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(%) | 34.63 | 9.42 | 12.62 | 11.82 |
Average Rolling Returns(%) | 15.66 | 14.70 | 14.29 | 14.36 |
The Current NAV of Axis Focused 25 Fund - Regular Plan - Growth is ₹48.80.
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 ₹14,087 Crores.
The Top three stocks are Bajaj Finance, TCS and Avenue Supermarts and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 62% 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 53% 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 63.96 and PB ratio is 8.65
The asset allocation of Axis Focused 25 Fund - Regular Plan - Growth is Stocks : 92.57%, Debt : 5.84% and Gold : 1.59%
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