It is the annual fee that a Fund charges for managing the assets. Company: Morningstar India Private Limited; Regd. when it's likely to perform better or to underperform), and therefore, retained investors OR, Investors' have sold the Fund during the Fund's underperformance, did panic-selling and/or bought back post its outperformance, for the fear of missing the opportunity OR, Investors received poor advice from Mutual Fund Distributor or there was a lack of good zero-conflict advice.
Therefore, we have provided this data for 10 years, with colour-codes. You must look at quality of underlying assets and future returns of a Fund, Funds are suggested as a combination, customisation is nil to low, Kuch Hi Mutual Funds 'Aapke liye' Sahi Hai (Only a few are Right for You). Compare with top Equity / Focused Fund funds. Axis Focused 25 Fund - Direct Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. It has 85% Green stocks, and 88% Large-cap stocks. Principal Focused Multicap Fund- Direct Plan - Growth Option. Axis Focused 25 Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Jinesh Gopani is the Current Fund Manager of Axis Focused 25 Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,372 Cr and the Latest NAV as of 25 Sep 2020 is ₹31.33. We are a Fiduciary Advisor. Morningstar India Private Limited, its affiliates, and their officers, directors and employees shall not be responsible or liable for any trading decisions, damages or other losses resulting from, or related to, the Star Rating, or the mutual fund schemes featured herein, or their use. Alpha is the difference between the returns earned by a Fund and its Benchmark Index over a given period. If the Benchmark Returns are negative, but Fund Returns are less negative (i.e. Invest online in Axis Focused 25 Growth Direct Plan. Want to know if Axis Focused 25 Fund is right? Axis Focused 25 Fund - Direct Plan - Growth. You must also look at portfolio composition across market capitalisation i.e. So, if a Fund has been performing good in recent times, its past Returns for various periods will always look good, and vice versa.

The Fund Manager has not communicated the Fund's strategy (i.e. over & above the Benchmark Returns). Find out Axis Focused 25 Fund - Direct Plan asset allocation, Axis Focused 25 Fund - Direct Plan NAV range, Axis Focused 25 Fund - Direct Plan performance, returns and more. high risks-high returns. Featured . A Fund chooses a Benchmark based on the part of the market it wishes to invest in. This is grossly inadequate. 1M. It includes management fees, administrative fees, operating costs, and all other asset-based costs of the Fund. Implied Investor Return (IIR) is the approximate actual returns made by Individual Investors based on their entry & exit dates. This fund is likely to have reasonably conservative Investing Strategy. All Rights Reserved.

If the fund holds more mid and small stocks with respect to the Benchmark Index, then the Fund may be taking higher risk than its stated objective. In addition to that, there's always a risk of being misguided by MF Sellers due to their vested interest. In such cases, the Fund's performance should compensate such high risks accordingly (i.e. SIP recommended to ensure discipline to invest. Mutual Fund Distributors (MFDs) and media refer to the Alpha i.e.

