Axis Focused 25 Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 6454.68
Expense Ratio
0.77%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 81622
Min Subscription
₹ 5000
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
Details
Analysis
27.68
(-0.22 %)
NAV as on 2019-01-18
Returns
Fund
Axis Focused 25 Fund Direct Plan
1 Year
-4.68%
3 Year
18.51%
5 Year
17.65%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,919
Portfolio Value
-81
Total Returns