Compare Axis Focused Direct Plan Growth vs Aditya Birla Sun Life Focused Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis Focused Direct Plan GrowthEquity
Flexi Cap
1.0
Aditya Birla Sun Life Focused Fund Direct GrowthEquity
Flexi Cap
2.0
Add a fund

Axis Focused Direct Plan Growth

(25.0%)

Aditya Birla Sun Life Focused Fund Direct Growth

(28.6%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹100
-
Expense Ratio
0.81%
0.91%
-
NAV
₹63.5 (12-Dec-2024)
₹157.2 (12-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹14,470Cr
₹8,230Cr
-
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.
-

Returns

1Y
25.0%
28.6%
-
3Y
6.7%
16.0%
-
5Y
14.0%
19.1%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.81%2.10Y annualised returns higher than category average by 0.32%
1.Lower expense ratio: 0.91%2.1Y and 10Y annualised returns higher than category average
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Low rating: 1
1.3Y and 5Y annualised returns lower than category average2.Low rating: 2
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.1%
HDFC Bank Ltd.
7.2%
Torrent Power Ltd.
6.4%
Tata Consultancy Services Ltd.
6.0%
Bajaj Finance Ltd.
5.9%
Bharti Airtel Ltd.
5.7%
Pidilite Industries Ltd.
5.0%
Divi's Laboratories Ltd.
4.6%
Cholamandalam Investment and Finance Company Ltd.
4.0%
Bajaj Auto Ltd.
3.9%
Name
Assets
ICICI Bank Ltd.
8.6%
HDFC Bank Ltd.
6.6%
Infosys Ltd.
6.4%
Bharti Airtel Ltd.
5.4%
Reliance Industries Ltd.
4.8%
NTPC Ltd.
4.6%
Larsen & Toubro Ltd.
4.4%
Coforge Ltd.
3.8%
Axis Bank Ltd.
3.7%
Mahindra & Mahindra Ltd.
3.7%
-

Fund Manager

Name
Sachin Relekar
Kunal Sangoi
-
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.
-
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.
-

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.
-
Launch Date
04 Sep 2009
23 Dec 1994
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsMTFIPOMutual FundsNFOETFCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and SupportTrust and Safety
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemapWeb Stories
ⓒ 2016-2024 Groww. All rights reserved, Built with ♥in India