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Axis Focused 25 Fund - Direct Plan

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Suitability

This product is suitable for investors who are seeking

• capital appreciation over long term

• investment in in a concentrated portfolio of equity & equity related instruments of up to 25 companies

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	0.64%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 16,724
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 100

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	26.42%
Axis Focused 25 Fund - Direct Plan	100	100	19.59%
Motilal Oswal Focused Fund - Direct Plan	1000	1000	25.16%

Top 10 Holdings

Company	Holding Type	Asset(%)
Net Receivables / (Payables)	Cash - Collateral	10
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	9
Bajaj Finance Ltd	Equity	9
Avenue Supermarts Ltd	Equity	9
Tata Consultancy Services Ltd	Equity	8
Pidilite Industries Ltd	Equity	7
Kotak Mahindra Bank Ltd	Equity	7
ICICI Bank Ltd	Equity	6
Info Edge (India) Ltd	Equity	5
Housing Development Finance Corp Ltd	Equity	5

Asset Allocation(%)

Asset	Percent
Equity	87
Equity - Future	12
Cash - Collateral	10
Cash - Repurchase Agreement	9
Bond - Gov't Treasury	1

Sector Allocation(%)

Sector	Percent
Financial Services	30
Basic Materials	15
Equity - Future	12
Technology	12
Cash - Collateral	10

Fund Manager

Jinesh Gopani

6+ years of experience

Hitesh Das

2+ years of experience

Axis Asset Mutual Fund

AUM₹89,720 Cr

About

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m