fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
How To Open Lifetime Free Mutual Funds Investment Account

Fincash » Open Account

Life Time Free Mutual Funds Investment Account

Updated on October 16, 2019 , 410 views

Welcome to the World of Fincash.com !!! First of all, we would like to thank you for choosing us as your Mutual Fund investment channel.

Are you a beginner? Are you a seasoned investor? Don’t worry, all your needs will be catered. Be Rest Assured as we are always there to guide you at every step whether related to investments, product selection, registration or any other query. So, let’s move ahead to have a better understanding of the features of the Life Time Free Mutual Funds Investment Account along with the registration process.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Why Fincash.com Investment Account?

Fincash.com always believes in “Customer First” policy. We always ensure to provide top-notch customer service by keeping in mind the client’s requirements and how effectively it can be fulfilled. Our aim is to create value for your money so that you can achieve your goals within the timeframe. Some of the investor-friendly features of Fincash.com include:

  • User-friendly website so that you get maximum information in minimum clicks
  • Lifetime Active & Free Account where investors need not pay any money even if they don’t transact.
  • Easy Registration Process where people need not spend much time.
  • KYC Compliance which can be done within our framework through eKYC and is indeed helpful for first-timers.
  • Safety & Security are always on our priority where; we ensure that client’s data and all their transactions both are kept confidential.
  • Wide Range of Schemes which people can choose as per their requirements.
  • Customized Solutions of Fincash.com that helps investors to ease out their product selection process under the categories of ELSS, SIPs, and Tax Saving Scheme.

Registration Process for Fincash.com

Well, the registration process to open your Life Time Free Mutual Fund Investment Account is quite simple. To complete your registration, you require:

  • An active mobile number
  • PAN number
  • Aadhar Number
  • Scanned Copy/Image of personalized cancelled cheque, Bank statement, Front Page of Passbook
  • Scanned Copy/Image of your Signature

let us look at the registration process:

Step 1: Create Your Login

The First step begins with creating your login. To create your login id, first you need to visit the website of www.fincash.com and click on the SIGN UP button on the top right side of the screen After clicking on this button, you need to enter your email address and password. This login id will be used by you whenever while transacting. So, be sure that you give your correct and valid email address. You can even do social signup using Facebook or Gmail id. The image showing the login button tab and the login screen is shown below.

Step-1-Login

Step 2: Mobile Verification

After creating your login id, the next step deals with verification of mobile number. In other words, post creation of login id, the screen gets redirected to mobile number verification where people need to enter their mobile number. Upon entering the mobile number, they receive a One Time Password (OTP) through SMS which again needs to be entered on the screen. So, be careful that you enter your correct and active mobile number. Also, while entering the OTP, ensure that all the characters are entered correctly. The image for the second step is as follows.

Step-2-Mobile-Verification

Step 3: PAN MF KYC Status Check

The Third step ensures that, whether you are a KYC compliant investor or not. MF KYC or Know-Your-Customer is a one-time process that you need to complete before Investing money in Mutual Funds. The KYC Status is verified using your PAN. If You have already completed your KYC process, then you will get a pop up for the same and can proceed with the registration process. For those who have not completed your KYC process, the popup will be “Would you like to proceed with Aadhar eKYC?” In this, you have a choice whether to choose to go ahead with the eKYC procedure or not. The image given below shows the screen snapshot for PAN MF KYC status check.

Step-3-PAN-KYC-Verification

Step 4: Complete eKYC Formalities

As mentioned in the previous step, you have a choice to opt Aadhar based KYC i.e., eKYC. People can complete their eKYC process through their Aadhar number. However, using eKYC one can invest up to INR 50,000 only in a financial year. Once you click on "Yes" option for eKYC completion, then you will be redirected to a screen wherein; you need to enter your Aadhar number. After entering the Aadhar number, you will again get an OTP on your registered mobile number. You need to enter this OTP and fill-in the additional details form. The image for step showing the completion of eKYC process is as follows.

Step-4-eKYC-Verification

Step 5: Registration Form

This process needs to be completed by all individuals. For registration purposes, you need to fill in the form, that is spread out into 5 different tabs. These tabs include personal information, address details, bank account, FATCA details, and nominee. By filling all the tabs and uploading the relevant documents, you complete the complete KYC process and can invest up to any amount in Mutual Funds. After filling all the details, you need to click on the check box, to proceed to the next step. The image showing the various tabs of registration form along with the check box is as shown below.

