Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Axis Focused Direct Plan Growth

Equity
Flexi Cap
1.0

Aditya Birla Sun Life Focused Fund Direct Growth

Equity
Flexi Cap
3.0

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Axis Focused Direct Plan Growth

(7.8%)

Aditya Birla Sun Life Focused Fund Direct Growth

(7.6%)
1Y
3Y
5Y
Fund Details
Risk
Very High
Very High
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Min SIP Amount
₹100
₹100
-
Expense Ratio
0.82%
0.87%
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NAV
₹64.5 (08-Jul-2025)
₹162.1 (08-Jul-2025)
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Fund Started
01-Jan-2013
01-Jan-2013
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Fund Size
₹12,644Cr
₹7,774Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 90 days.
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Returns
1Y
7.8%
7.6%
-
3Y
14.7%
20.3%
-
5Y
16.1%
22.0%
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Pros & Cons
Pros
1.Lower expense ratio: 0.82%
2.1Y and 10Y annualised returns higher than category average
1.Lower expense ratio: 0.87%
2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
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Cons
1.3Y and 5Y annualised returns lower than category average
2.Low rating: 1
Found nothing so far.
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Holding Analysis

Top 5
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-
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Top 20
-
-
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P/E
-
-
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P/B
-
-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
9.8%
HDFC Bank Ltd.
8.5%
Bajaj Finance Ltd.
6.6%
Bharti Airtel Ltd.
6.1%
Tata Consultancy Services Ltd.
5.8%
Divi's Laboratories Ltd.
5.1%
Cholamandalam Investment and Finance Company Ltd.
5.1%
Pidilite Industries Ltd.
4.9%
Eternal Ltd.
4.2%
Torrent Power Ltd.
3.8%
Name
Assets
ICICI Bank Ltd.
8.1%
Reliance Industries Ltd.
5.8%
HDFC Bank Ltd.
5.5%
Infosys Ltd.
5.4%
Bharti Airtel Ltd.
4.5%
Larsen & Toubro Ltd.
4.1%
Axis Bank Ltd.
4.1%
Tech Mahindra Ltd.
3.6%
Coforge Ltd.
3.6%
NTPC Ltd.
3.4%
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Fund Manager
Name
Sachin Relekar
Kunal Sangoi
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Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Mr. Sangoi is a B.Com (H) and Chartered Accountant.
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Experience
Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Prior to joining Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.
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About Fund
Description

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date

04 Sep 2009

23 Dec 1994

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Custodian

Deutsche Bank

Citibank NA

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Registrar & Transfer Agent

KFin Tech

Cams

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