Axis Focused 25 Fund - Portfolio Strategy

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. While this fund offers the benefit of higher exposure to the best ideas, portfolio is well diversified across sectors to manage risk. This enjoys the asset class benefit; Equity as an asset class holds potential to beat inflation and generate long term wealth. This scheme is suitable for investors with have long-term goals such as children’s education & their future, retirement or any other long term growth that needs wealth creation plan.
Portfolio Strategy of Axis Focused 25 Fund:
Porfolio of the fund is designed to generate risk adjusted returns over market cycles. The fund manager looks at 3 broad buckets while constructing the portfolio. Core Portfolio:

• Allocation: 50-60%
• Steady compounders generating reasonable returns with low volatility
• Horizon: Medium term (3-5 years).

Alpha Portfolio:

• Allocation: 20-25%
• Companies having cyclical tailwind
• Horizon: 18-24 months

Emerging themes:

• Allocation: 20-25%
• Generating break-out growth going forward.
• Horizon: Long term 5+years

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

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