NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹19.52
0.36%
NAV as on 29 May 25, 12:00 AM
very high risk
focused fund
equity
NAV as on 29 May 25, 12:00 AM
very high risk
focused fund
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
14.15%p.a.
Since Inception
About Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl scheme from Axis Asset Management Company Ltd. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Jun 2012, Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl is Focused Fund fund of its category with 13,289.37 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl delivered 0.0% annual returns during the last year. It has delivered 14.2% average annual returns since the fund was launched.
- Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Top 10 Holdings
ICICI Bank Ltd
9.38%
HDFC Bank Ltd
8.15%
Clearing Corporation of India Ltd
7.68%
Bajaj Finance Ltd
6.31%
Tata Consultancy Services Ltd
6.17%
Bharti Airtel Ltd
5.81%
Cholamandalam Investment and Finance Company Ltd
4.97%
Torrent Power Ltd
4.63%
Divi'S Laboratories Ltd
4.60%
Pidilite Industries Ltd
4.59%
Fund Managers
- Sachin Relekar (Feb 2024 - Present)
- Krishnaa N (Mar 2024 - Present)
Key Information
View Scheme Document
Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis Focused Fund Reinvst of Inc Dis cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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