Step-5-Registration

Step 6: Upload Documents

This is the final step in your registration process. If you have completed the KYC process, then you just need to upload:

  • Scanned copy/Image of your signature and
  • Scanned copy/Image of your personalized cheque.

However, if you have not completed the eKYC and you are not KYC compliant then along with the above-mentioned documents, you need to upload

  • Photograph
  • Scanned copy/Image of PAN card and
  • Scanned copy/Image of Address Proof

In case of upload documents, the display of the screen is given below as follows.

Step-6-Upload-Documents

Thus, we can see that the registration process is quite simple. Now the final part that is the customized solutions of Fincash.com. The USP of Fincash.com is its customized solutions that help in easing out the product selection process.

Fincash Solutions

These three solutions are for general investment need are :

SavingsPlus

This solution is suitable for people having idle money in their savings bank account and are looking for avenues to augment more income. savingsplus is a bundle of top three Liquid Fund schemes that offer more returns as compared to the Savings Account. Additionally, these funds are considered as a safe investment avenue. Some of the features of SavingsPlus are:

  • Higher returns
  • Instant redemption
  • No lock-in or exit load
  • Invest and redeem in a click

Checkout Saving Plus

SmartSIP

smartsip is a bundle of top three equity fund schemes that are considered to be stable and have earned good returns over a period of time. Its apt for people having long-term investment period. As the name suggests SIP, people can invest small amounts in this schemes to attain their objectives. The features of SmartSIP include:

  • Pre-selected top 3 SIP schemes
  • Schemes selected after an analysis of 20,000 schemes
  • Earn healthy returns

Checkout Smart SIP

TaxSaver

The third solution taxsaver is a bundle of two Equity Mutual Funds that give the advantages of investing and tax benefits. Through TaxSaver, people can claim a tax deduction up to INR 1,50,000 under Section 80C of Income Tax Act, 1961 for a particular Financial Year. Being Tax Saving Investments, they have a lock-in period of three years. Their features include:

  • Selected after analysis across ELSS category
  • Pre-selected top 2 best Equity Linked Saving Schemes(ELSS)
  • Save tax and earn healthy returns

Checkout Tax Saver

Best Mutual Funds to Start Investments

Below is the list of best mutual funds once can invest having Net Assets/ AUM above 500 Crore.

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (18 Oct 19) ₹31.8707 ↓ -0.36   (-1.10 %)
Net Assets (Cr) ₹955 on 31 Aug 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.11
Information Ratio -0.08
Alpha Ratio 1.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,874
30 Sep 16₹11,450
30 Sep 17₹13,133
30 Sep 18₹17,984
30 Sep 19₹17,593

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month -2.6%
3 Month -2.6%
6 Month 2.7%
1 Year 2.7%
3 Year 16.1%
5 Year 13.4%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Technology32.14%
Financial Services17.56%
Health Care13.26%
Consumer Cyclical10.63%
Industrials9.65%
Real Estate7.05%
Consumer Defensive3.39%
Communication Services0.97%
Basic Materials0.9%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity96.27%
Other3.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹953 Cr2,769,331
↑ 39,182
Call, Cash & Other Assets
Receivables | -
0%₹2 Cr

2. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (18 Oct 19) ₹31.41 ↑ 0.12   (0.38 %)
Net Assets (Cr) ₹7,005 on 31 Aug 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.1
Information Ratio 0.47
Alpha Ratio 5.42
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,545
30 Sep 16₹11,421
30 Sep 17₹13,326
30 Sep 18₹14,910
30 Sep 19₹17,478

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month 8.9%
3 Month 6.7%
6 Month 10%
1 Year 24.5%
3 Year 15.5%
5 Year 12.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.77 Yr.

