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Portfolio Characteristics of Axis Focused 25 Fund

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Last Updated: Mar 29, 2020, 11.05 PM IST
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Axis Focused 25 Fund is an open ended equity scheme investing in maximum 25 stocks investing in large cap, mid cap and small cap companies. The scheme invests in a concentrated portfolio of high conviction ideas (up to 25). It Focus on companies that has the capability to sail through their business cycles without being affected by short term market volatility.

Following are the portfolio characteristics of Axis Focused 25 Fund:

  • Number of Stocks – 24
  • Market Cap Mix:
    • Large Cap – 75%
    • Midcap Mix – 19%
  • Top 10 Stocks (% of Portfolio) – 68%
  • Matched Portfolio – 36%
  • Stocks outside Benchmark – 11 Stocks (36%)

Top 5 stocks outside benchmark & their weight:

  1. Avenue Supermarts Limited – 6.3%
  2. Pidilite Industries Limited – 6.0%
  3. Supreme Industries Limited – 5.0%
  4. Gruh Finance Limited – 4.1%
  5. Info Edge (India) Limited – 4.0%

Source: ValueFY, ACEMF

Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager’s view of the equity markets. Market Caps are based on SEBI AMFI guidelines on market capitalization. Past performance may or may not be sustained in the future. Stock(s) / Issuer(s)/ Top stocks with increased or decreased exposure mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation to buy/sell/ hold. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time.

Data updated as on 30th Sep 2019

Disclaimer: Past performance may or may not be sustained in the future. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.


Disclaimer: Content Produced by Axis Mutual Fund

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