Equity mutual funds mainly invest in equity and equity related instruments for income generation. These are a pool of professionally managed funds that invest in large, mid and small cap company stocks and other equities depending on the nature of the scheme, its asset allocation strategy and its risk profile. An equity mutual fund is ideal for targeting your life’s long-term financial goals for a number of reasons. First, equity investments are affected by daily market turmoil, making them a volatile investment for short-term investors. However, equity schemes have been optimistic in offering good capital sentiment over the long term. Some also believe that in addition to helping with wealth creation, investors with a longer investment horizon may also be able to beat inflation.

Another advantage of investing in equity mutual funds is that they provide a large amount of liquidity for retail investors. Except ELSS, most equity mutual funds do not have a lock-in period. Since there is no lock-in period, an investor can choose to redeem his equity mutual fund units, depending on his income requirements. Only tax saving schemes like ELSS come with a mandatory lock-in period of three years. If you opt out of ELSS, investors can liquidate their equity mutual fund investments in a simple and easy manner. Depending on your current income requirements, you can choose to redeem on select units while the balance is reinvested. Capital accretion is transferred. Under normal circumstances, the AMC will remit the redemption amount within 10 business days from the date of receipt of the request from the mutual fund holder. Investors are free to stop their investments in Equity Mutual Funds if the scheme in which they have invested is performing poorly or is not performing as per their expectations. Further, investors can either choose to stay invested till the performance of the scheme is back on track or all units can be redeemed immediately after stopping the investment. It is better to stay invested when the scheme is underperforming rather than redeeming your units as it can only lead to losses.

Target long term financial goals with Axis Focused 25 Fund

Axis Focused 25 Fund is an open ended equity scheme that invests in maximum 25 stocks of Large Cap, Mid Cap and Small Cap companies.
Axis Focused 25 Fund
To generate long-term capital appreciation by investing in a focused portfolio of equities and equity-related instruments of up to 25 companies.

Features of Axis Focused 25 Fund

• Axis Focused 25 Fund is a scheme that invests in a focused portfolio of high conviction views (up to 25).
• Axis Focused 25 Fund focuses on companies that have the potential to move through their business cycles without being affected by short term market volatility.
• While Axis Focused 25 Fund offers the advantage of high risk exposure to the best ideas, the portfolio is well diversified across all sectors to manage the risk.
• Axis Focused 25 Fund invests in equities, which as an asset class have the potential to beat inflation and generate long-term wealth.
• Axis Focused 25 Fund can help an investor to achieve his long term investment goals like education of children and their future, retirement or any other long term growth which requires wealth creation planning.

Current Investment Strategy Adopted by Axis Focused 25 Fund

• The fund manager runs a high conviction portfolio, which contains the best ideas of the fund manager, and invests in a maximum of 25 stocks.
• Despite the concentrated portfolio, appropriate diversification and a focus on risk management have kept the fund’s risk inherent relative to the benchmark.
• The stock selection approach focuses on businesses where earnings can grow at a much higher rate than peers due to the superior quality of their business model.
• The fund has maintained a broadly stable portfolio over the past few months.

Consider starting a SIP in Axis Focused 25 Fund

Systematic Investment Plan, abbreviated as SIP, is an easy and hassle-free way to invest in mutual funds these days. The term SIP has become so synonymous with mutual fund investing these days that a lot of investors feel
sip
And mutual funds are similar. With SIP, all the investors have to do is complete all the pre-investment formalities and decide on a monthly SIP amount, which they feel comfortable investing in from time to time. Once you are a KYC compliant individual, a predetermined amount is debited from the investor’s savings account on a specified date every month and electronically transferred to the fund. SIP is ideal for those who want to develop the discipline of saving regularly.

Axis Focused 25 Fund

An open ended equity scheme that invests in maximum 25 stocks of large cap, mid cap and small cap companies

Mutual fund investments are subject to market risks, read all the documents related to the scheme carefully.