By Cali Crystal             May 19, 2020

Mutual Fund

axis focused 25 fund

By Rajendra

Sep 20, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Axis Focused 25 Fund

Category 

Focused

Inception

Jan 5, 2010

Benchmark

BSE 100

Scribbled Arrow

AUM  - 36,980 Cr

Fund Manager

Shreyash Devalkar

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

Investment Strategy

Active high conviction Concentrated focused on sustainable businesses

Investment Strategy

Compact portfolio with max 25 companies diversified across market cap

Investment Strategy

Typically avoid PSUs

Top 5 Holding

Bajaj Finance

Avenue Supermart

Kotak Bank

TCS

Pidilite

9.71

9.38

7.54

6.98

6.98

Total  - 40.59

Finance

Consumer Durable

Chemical

Thick Brush Stroke

Top 5 Sector -39.85%

31.74

15.56

10.00

9.07

8.33

Healthcare

IT

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

11,737

44,148

82,263

Returns

-4.05%

13.74%

12.59%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-8.18%

15.45%

11.64%