focused 25 Fund is 2.58%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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