Axis Focused 25 Fund (Equity, Multi Cap)

Moderately High
6 yrs 1 monthsStarted on:29 Jun 2012
₹ 4723.67 Cras on: 17 Jul 2018
Long Term Horizon
2.03%
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
Aditya Birla Sun Life Equity Fund
Return (CAGR) 23.72%
Crisil Ranking 3
Value Research
mirae asset india equity
Return (CAGR) 16.28%
Crisil Ranking 2
Value Research
principal multi cap
Return (CAGR) 15.98%
Crisil Ranking 1
Value Research
SBI Emerging Businesses Fund
Return (CAGR) 20.68%
Crisil Ranking 4
Value Research
Franklin India FLEXI CAP FUND
Return (CAGR) 17.02%
Crisil Ranking 3
Value Research NA
ICICI Prudential Multicap Fund
Return (CAGR) 14.90%
Crisil Ranking 3
Value Research
DSP BlackRock Equity Fund
Return (CAGR) 20.01%
Crisil Ranking 3
Value Research NA
HDFC Equity Fund
Return (CAGR) 18.95%
Crisil Ranking 3
Value Research
RELIANCE EQUITY OPPORTUNITIES FUND
Return (CAGR) 17.73%
Crisil Ranking 4
Value Research
UTI-Bluechip Flexicap Fund
Return (CAGR) 10.81%
Crisil Ranking 4
Value Research NA
baroda pioneer multi cap
Return (CAGR) 16.53%
Crisil Ranking 4
Value Research
motilal oswal multicap 35
Return (CAGR) 25.92%
Crisil Ranking 2
Value Research

Tenure

TenureReturns (CAGR)
YTD6.83
1 Month2.26
3 Month5.48
1 YR20.23
2 YR23.32
3 YR15.31

SIP Returns

TenureReturns (CAGR)
1 YR20.86
2 YR23.74
3 YR22.64
5 YR19.99

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.48
Kotak Mahindra Bank Ltd.7.34
Tata Consultancy Services Ltd.6.83
Bajaj Finance Ltd.5.46
Housing Development Finance Corpn. Ltd.5.24
Maruti Suzuki India Ltd.5.16
Bajaj Finserv Ltd.4.73
Supreme Industries Ltd.4.18
Shree Cement Ltd.4.03
Bandhan Bank Ltd.3.57

Top Sectoral Holdings

Sector Name% Assets
Financial40.91
Automobile11.75
Technology9.99
Chemicals6.48
Services4.92
Healthcare4.46
Construction4.03
Textiles3.11
Cons Durable1.8

Indicators

LabelValue
Portfolio turnover ratio119
Standard Deviation15.08%
Beta1.01%
Sharpe Ratio0.56

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

© CRISIL Limited 2017. All Rights Reserved