Axis Focused 25 Fund

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

AUM - 15,139 Cr

Fund Manager

Jinesh Gopani & Vinayak Jayanath

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

SIP Performance Exit Load upto 12 month - 1%

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

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

-12.91%

6.64%

7.59%

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