Data below for Axis Bluechip Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services40.76%
Technology12.15%
Consumer Defensive10.14%
Basic Materials7.42%
Energy3.97%
Consumer Cyclical2.99%
Industrials1.93%
Health Care1.02%
Communication Services0.22%
Asset Allocation
Asset ClassValue
Cash13%
Equity87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
20%₹1,397 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹630 Cr4,400,000
↑ 351,878
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹555 Cr2,490,000
↑ 190,000
Net Receivables / (Payables)
Net Current Assets | -
8%-₹549 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹533 Cr13,000,000
↑ 2,322,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹520 Cr1,560,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
7%₹470 Cr5,770,000
↑ 650,000
Nifty 50 Index September 2019 Future
- | -
6%₹447 Cr404,475
↑ 404,475
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹342 Cr2,179,598
↑ 159,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹325 Cr1,440,000
↓ -230,000

3. SBI Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 14% since its launch.  Return for 2018 was 9.5% , 2017 was 40.7% and 2016 was 17% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (18 Oct 19) ₹18.3752 ↑ 0.12   (0.63 %)
Net Assets (Cr) ₹1,015 on 31 Aug 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 3.02
Sharpe Ratio -0.15
Information Ratio -0.5
Alpha Ratio -8.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹9,151
30 Sep 16₹11,763
30 Sep 17₹14,484
30 Sep 18₹15,144
30 Sep 19₹18,341

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month 8.1%
3 Month -1.5%
6 Month 2.1%
1 Year 23%
3 Year 15.3%
5 Year
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Sohini Andani26 Feb 154.43 Yr.
Milind Agrawal1 Aug 190 Yr.

Data below for SBI Banking & Financial Services Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services95.92%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
23%₹235 Cr1,053,000
↑ 210,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
14%₹141 Cr3,445,814
↑ 250,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
9%₹93 Cr1,378,045
↑ 700,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
9%₹93 Cr3,385,000
↑ 1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹92 Cr1,390,000
↑ 280,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
8%₹82 Cr570,000
↑ 60,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
5%₹51 Cr1,200,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 504973
5%₹48 Cr1,068,355
↓ -338,729
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
4%₹43 Cr200,000
↑ 200,000
Treps
CBLO/Reverse Repo | -
4%₹39 Cr

4. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Return for 2018 was -2.1% , 2017 was 73.3% and 2016 was 3.1% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (18 Oct 19) ₹17.5667 ↑ 0.19   (1.10 %)
Net Assets (Cr) ₹1,321 on 31 Aug 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.09
Sharpe Ratio -1.18
Information Ratio 0.75
Alpha Ratio -5.99
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹11,403
30 Sep 17₹15,498
30 Sep 18₹16,896
30 Sep 19₹17,121

TATA India Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month 8.7%
3 Month 9.4%
6 Month 2.9%
1 Year 6.1%
3 Year 14.8%
5 Year
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.1%
2017 73.3%
2016 3.1%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 163 Yr.
Ennette Fernandes18 Jun 180.78 Yr.

Data below for TATA India Consumer Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Defensive50.12%
Consumer Cyclical33.55%
Basic Materials5.89%
Industrials4.19%
Asset Allocation
Asset ClassValue
Cash6.29%
Equity93.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 500696
10%₹139 Cr700,000
↓ -60,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
10%₹137 Cr5,275,000
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 500676
5%₹75 Cr87,800
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500043
5%₹72 Cr416,000
↓ -50,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
5%₹67 Cr490,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 532432
5%₹64 Cr955,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
4%₹59 Cr42,500
↓ -3,500
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 500096
4%₹57 Cr1,275,000
↓ -250,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
4%₹57 Cr447,000
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | FRETAIL
4%₹57 Cr1,485,000

5. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (18 Oct 19) ₹29.91 ↑ 0.15   (0.50 %)
Net Assets (Cr) ₹7,841 on 31 Aug 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.58
Information Ratio 0.24
Alpha Ratio -2.6
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,274
30 Sep 16₹12,859
30 Sep 17₹15,861
30 Sep 18₹17,349
30 Sep 19₹19,058

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19

DurationReturns
1 Month 10.7%
3 Month 6.5%
6 Month 8.5%
1 Year 18.2%
3 Year 14.1%
5 Year 14.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.23 Yr.

Data below for Axis Focused 25 Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services42.01%
Technology14.21%
Basic Materials13.9%
Consumer Cyclical13.32%
Consumer Defensive5.47%
Health Care3%
Industrials2.42%
Energy2.39%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹693 Cr2,078,583
↑ 120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹665 Cr2,985,246
↑ 400,546
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹574 Cr4,006,457
↓ -700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹571 Cr2,526,916
↓ -272,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹532 Cr747,220
↑ 25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹499 Cr2,303,287
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹483 Cr3,503,558
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹433 Cr2,676,200
↑ 200,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹429 Cr2,730,122
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹371 Cr3,352,718

So, do you want to be a smart investor and make money? Register and invest with Fincash.com and create wealth for your future.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT