Axis Focused 25 Fund – Direct Growth Basic Details :
If you look into the basic details of the funds, last 1 year’s returns were 8% for Axis focused 25 funds Direct growth is 8.11% compared to 15.82% for Benchmark returns which is very low. The fund has delivered 50% lower returns than S&P Bse 500 TRI in the last 1 year.
And the Assets under management of the fund are 15,267Cr, which is decent.
| Scheme name | Category | Expense Ratio | 1Yr Return | NAV₹ | Assets₹ |
| Axis Focused 25 Fund - Growth - Direct Plan | Equity - Focused Fund | 0.72% | 8.11% | 45.61 | 15,267Cr |
| Scheme name | Latest Nav | Previous Nav | 52 Week NAV High | 52 Week NAV Low | |
| Axis Focused 25 Fund - Growth - Direct Plan | 45.61 | 44.90 | 48.10 | 40.08 |
Axis Focused 25 Fund – Direct Growth Performance:
| Fund name | YTD | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Focused 25 Dir | 2.61 | 8.11 | 20.20 | 9.34 | 13.82 | 14.32 |
| S&P BSE 500 TRI | 0.99 | 15.82 | 29.66 | 12.51 | 14.51 | 14.25 |
Except in the last 10 years, the fund has displayed poor growth in the last 7,5,3,1 years.
Particularly for 3 years time period, Axis focused 25 fund has delivered 10% lower returns than its benchmark.
This means that the fund is not a good investment for the future, and people who have already invested should get their money out as soon as possible. It’s going to be very hard for the fund to bounce back from this point. In order to do better than the market, the fund would have to deliver more than 100% returns compared to the benchmark, which is not an easy thing to do.
Is Axis Focused 25 Fund a Worst Fund Before?
No, It Isn’t
The Axis Focused 25 Fund had a strong track record and provided impressive returns to investors until 2021. However, the fund’s recent front-running issue significantly impacted its growth, resulting in a decline. Unfortunately, the fund performed poorly in the market, experiencing a significant setback.
| Return as on 31-Dec-2020 | 1 Year (%) | 3 Years (%) | 5 Years (%) | 7 Years (%) |
| Axis Focused 25 Fund-Reg(G) | 21.01 | 11.77 | 16.21 | 17.3 |
| NIFTY 500 | 16.67 | 6.67 | 11.36 | 12.94 |
The Axis Focused 25 Fund demonstrated exceptional returns until 2021 and was considered a suitable choice for investors with an aggressive risk appetite. However, it is important to regularly review our investment portfolio in mutual funds since there is an expiry date for the performance of any Mutual Fund. Timely monitoring will help to maximize returns and eliminate underperforming funds from the portfolio.
For a continuous period of seven years since its inception, the fund consistently delivered outstanding returns. However, starting in 2022, the fund experienced a decline in performance. It can be easily anticipated that generating better returns in the future will be challenging for the fund.
Axis Focused 25 fund 10 Year rolling returns
| 10 Year Rolling Returns | |||
| Fund Name | Average | Maximum | Minimum |
| Axis Focused 25 Fund-Reg(G) | 13.48 | 15.46 | 11.85 |
| NIFTY 500 | 12.82 | 14.03 | 11.94 |
| 5 Year Rolling Returns | |||
| Fund Name | Average | Maximum | Minimum |
| Axis Focused 25 Fund-Reg(G) | 14.9 | 23.78 | 3.79 |
| NIFTY 500 | 11.84 | 19.79 | -2.26 |
| 3 Year Rolling Returns | |||
| Fund Name | Average | Maximum | Minimum |
| Axis Focused 25 Fund-Reg(G) | 14.76 | 25.53 | 1.16 |
| NIFTY 500 | 12.23 | 32.14 | -7.49 |
| 1 Year Rolling Returns | |||
| Fund Name | Average | Maximum | Minimum |
| Axis Focused 25 Fund-Reg(G) | 15.58 | 75.58 | -20.27 |
| NIFTY 500 | 14.58 | 98.9 | -34.28 |
If you look at the rolling returns of the fund, it will be challenging to identify the downfall of the fund because rolling returns calculate fund the fund returns from inception, and the recent decline cannot be identified by checking the longer time rolling returns.
Therefore, it is unwise to rely solely on rolling returns when evaluating the fund’s performance. Instead, it is important to consider both the fund’s recent years’ performance and its overall track record to gain a clear understanding of its behavior. This comprehensive analysis will provide a more accurate assessment of the fund’s current state.
Conclusion :
- The fund had a strong performance history, but its recent decline makes it an unfavorable investment choice.
- The fund’s rating has dropped from 5 stars to 1 star. Mutual fund performance is not consistent over the long term, and it is advisable to sell the fund if it is underperforming. This applies to other mutual funds as well.
- Relying solely on rolling returns does not provide a comprehensive understanding. It is important to consider the fund’s performance in recent years for a more accurate analysis.
