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.
1. Are there any tax benefits associated with this fund?
Ans. Investments in equity mutual funds like Axis Focused 25 Fund - Regular Plan may be eligible for long-term capital gains tax exemption if held for more than one year. However, tax laws can change, so it's essential to consult a tax advisor.
2. . How does the fund manager make investment decisions?
Ans. The fund manager of Axis Focused 25 Fund - Regular Plan conducts research and analysis to select high-conviction stocks in line with the fund's investment objective. Their decisions are based on their expertise and market conditions.
3. Can I redeem my investment before the minimum holding period?
Ans. Yes, you can redeem your investment in Axis Focused 25 Fund - Regular Plan before the minimum holding period (usually 1 year). However, doing so might result in short-term capital gains tax, and it may not align with the fund's investment strategy.
4. What is the historical performance of this fund?
Ans. The past performance of a mutual fund does not guarantee future results. It's important to review the fund's historical performance as one of several factors in your investment decision.
Should You Invest In Axis Focused 25 Fund - Regular Plan?
Investing in Axis Focused 25 Fund - Regular Plan can be a suitable choice for investors seeking a focused portfolio of high-conviction stocks and are comfortable with a higher level of risk. However, it's essential to evaluate whether this fund aligns with your financial goals, risk tolerance, and investment horizon.
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