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Should I sell Axis Focused 25 Fund?

Should I sell Axis Focused 25 Fund?


I have been investing Rs 5,000 in Axis Focused 25 Fund since 2018. I want to continue to invest in it till 2040. Is it the right decision?
–Ashwini Kumar

You have not shared any details like your goal, investment horizon and risk profile. You also have not mentioned whether this is your only investment or is it a part of your portfolio. So we are offering you general advice.

Axis Focused 25 Fund is a focused scheme that invests in a concentrated portfolio. Focused schemes are risky because of the concentrated portfolio but they can also offer superior returns. That is why these schemes are only recommended to mature investors who are ready to take more risk.



Axis Focused 25 Fund underperformed its benchmark and peers in 2021. It had a poor run so far this year. It posted -19% in this year so far. As you know the stock market is going through a bad phase and most equity mutual funds are in red. Some strategies may fare badly in certain market conditions. You may continue with your investments if you are fine with the scheme’s strategy and the extra risk associated wit it.



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