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Should You Invest In Axis Focused 25 Fund - Regular Plan?

Should you invest in an open-ended equity scheme that primarily invests in multi-cap companies? Read more and contact a Cube wealth coach to start investing.
October 9, 2020

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This blog will look at some facts and figures on Axis Focused 25 Fund. We recommend you Speak To A Cube Wealth Coach to understand if this can be the right investment for you.

What Is Axis Focused 25 Fund - Regular Plan?

Axis Focused 25 Fund - Regular Plan is a moderately high-risk investment that focuses on long term wealth creation by investing in a concentrated portfolio of 25 stocks at the most.

Since this is a multi-cap fund, the Axis Focused 25 Fund team has the liberty to invest in companies from different caps and sectors that can deliver maximum returns. Staying true to the name, the fund focuses on 25 of the best stock options and currently has investments in the FinServ, IT, Consumer goods, Automobile, and Oil & Gas sectors.    

Axis Focused 25 Fund - Regular Plan has performed significantly higher than the benchmark with a historical return of 14.00% since inception. These returns can not guarantee future success. 

The right fund today may not be the best fund tomorrow. Cube gives you access to quality advisors who can track multiple parameters for several funds to ensure that you invest in the right funds that can grow your money. See why you should invest using Cube here:


Competition: Other Mutual Funds In This Category

  • Invesco India Growth Opportunities Fund 
  • Mirae Asset Focused Fund
  • Invesco India Contra Fund
  • SBI Magnum Multicap Fund

Ideal for: 3+ year timeline. Long term returns.

Cube Wealth strongly suggests that you Consult A Wealth Coach before making any investments.

Read more about why you need a Mutual Fund Advisor

 

Mutual Fund Name

Axis Focused 25 Fund

Category

Open-ended Equity & Equity related scheme

3-year returns

6.36%

5-year returns

10.83%

Date of Inception

29/06/2012

Axis Focused 25 Fund NAV 

₹38.54



Benchmark Index

Nifty 50 TRI

Minimum Investment Amount in Cube

₹6,000

Expense Ratio

1.73%

Note: All facts and figures are updated as of 03/03/2021. While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

Cube's Mutual Fund Advisor

Cube has an exclusive tie-up with WEALTH FIRST, an investment advisory firm that was founded in 2001. WF offers Wealth Management Solution to High Net worth Individuals, Family Offices, Corporates and Institutions (Read More About Our Advisor). They have an incredible 19-year track record of beating the average mutual fund by ~50%.


About Axis Focused 25 Fund

Mr. Jinesh Gopani has been managing the fund since the 7th of June 2016 with a wealth of past experience of portfolio management with Birla Sunlife AMC. Mr. Gopani also manages Axis Long Term Equity Fund, Axis Emerging Opportunities Fund Series 1 &2, Axis Growth Opportunities Fund - Regular Plan, and others.

Axis Focused 25 Fund - Regular Plan - is an open-ended Equity and Equity Related Mutual Fund Scheme that was launched on the 29th of June 2012. The fund’s current AUM stands at ₹13,660 Cr.

Primary Investment Objective

Generate long-term capital appreciation creation by investing in a multi-cap based concentrated portfolio of stocks in up to 25 companies.

Summary

Axis Focused 25 Fund - Regular Plan is a moderately high-risk investment scheme that can drive long term capital growth over 5+ years (10.83%). The fund manager has the freedom to invest in a plethora of diverse stocks based on one objective - maximizing profits. 

Since this is a multi-cap fund, it is advisable to consult an expert to invest according to your risk profile and investment goals.

Download the Cube Wealth App or Speak to a Wealth Coach today to know more.

Also read our blogs on:

1. Mirae Asset Focused Fund - Regular Plan

2. Canara Robeco Emerging Equities Fund - Regular Plan

3. Axis Liquid Funds

4. Kotak Emerging Equity Fund - Regular Plan

Shriram Shekhar
Shriram is a Consultant at CubeWealth. He has developed cutting edge IT products for over 2 years before turning to his passion for the written word. His love for philosophy, developing products, and empowering people through quality content is what got him to CubeWealth.

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