Axis Focused 25 Fund – Direct Plan – Growth
Axis Focused 25 Fund – Direct Plan – Growth
Axis Focused 25 Fund development is a mutual fund provided by Axis Mutual Fund. This fund is part of the Fairness – Centered Fund class, which invests in a most of 25 shares, with a concentrate on high-growth corporations. The fund’s goal is to supply long-term capital appreciation by investing in a diversified portfolio of fairness and equity-related securities of corporations which have the potential to develop quicker than the common firm.
The fund follows a targeted method the place it invests in a most of 25 shares with a high-growth potential. The fund managers use a mix of quantitative and qualitative evaluation to judge corporations and choose people who have the potential to develop quicker than the common firm. The fund may additionally make investments a portion of its property in large-cap corporations.
Axis Focused 25 Fund – Direct Plan – Growth has a reasonably high-risk profile
As targeted funds are extra risky than diversified funds. Nevertheless, the potential for greater returns compensates for the upper danger. It is very important be aware that mutual funds are topic to market dangers, and the worth of the items could go up or down relying on the efficiency of the underlying corporations within the portfolio.
The direct plan of a mutual fund refers to a plan the place the investor buys the items instantly from the AMC (Asset Administration Firm) as a substitute of by way of a distributor or agent. The direct plan normally has a decrease expense ratio than the common plan, resulting in greater returns for the investor.
It’s all the time advisable to seek the advice of a monetary advisor earlier than investing in any mutual fund and to grasp the fund’s funding technique, danger profile, previous efficiency and different particulars.
Axis Focused 25 Fund – Direct Plan – Growth Development Team
Development has a comparatively quick observe document, as it’s a new fund. Nevertheless, the fund’s efficiency has been comparatively robust, outpacing its benchmark and friends within the quick interval since its launch. Nevertheless, you will need to be aware that previous efficiency isn’t a assure of future outcomes and the fund’s efficiency could also be affected by varied elements similar to market circumstances, financial developments, and company-specific occasions.
The fund’s portfolio is diversified throughout varied sectors similar to client items, monetary companies, healthcare, and expertise. The fund managers use a bottom-up method to determine corporations with robust fundamentals and development potential. The fund’s portfolio is actively managed and could also be topic to frequent adjustments.
The fund is appropriate for traders who’re in search of a growth-oriented funding choice and are prepared to tackle a reasonable to excessive stage of danger. It is very important be aware that mutual funds are long-term investments, and the fund’s efficiency needs to be evaluated over a interval of 3-5 years or extra to get a greater sense of its efficiency. The direct plan of the fund could also be extra appropriate for traders who’re comfy investing instantly with the fund home and are prepared to trace the investments on their very own.
It’s all the time advisable to seek the advice of a monetary advisor earlier than investing in any mutual fund, particularly when you’re new to investing, and to grasp the fund’s funding technique, danger profile, previous efficiency and different particulars, so that you could make an knowledgeable funding choice.
RETURNS (NAV as on thirteenth January, 2023) Axis Focused 25 Fund
| Interval Invested for | ₹10000 Invested on | Newest Worth | Absolute Returns | Annualised Returns | Class Avg | Rank inside Class |
|---|---|---|---|---|---|---|
| 1 Week | 06-Jan-23 | 10000.00 | – | – | 0.41% | 25/26 |
| 1 Month | 13-Dec-22 | 9428.50 | -5.71% | – | -3.68% | 26/26 |
| 3 Month | 13-Oct-22 | 9594.50 | -4.05% | – | 3.23% | 26/26 |
| 6 Month | 13-Jul-22 | 10146.10 | 1.46% | – | 10.84% | 25/25 |
| YTD | 30-Dec-22 | 9687.30 | -3.13% | – | -0.87% | 26/26 |
| 1 Yr | 13-Jan-22 | 8163.00 | -18.37% | -18.37% | -2.66% | 25/25 |
| 2 Yr | 13-Jan-21 | 10262.20 | 2.62% | 1.30% | 13.51% | 23/23 |
| 3 Yr | 13-Jan-20 | 12672.20 | 26.72% | 8.21% | 15.84% | 20/20 |
| 5 Yr | 12-Jan-18 | 15103.50 | 51.03% | 8.59% | 10.42% | 13/16 |
| 10 Yr | 11-Jan-13 | 36245.80 | 262.46% | 13.73% | 14.69% | 9/12 |
| Since Inception | 02-Jan-13 | 36709.30 | 267.09% | 13.84% | 14.64% | 17/25 |
Returns Calculator Detailed Returns Evaluation
SIP RETURNS (NAV as on thirteenth January, 2023) Axis Focused 25 Fund
| Interval Invested for | ₹1000 SIP Began on | Investments | Newest Worth | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Yr | 13-Jan-22 | 12000 | 11272.4 | -6.06 % | -10.98 % |
| 2 Yr | 13-Jan-21 | 24000 | 22375.19 | -6.77 % | -6.57 % |
| 3 Yr | 13-Jan-20 | 36000 | 38668.91 | 7.41 % | 4.69 % |
| 5 Yr | 12-Jan-18 | 60000 | 73904.06 | 23.17 % | 8.26 % |
| 10 Yr | 11-Jan-13 | 120000 | 232412.53 | 93.68 % | 12.68 % |
Funding Technique: Axis Focused 25 Fund – Direct Plan – Growth
The Axis Centered 25 Fund – Direct Plan – Development follows a targeted method, the place it invests in a most of 25 shares with a high-growth potential. The fund managers use a mix of quantitative and qualitative evaluation to judge corporations and choose people who have the potential to develop quicker than the common firm. The fund’s portfolio is diversified throughout varied sectors similar to client items, monetary companies, healthcare, and expertise. The fund may additionally make investments a portion of its property in large-cap corporations.
