Axis Focused 25 Fund (Equity, Multi Cap)

Moderately High
7 yrs 6 monthsStarted on:29 Jun 2012
₹ 8799.58 Cras on: 12 Dec 2019
Long Term Horizon
1.89%
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)
YTD12.83
3 Month10.84
1 YR15.10
2 YR8.81
3 YR18.29

SIP Returns

TenureReturns (CAGR)
1 YR18.59
2 YR10.54
3 YR11.85
5 YR13.32

Portfolio

Company Name% Assets
Bajaj Finance Ltd.8.48
Bajaj Finserv Ltd.7.66
Reliance Industries Ltd.7.31
Kotak Mahindra Bank Ltd.7.28
HDFC Bank Ltd.6.79
Tata Consultancy Services Ltd.5.85
Avenue Supermarts Ltd.5.8
Housing Development Finance Corpn. Ltd.5.12
Asian Paints Ltd.4.75
Bandhan Bank Ltd.4.61

Top Sectoral Holdings

Sector Name% Assets
Financial43.55
Chemicals13.56
Services10.09
Energy7.31
Automobile6.72
Technology6.71
Construction2.67
Cons Durable1.66
Engineering1.44
Healthcare1.42

Indicators

LabelValue
Portfolio turnover ratio97
Standard Deviation14.33%
Beta0.97%
Sharpe Ratio0.8

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