Axis Focused 25 Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 24.28 | 6.79 | 12.43 | 10.94 |
Average Rolling Returns(%) | 15.51 | 14.75 | 14.30 | 14.45 |
The Current NAV of Axis Focused 25 Fund - Regular Plan - Growth is ₹48.60.
Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Axis Focused 25 Fund - Regular Plan - Growth fund’s expense ratio is 1.73%
The process for redemption is
The AUM of Axis Focused 25 Fund - Regular Plan - Growth is currently ₹13,538 Crores.
The Top three stocks are TCS, Bajaj Finance and Pidilite Inds. and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 36% and 61% of fund’s portfolio respectively.
Top three sectors of Axis Focused 25 Fund - Regular Plan - Growth fund are BFSI, IT and Construction & Infrastructure accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis Focused 25 Fund - Regular Plan - Growth Fund is Equity - Focused Fund.
Sachin Relekar and Hitesh Das manage the Axis Focused 25 Fund - Regular Plan - Growth Fund.
Axis Focused 25 Fund - Regular Plan - Growth current PE ratio is 61.23 and PB ratio is 8.07
The asset allocation of Axis Focused 25 Fund - Regular Plan - Growth is Stocks : 95.77%, Debt : 2.35% and Gold : 1.88%
The minimum SIP amount for Axis Focused 25 Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis Focused 25 Fund - Regular Plan - Growth is Nil for 10% of investments and 1% for remaining investments on or before 12 months, Nil after 12 months