Axis Focused 25 (Equity, Multi Cap)

Moderately High
6 yrs 8 monthsStarted on:29 Jun 2012
₹ 6510.79 Cras on: 22 Feb 2019
Long Term Horizon
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

Similar Funds
Franklin India Equity Advantage
Current NAV 80.53
Return (CAGR) 17.02%
Value Research NA
SBI Focused Equity
Current NAV 128.47
Return (CAGR) 19.44%
Value Research
Aditya Birla SL Equity
Current NAV 676.88
Return (CAGR) 22.82%
Value Research
Mirae Asset India Equity
Current NAV 47.32
Return (CAGR) 15.34%
Value Research
Principal Multicap
Current NAV 132.06
Return (CAGR) 15.11%
Value Research
ICICI Pru Multicap
Current NAV 271.97
Return (CAGR) 14.49%
Value Research
UTI Bluechip Flexicap
Current NAV 35.23
Return (CAGR) 10.81%
Value Research NA
DSP Equity
Current NAV 35.48
Return (CAGR) 19.11%
Value Research NA
HDFC Equity
Current NAV 612.11
Return (CAGR) 18.57%
Value Research
Reliance Multi Cap
Current NAV 91.09
Return (CAGR) 17.21%
Value Research
Baroda Pioneer Multi Cap
Current NAV 90.97
Return (CAGR) 15.35%
Value Research
Motilal Oswal Multicap 35
Current NAV 24.19
Return (CAGR) 20.09%
Value Research


TenureReturns (CAGR)
1 YR1.00
2 YR11.85
3 YR17.50

SIP Returns

TenureReturns (CAGR)
2 YR0.43
3 YR8
5 YR10.72


Company Name% Assets
Tata Consultancy Services Ltd.8.74
Bajaj Finance Ltd.8
Kotak Mahindra Bank Ltd.7.32
HDFC Bank Ltd.7.2
Housing Development Finance Corpn. Ltd.6.34
Maruti Suzuki India Ltd.6.13
Bajaj Finserv Ltd.5.31
Avenue Supermarts Ltd.5.23
Pidilite Industries Ltd.4.92
Supreme Industries Ltd.3.89

Top Sectoral Holdings

Sector Name% Assets
Cons Durable1.41


Portfolio turnover ratio118
Standard Deviation16.97%
Sharpe Ratio0.53

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