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Axis Focused 25 Fund

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It is a concentrated equity fund and will invest in 25 stocks from amongst the top 200 companies of the country.

Axis Focused 25 Fund is another equity fund with focused approach launched by Axis Mutual Fund. It will be an open-ended equity scheme and will invest in 25 companies chosen from the top 200 (according to market capitalisation). It is the seventh such fund in this category.

 

Investment Objective & Strategy
The fund seeks to generate long term capital appreciation by investing 65-100% in equities. 90-100% of the equity investment would be in companies forming the top 200, while the rest can go to those outside it. Debt allocation will vary between 0-35%. The fund manager will follow a bottom-up stock selection approach focusing on appreciation potential of individual stocks from a fundamental perspective. Usually, Axis AMC employs a "fair value" based research process for its schemes to analyse the appreciation potential of each stock in its universe. Fair Value is a measure of the intrinsic worth of a company.

 

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1-Yr Return

3-Yrs Return

YTD Return

AAUM (Rs Cr)

DSPBR Focus 25

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ICICI Prudential Focused Bluechip Equity

May-08

-1.57

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JM Core 11

Mar-08

-13.08

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Reliance Quant Plus Retail

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Sahara Super 20

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-1.85

-

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Returns (%) as on June 19, 2012, AAUM as on March 31, 2012

 

Fund Manager
Mr. Pankaj Murarka will be the fund manager. He holds a B.Com degree and is an ACA. Mr. Murarka has worked with UTI AMC, Motilal Oswal Securities Ltd., Rare Enterprises, DSP Merrill Lynch and Pipal Capital Management Pvt. Ltd. He joined Axis AMC in November 2009 as Equity Fund Manager. He also manages Axis Midcap, Income Saver and Axis Equity Fund with other fund managers.

 

Fund House
Axis Mutual Fund has been around for more than two and half years. Its assets under management as on March 31, 2012 were Rs 8,874 crores and it is the 15th largest fund house in the country.

 

Basic Details
NFO Opens: June 11, 2012
NFO Closes: June 25, 2012
NFO Price: Rs.10 per unit
Options: Growth & Dividend (with payout & re-investment option)
Minimum Application Amount: Rs.5000/-
Exit Load: 1% if redeemed/switched-out within 1 year of allotment
Benchmark: S&P CNX Nifty Index (Primary), BSE 200 (Additional)
Fund Managers: Pankaj Murarka

 

 

 

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