By Cali Crystal             May 19, 2020

Mutual Fund

axis focused 25 fund

By Rajendra

Mar 30, 2023

image source -Unsplash

Scheme Analysis

Category 

Focused

Inception

Jun 5, 2010

Benchmark

BSE 100

Scribbled Arrow

AUM  - 15,139 Cr

Fund Manager

Jinesh Gopani & Vinayak Jayanath

Thick Brush Stroke

Axis Focused 25 Fund

Pure Bottom-up, best ideas approach with high active allocation & maintain prudent diversification

Investment Strategy

Top 5 Holding

Bajaj Finance

TCS

Avenue Supermart

Kotak Bank

Pidilite

9.70

8.52

8.27

7.82

7.35

Total  -  41.66

Active high conviction Concentrated focused on sustainable businesses

Investment Strategy

Financial Services

Consumer Service

IT

Top 5 Sector

34.06

13.36

12.35

11.49

6.35

Healthcare

Chemical

Compact portfolio with max 25 companies diversified across market cap

Investment Strategy

Typically avoid PSUs

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

10,988

36,636

67,670

Returns

-15.36%

1.14%

5.36%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

-12.91%

6.64%

7.59%