Axis Focused 25 (Equity, Multi Cap)

Moderately High
6 yrs 6 monthsStarted on:29 Jun 2012
₹ 6454.68 Cras on: 13 Dec 2018
Long Term Horizon
2.24%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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 terms of market capitalisation.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.96
1 YR4.20
2 YR20.35
3 YR16.60

SIP Returns

TenureReturns (CAGR)
2 YR8.31
3 YR13.18
5 YR13.95

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.01
Bajaj Finance Ltd.7.17
Tata Consultancy Services Ltd.7.15
Kotak Mahindra Bank Ltd.7.05
Maruti Suzuki India Ltd.6.82
Housing Development Finance Corpn. Ltd.6.65
Avenue Supermarts Ltd.5.91
Bajaj Finserv Ltd.4.62
Pidilite Industries Ltd.3.33
Eicher Motors Ltd.3.26

Top Sectoral Holdings

Sector Name% Assets
Financial40.1
Automobile15.56
Chemicals8.8
Services8.51
Technology7.15
Healthcare3.02
Cons Durable1.45
Engineering1.37

Indicators

LabelValue
Portfolio turnover ratio142
Standard Deviation16.87%
Beta1.07%
Sharpe Ratio0.55

Jinesh Gopani

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Other Funds Managed by Jinesh Gopani

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