This blog will look at some facts and figures on Axis Focused 25 Fund. We recommend youSpeak To A Cube Wealth Coachto 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.
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Mutual Fund Name
Axis Focused 25 Fund
Open-ended Equity & Equity related scheme
Date of Inception
Axis Focused 25 Fund NAV
Nifty 50 TRI
Minimum Investment Amount in Cube
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.
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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.
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.
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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