Axis Focused 25 Fund (Equity, Multi Cap)

25.68
18.87%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.09%
5 yrs 6 months29 Jun 2012
₹ 2212.62 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
39.87
1 Month
3.38
3 Month
2.56
1 YR
38.56
2 YR
23.93
3 YR
15.59
TenureReturns (CAGR)
1 YR
31.31
2 YR
27.23
3 YR
20.51
5 YR
19.68

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.69
Maruti Suzuki India Ltd.7.22
Kotak Mahindra Bank Ltd.7.09
Shree Cement Ltd.6.91
Bajaj Finserv Ltd.5.95
Supreme Industries Ltd.5.18
Page Industries Ltd.4.4
Bajaj Finance Ltd.4.27
Cummins India Ltd.4.11
Info Edge (India) Ltd.4.01

Top Sectoral Holdings

Sector Name% Assets
Financial39.35
Automobile17.31
Chemicals7.35
Construction6.91
Services6.84
Technology5.06
Textiles4.4
Engineering4.11
Healthcare3.82
Cons Durable3.19

Indicators

Portfolio turnover ratio105
Standard Deviation14.7%
Beta1%
Sharpe Ratio0.69

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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