Axis Focused Fund Direct Growth

The Axis Focused 25 Fund is a direct equity mutual fund that invests in a carefully selected portfolio of 25 high-quality Indian companies which have a potential of providing strong returns. The fund has a higher exposure to sectors such as financial services and consumer goods which generally form the top 25% of the Nifty50 index. Some of the top holdings of the fund include companies like HDFC Bank, Reliance Industries, Infosys, and Bajaj Finance.

The fund is suitable for investors who are looking for a safe investment avenue which provides stable returns with minimal risk as the companies the fund invests in are fundamentally strong.

1. Axis Focused Fund Direct Growth has ₹13356 Cr worth of assets under management (AUM) as on Oct 2024 and is more than category average.
2. The fund has an expense ratio 0.8.
   

Axis Focused Fund Direct Growth has given a CAGR return of 14.72% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 21.91%, 3.66% and 12.59% respectively.

Axis Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Communication, Basic Materials, Industrial, Health, Utilities, Tech, Real Estate, Consumer Defensive. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Torrent Power Ltd, Tata Consultancy Services Ltd, Bajaj Finance Ltd

As it is a focused fund mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Focused Fund Direct Growth has no lock in period.