This 3-Star Rated Equity Focused Fund Delivered Up To 18.32% Returns In 5-Year

For their investments, several investors, particularly new ones, rely entirely on numerous mutual fund websites and forums. Investors understand the significance of rupee-cost averaging through SIPs and how it can be leveraged to create a significant corpus over time. This Equity-focused Mutual fund From the Axis Mutual Fund has delivered 55.32% absolute return on 5-years SIP. Should you invest in the fund? Find below the fund details.

Axis Focused 25 Fund Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹48.41	₹ 19456.35 Cr	0.59%

NAV as on 15-February-2022

Axis Focused 25 Fund Direct Plan-Growth is an equity Flexi Cap mutual fund scheme from the house of Axis Mutual Fund. It is a small fund of its category, launched on 01 January 2013. Under the Fund's Direct-Growth plan it has Rs 19,456 Cr worth of AUM as of 31 January 2021. The fund expense ratio is less than what most other Multi Cap funds charge. Rating agency CRISIL has given this fund a 3-stars rating.

Axis Focused 25 Fund - Direct Plan-Growth returns of the last 1-year are 9.70%, compared to its category average it is almost half. In 3-year it has delivered 21.09% returns, which is very close to its category average returns of 21.00% in the same investment horizon. Other than hand, since its launch, the fund has delivered below its category average annual returns. He has delivered 16.80% average annual returns since its inception. It has delivered average performance among peers.

Fund's Direct- growth plan's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is below average. Investors with proper awareness of macrotrends who wish to make targeted bets for greater returns than other Equity funds can look for the investment in the fund. On risk meter, it is a highly risky fund. With an initial minimum investment of Rs 5,000, one can start investing in the fund. To start SIP, a minimum of Rs 500 is required.

Returns

Annualised Returns (Lump-Sum)
On an investment of Rs 10,000

1-Year	2-Year	3-Year	5-Year	Since Inception
9.70%	16.99%	21.09%	18.32%	16.80%

SIP Returns
On an investment of Rs 1,000

Period Invested	Absolute Returns	Annualised Returns
1 Year	1.62%	2.99%
2 Year	26.77%	24.54%
3 Year	37.51%	21.75%
5 Year	55.32%	17.61%

Portfolio

The fund has 91.02% of its assets invested in Indian stocks, with 70.28% in big-cap stocks and 10.51% in mid-market equities. The fund has the majority of its money invested in the Financial, Services, Technology, Healthcare, Chemicals sectors. It has taken less exposure in the Financial, Services sectors compared to other funds in the category. Bajaj Finance Ltd., Avenue Supermarts Ltd., Tata Consultancy Services Ltd., Kotak Mahindra Bank Ltd., and Info Edge (India) Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl and CRISIL. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.