Mutual Funds Research

Axis Focused 25 Fund – Key Facts

Axis Focused 25 Fund is a multi-cap equity scheme that invests in a maximum of 25 stocks of large-cap, mid-cap, and also in small-cap companies.

Further, the fund aims to generate long-term capital appreciation by investing in a concentrated portfolio of equity & equity-related instruments of up to 25 companies. While this fund offers the benefit of higher exposure to the best ideas, the portfolio is well diversified across sectors to manage risk.

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(A) Basic Details Axis Focused 25 Fund

(B) Returns Generated by Axis Focused 25 Fund

Axis Focused Fund-  Returns
Axis Focused Fund- SIP performance
Axis Focused Fund- Lumpsum Performance

(C) Risk Measures

(D) Investment Details

Axis Focused Fund- Investment Details

(E) Portfolio of the Fund

Axis Focused Fund- Top 10 Holding

(F) Asset Allocation

Axis Focused Fund- Sectors
Axis Focused Fund- Asset allocation
Axis Focused Fund- Portfolio Aggregates

(G) Investment Style

Axis Focused 25 Fund is an equity mutual fund that falls under the focused fund category. Focused funds are those equity mutual funds that target up to 30 stocks to build their investment portfolio. Here, the fund manager can only shuffle between 30 company stocks to help the scheme achieve its investment objective. Although the focused fund has a concentrated portfolio limiting to 30 stocks, the fund can invest across market capitalization.

(H) Why Axis Focused 25 Fund

It is a scheme that invests in a concentrated portfolio of high conviction ideas (up to 25).

Fund also focuses on companies that have the capability to sail through their business cycles without being affected by short-term market volatility. It also invests in equity, which, as an asset class holds the potential to beat inflation and generate long-term wealth.

(I) Fund Manager: Mr Jinesh Gopani

Managing the scheme since 07-Jun-2016

Mr. Gopani is a B. Com (H) also done his MMS from Bharati Vidyapeeth Institute of Management Studies and Research.

Experience:

Prior to joining Axis AMC he worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited, and Net worth Stock Broking Limited.

(J) Taxability of earnings

Capital Gain:

  • If the mutual fund units sold after 1 year from the date of investment, gains up to Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh taxed at the rate of 10%.
  • Further, fund units sold within 1 year from the date of investment, the entire amount of gain is taxed at the rate of 15%.

No tax is paid when you continue to hold the units.

Dividends:

Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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References:  Annual Reports, News Publications, Investor Presentations, Corporate Announcements, Management Discussions, Analyst Meets & Management Interviews, Industry’s Publications.

Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.

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