FAQ : Axis Focused 25 Fund - Regular Plan - Growth

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.