Axis Focused 25 Fund (Equity, Multi Cap)

Moderately High
7 yrs 8 monthsStarted on:29 Jun 2012
₹ 9627.12 Cras on: 25 Feb 2020
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

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TenureReturns (CAGR)
1 Month0.96
3 Month3.84
1 YR23.28
2 YR11.31
3 YR15.80

SIP Returns

TenureReturns (CAGR)
1 YR20.67
2 YR13.46
3 YR12.57
5 YR14.15


Company Name% Assets
Bajaj Finance Ltd.8.61
Kotak Mahindra Bank Ltd.8.45
Bajaj Finserv Ltd.8.21
Avenue Supermarts Ltd.6.98
Housing Development Finance Corpn. Ltd.5.72
Supreme Industries Ltd.5.08
Info Edge (India) Ltd.5.08
HDFC Bank Ltd.5.02
Tata Consultancy Services Ltd.4.98
Pidilite Industries Ltd.4.95

Top Sectoral Holdings

Sector Name% Assets
Cons Durable1.46


Portfolio turnover ratio127
Standard Deviation14%
Sharpe Ratio0.83

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