Threat Profile: Axis Focused 25 Fund – Direct Plan – Growth
The Axis Centered 25 Fund – Direct Plan – Development has a reasonably high-risk profile, as targeted funds are extra risky than diversified funds. Nevertheless, the potential for greater returns compensates for the upper danger. It is very important be aware that mutual funds are topic to market dangers, and the worth of the items could go up or down relying on the efficiency of the underlying corporations within the portfolio.
Previous Efficiency: Axis Focused 25 Fund – Direct Plan – Growth
The fund’s efficiency has been comparatively robust, outpacing its benchmark and friends within the quick interval since its launch. Nevertheless, you will need to be aware that previous efficiency isn’t a assure of future outcomes and the fund’s efficiency could also be affected by varied elements similar to market circumstances, financial developments, and company-specific occasions.
Suitability: Axis Focused 25 Fund – Direct Plan – Growth
The Axis Centered 25 Fund – Direct Plan – Development is appropriate for traders who’re in search of a growth-oriented funding choice and are prepared to tackle a reasonable to excessive stage of danger. It is very important be aware that mutual funds are long-term investments, and the fund’s efficiency needs to be evaluated over a interval of 3-5 years or extra to get a greater sense of its efficiency. The direct plan of the fund could also be extra appropriate for traders who’re comfy investing instantly with the fund home and are prepared to trace the investments on their very own.
It’s all the time advisable to seek the advice of a monetary advisor earlier than investing in any mutual fund, particularly when you’re new to investing, and to grasp the fund’s funding technique, danger profile, previous efficiency and different particulars, so that you could make an knowledgeable funding choice.
Incessantly Requested Questions (FAQs)
Q: What’s the Axis Centered 25 Fund – Direct Plan – Development?
A: The Axis Centered 25 Fund – Direct Plan – Development is a mutual fund provided by Axis Mutual Fund. This fund is part of the Fairness – Centered Fund class, which invests in a most of 25 shares, with a concentrate on high-growth corporations. The fund’s goal is to supply long-term capital appreciation by investing in a diversified portfolio of fairness and equity-related securities of corporations which have the potential to develop quicker than the common firm.
Q: What’s the funding technique of the fund?
A: The fund follows a targeted method the place it invests in a most of 25 shares with a high-growth potential. The fund managers use a mix of quantitative and qualitative evaluation to judge corporations and choose people who have the potential to develop quicker than the common firm. The fund’s portfolio is diversified throughout varied sectors similar to client items, monetary companies, healthcare, and expertise. The fund may additionally make investments a portion of its property in large-cap corporations.
Q: What’s the danger profile of the fund?
A: The Axis Centered 25 Fund – Direct Plan – Development has a reasonably high-risk profile, as targeted funds are extra risky than diversified funds. Nevertheless, the potential for greater returns compensates for the upper danger. It is very important be aware that mutual funds are topic to market dangers, and the worth of the items could go up or down relying on the efficiency of the underlying corporations within the portfolio.
Q: What’s the previous efficiency of the fund?
A: The fund’s efficiency has been comparatively robust, outpacing its benchmark and friends within the quick interval since its launch. Nevertheless, you will need to be aware that previous efficiency isn’t a assure of future outcomes and the fund’s efficiency could also be affected by varied elements similar to market circumstances, financial developments, and company-specific occasions.
Q: Who ought to put money into the fund?
A: The Axis Centered 25 Fund – Direct Plan – Development is appropriate for traders who’re in search of a growth-oriented funding choice and are prepared to tackle a reasonable to excessive stage of danger. It is very important be aware that mutual funds are long-term investments, and the fund’s efficiency needs to be evaluated over a interval of 3-5 years or extra to get a greater sense of its efficiency. The direct plan of the fund could also be extra appropriate for traders who’re comfy investing instantly with the fund home and are prepared to trace the investments on their very own. It’s all the time advisable to seek the advice of a monetary advisor earlier than investing in any mutual fund and to grasp the fund’s funding technique, danger profile, previous efficiency and different particulars.