Expense ratio is one of the important parameters to check while evaluating Sahi Funds. Higher the Fund's allocation to over-valued stocks, lower its future returns; and higher the allocation to under-valued stocks, higher the future Returns/Upside. 3M. The information, data, analyses and opinions contained herein (“Information”): (1) include the confidential and proprietary information of the Morningstar group; (2) may not be copied or redistributed without prior, written consent of Morningstar; (3) are provided solely for informational purposes; (4) are not warranted to be complete, accurate or timely; and (5) may be drawn from data published on various dates and procured from various sources.
While finding Sahi Funds, you must look at how consistently the Fund has given better returns as compared to its Benchmark Index. Fund is likely to fall lesser than the market. Regular Direct. While the discipline of SIP is imperative for success in investing, committing money to a specific Mutual Fund, immaterial of its price and market levels, can be very sub-optimal. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No. Fund Returns is the returns generated by the Fund over a given period. Please read all relevant issue documents pertaining to the mutual fund schemes concerned, including without limitation, the detailed risks involved in the investment, before making an investment decision. We started in 2008 with the mission to make 'wealth-creation thru' investing' safe and simple for Retail Investors—make it easy for customers to manage a large portion of their Investable Surplus through our solutions as one portfolio, just like family offices/UHNIs. MoneyWorks4me.com is India's 1st Technology-assisted Multi-asset Fiduciary Portfolio Advisory. Fund House : Axis Mutual Fund. Office: 9th floor, Platinum Technopark, Plot No. The Morningstar name and logo are registered marks of Morningstar, Inc. © 2018 Morningstar. 5Y. Past performance may or may not be sustained in future and is no indication of future performance. INF173K01EK6. And more.. Download our free android app & Build a Wealth-Creating portfolio of stocks...the Safe & Simple way! Thus, we can estimate Potential Upside from the underlying stocks in the Fund portfolio provided the Fund Manager retains the same portfolio. Also, you must buy a Direct Plan to save costs and earn higher returns. Get latest updates on Top Holdings, NAV, Mutual Fund Risk Return Analysis, Fund Manager Details, Comparision with other peers and Portfolio Allocation of Axis Focused 25 Fund Growth Option Regular Plan The Star Rating presented here and the mutual fund schemes featured herein do not constitute investment advice and are not an offer or recommendation to buy or sell the mutual fund schemes concerned; nor may they be construed as a representation regarding the legality of investing in the mutual fund schemes concerned. (Right way to Buy). S&P BSE 200) that reflects general market's performance or particular part of the market. It is expected that a Fund should earn more than its benchmark returns over 3-5 years. Hence, we as a Fiduciary Advisor set to find the Sahi way to invest in Funds, Colour-code is provided to help Investors to shortlist Sahi Funds. The value and income derived from investments may go down as well as up. Large, Mid and Small-cap stocks. 6.88% annual returns, 31.33 NAV. Axis Focused 25 Direct Plan - Growth is a Equity mutual fund scheme from Axis Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Jinesh Gopani.It has an AUM of ₹11,372.39 Crores and the latest NAV decalared is ₹31.560 as on 24 Sep 2020 at 2:56 pm. Using our equity valuation model, we assess a Fund's underlying stocks as under-valued, fairly valued or over-valued. Axis Focused 25 Fund - Direct Plan: Check Axis Focused 25 Fund - Direct Plan Review on The Economic Times. This may indicate that Investors in the fund were not aligned to the investing process followed by the fund. You must look Sahi Funds that are aligned to your risk profile and complements your existing portfolio, No active support to indicate right time or price to buy a Fund. If the Fund is holding a lot of Red stocks, it means it's taking high risks. Axis Focused 25 Fund(G)-Direct Plan - Growth: Get latest Axis Focused 25 Fund(G)-Direct Plan NAV, returns, analysis, performance, top stocks in portfolio & more. Fund's returns likely to be different than its benchmark returns, as Fund's portfolio is significantly different, Currently, MF Investors look at the past performance to compare and select a Fund to invest in. MoneyWorks4me Investment Advisers, B-101, "Signet Corner" Building, Balewadi Phata, Baner, Pune, Maharashtra 411045. Benchmark is typically a popular, market-wide index (e.g. There is a 'Mutual Funds Kharidne ka Sahi Tarika' Potential Upside indicates returns a Fund is likely to generate over next 3 years with the current portfolio from the current prices. However, their end-point is the current price which may be elevated or subdued. Fund Returns over its Benchmark, for past 1Y, 3Y, 5Y, 7Y. higher than the Benchmark Returns), it is still considered as better performance, hence, marked as green. #Based on the Current Portfolio at the Current Prices. Get complete research on Axis Focused 25 Fund Growth Option Regular Plan. We recommend buying Funds at an attractive price, i.e. © Copyright 2020 Morningstar, Inc. All rights reserved. Colour-code is assigned to a Fund based on, Quality of the Underlying Assets in its portfolio: We've a method of fundamental analysis to ascertain quality of stocks based on their '10-Year performance on key parameters' and 'market-capitalisation risk', Magnitude and deviation of Fund's Alpha (Fund Returns-Benchmark Returns) as compared to category peers and, Expense ratio charged by the Fund to generate that extra return (i.e. Restart Subscription at a Price you think is Reasonable, If you think your price is reasonable click submit else edit, Promote Sahi Way of Investing in Mutual Funds, Suggested based on past returns and Expense Ratio, 'Kuch Hi Mutual Funds Sahi Hai (Only few Funds are Right). Invest online in Axis Focused 25 Direct Plan-Growth with ETMONEY. Go. For last 5 years, Investors have earned less returns than the Fund. We do not take any brokerage or distributions commission from anyone. We recommend smart asset allocation and selecting the specific asset that gives the best risk-adjusted returns every time you invest. : +91-22-61217100; Fax No. If a Fund has Fund Returns mostly green in 10 years, then you can short-list it for the further analysis. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. The Alpha doesn't give a true & complete picture, and therefore, it's not good enough to look at only Alpha for taking decisions.

Future returns can be computed using our estimates of earnings growth of the companies over next 3 years. The Information or any part thereof may not be construed as an offer or recommendation to buy or sell any particular security. Check Portfolio, Historic returns, Scheme document. when a Fund's Potential Upside is higher than the Benchmark Index Fund. Get Morningstar independent and trusted analysis, research, including real-time stock quotes, prices, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in … : +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: Principal Hybrid Equity Fund Direct Plan Growth Option, Principal Emerging Bluechip Fund - Direct Plan - Growth Option, Principal Multi Cap Growth Fund-Direct Plan - Growth Option, Principal Focused Multicap Fund- Direct Plan - Growth Option, Principal Tax Savings Fund - Direct Plan - Growth. We've a method of fundamental analysis to ascertain quality of stocks based on their '10-Year performance on key parameters' (Green-Orange-Red) and 'market-capitalisation risk' (Large-Mid-Small). 3Y. 1Y. Fund's future returns likely to be low, as 83 % of its portfolio is over-valued. It's one of the important parameters to check while evaluating Sahi Funds. You can be 100% sure that, whatever advice we give you is always in your interest, and there is no conflict, Fund's portfolio quality is Very Good. If the Fund Returns are higher than Benchmark Returns in a year, it is colour-coded as green or else it's red for that year. Axis Focused 25 Fund - Direct Plan 5 Value Research 15684 8799-15684 Axis Mutual Fund The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in … Axis Focused 25 Direct Plan - Growth is a Equity mutual fund scheme from Axis Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Jinesh Gopani.It has an AUM of ₹11,372.39 Crores and the latest NAV decalared is ₹31.560 as on 24 Sep 2020 at 2:56 pm. YTD.

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