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This Focused Fund Has Offered Good Returns, Up to 107.92% Returns In 5 Years, Check Out Portfolio
Long-term investors need to purchase and retain assets for years, if not decades. Your risk tolerance and financial goals will ultimately determine which long-term investments are ideal for you. If you are a risk-taker investor and looking for a long term investor you can bet on this focused fund. Check this focused fund's details including returns and portfolio for a better understanding of the investment.
Axis Focused 25 Fund - Direct Plan-Growth
This Axis Focused 25 Direct Plan-Growth scheme is a Focused mutual fund scheme from the Axis Mutual Fund. This fund has Rs 19559.61 Crores worth of AUM or Assets Under Management. The fund has Rs 47.24 NAV as of 20th April 2022. The expense ratio of this fund has 0.6%, which is slightly below its category average. This is an open-ended medium-sized fund of its category.
On the risk meter, it is rated as a highly risky fund. CRISIL has rated this fund 3-star. This fund has given average performance among peer funds. For investment in this fund, the minimum lump-sum amount required is Rs 5000. For SIP, the minimum amount is Rs 500. There is no lock-in period in this fund. However, there is a 1% exit load is applicable on redemption excess of 10% investment within 365 Days.
Absolute And Annualised Returns
Lump-Sum Investment Returns
Since its launch, it has delivered 16.16% average annual returns.
| Investment Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 16.21% | 16.21% |
| 2 Year | 75.29% | 32.40% |
| 3 Year | 58.79% | 16.62% |
| 5 Year | 107.92% | 15.76% |
| Since Inception | 302.73% | 16.16% |
SIP Returns
| SIP Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | -1.26% | -2.33% |
| 2 Year | 19.62% | 18.28% |
| 3 Year | 30.23% | 17.93% |
| 5 Year | 47.72% | 15.60% |
Portfolio
The fund has 89.55% investment in equities of which 68.92% is in large-cap stocks, and 9.54% is in mid-cap stocks. The fund has the majority of its money invested in the Financial, Services, Technology, Healthcare, and Chemicals sectors. The fund's top holdings are in Bajaj Finance Ltd., Tata Consultancy Services Ltd., Avenue Supermarts Ltd., Divi's Laboratories Ltd., and Kotak Mahindra Bank Ltd.
Disclaimers
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
