Fund Review - Axis Focused 25 Fund

India Infoline News Service | Mumbai | October 21, 2017 12:00 IST

The fund invests in high conviction stocks with clean balance sheet, sustainable profit growth and cash flows, and has credible management. The fund’s focus is to invest in sustainable growth stocks with maximum limit of 25 stocks at any time.

Axis Bank

Axis Focused 25 Fund is an equity mutual fund which has mandated to select companies from top 200 companies based on market capitalization.

The fund invests in high conviction stocks with a clean balance sheet, sustainable profit growth, and cash flows, and has credible management.

The fund’s focus is to invest in sustainable growth stocks with a maximum limit of 25 stocks at any time.

As on September 2017, the fund has invested ~57% of its corpus in large-cap stocks and ~30% in mid-cap stocks.

The fund has increased its holdings in private banks, auto ancillary, NBFC while deduces it holding in automobiles – passenger and finance – investment.

Top 5 Sectors

% Asset

% MoM

Bank - Private

16.06

3.23

Auto Ancillary

10.51

3.73

Automobiles - Passenger

6.96

-4.52

Finance - NBFC

6.84

19.82

Finance - Investment

6.12

-13.68

Allocation as of September 2017


In the last 5 years, the fund has consistently outperformed its benchmark, Nifty 50, and category return.

Scheme Name

1 Year

3 Years

5 Years

Axis Focused 25 Fund(G)

25.9

18.3

18.1

NIFTY 50

18.5

8.9

12.3

Category Return

19.0

13.0

15.8

Returns less than 1 year are absolute; Returns greater than 1 year are CAGR

Returns as on October 13, 2017; Source: ACE MF

Aggressive investors who desire to take exposure in high conviction large-cap and mid-cap growth stocks can invest in the fund to create wealth in long term.

 

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