Fund has 93.13% investment in indian stocks of which 69.92% is in large cap stocks, 14.41% is in mid cap stocks.
Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.
Scheme Objective
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Scheme Details
- Fund manager(s) – Hitesh Das , Jinesh Gopani
- Launch date – 29-Jun-2012
- Expense ratio – 1.86% as declared on 31-Aug-2021 (category average is 2.21%)
- Benchmark - Nifty 50 TRI
- Min SIP amount - ₹500
- Min investment amount (one time- first time) - ₹5000
- Min investment amount (addtional purchase) - ₹100
- Type : Open Ended Fund. You can invest any time in this fund.
Exit Load
Axis Focused 25 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
ax Rate
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Contact Details
Kampur Bus Syndicate, Kampur Town, Nagaon Assam, Pin 782426
Tel no.: 9954952328
