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Overview of Axis Focused 25 Fund

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27 Mar, 2020
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Axis Focused 25 fund is an open ended equity scheme which invests in maximum 25 stocks of large cap, mid cap and small cap companies. Those investors who aims to create wealth and take advantage of equity investments, then you need to start investing. There are number of investment products in the market, few are linked to equity market, while few are independent of equity market. That’s the reason, sometimes, picking the right fund can become a tedious task. No matter where you decide to invest, make sure that you always have a defined financial goal. This way, you will have a target in mind, and you will have a fair idea of how much money you need to invest regularly in order to achieve or get near to your targeted corpus.

Where does the fund focus?:

Portfolio focus:

It has a compact portfolio with max 25 companies

Diversified across market cap

Risk management focus:

It aims for lower standard deviation and beta with tight tracking error as compared to the benchmark

What do we look for?

Target for companies that deliver ROE/ROCE’s over the medium to long term on a sustained basis

What do we avoid?

We typically avoid PSUs

Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager’s view of the equity markets.

Investors with moderately high risk appetite who are seeking capital appreciation through long term equity investment can consider investing in equity fund like Axis Focused 25 Fund. This Axis Focused 25 Fund aims to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.


<p style="font-style:italic; border-bottom:0 font-size: 15px;">Disclaimer: Content Produced by Axis Mutual Fund</p>
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