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Home>Mutual Funds>Compare Axis Focused 25 Direct Plan Growth with Aditya Birla Sun Life Focused Equity Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Axis Focused 25 Direct Plan Growth
Equity
Focused
4.0star
INVEST NOW
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Aditya Birla Sun Life Focused Equity Fund Direct Growth
Equity
Focused
3.0star
INVEST NOW
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Axis Focused 25 Direct Plan Growth
(58.3%)
Aditya Birla Sun Life Focused Equity Fund Direct Growth
(55.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.59% | 1.12% | - |
| NAV | ₹53.6 (27-Oct-2021) | ₹104.0 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹20,334Cr | ₹5,358Cr | - |
Returns
keyboard_arrow_up1Y
58.3%
55.9%
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3Y
26.5%
23.1%
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5Y
20.5%
16.1%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.22 The fund has generated returns higher than benchmark - NIFTY 50 TRI - in the last 3Y
3. Lower expense ratio: 0.59%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 1.12%
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Cons
1. Higher AUM: 20333Cr. Funds with a higher AUM tend to have lower returns in the future
Found nothing so far.
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Holding Analysis
keyboard_arrow_upTop 5
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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
keyboard_arrow_upTop 10 Holdings
Name
Assets
Bajaj Finance Ltd.
10.1%
Avenue Supermarts Ltd.
8.5%
Tata Consultancy Services Ltd.
8.2%
Info Edge (India) Ltd.
8.0%
Pidilite Industries Ltd.
6.0%
Divi's Laboratories Ltd.
5.5%
Kotak Mahindra Bank Ltd.
5.1%
Housing Development Finance Corpn. Ltd.
5.1%
HDFC Bank Ltd.
4.0%
Reliance Industries Ltd.
3.7%
Name
Assets
ICICI Bank Ltd.
8.9%
HDFC Bank Ltd.
8.5%
Infosys Ltd.
7.9%
Bharti Airtel Ltd.
4.9%
Larsen & Toubro Ltd.
4.7%
HCL Technologies Ltd.
4.2%
Axis Bank Ltd.
4.1%
United Spirits Ltd.
3.8%
Bajaj Finance Ltd.
3.7%
State Bank of India
3.6%
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Fund Manager
keyboard_arrow_upName
Jinesh Gopani
Mahesh Patil
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Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
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Experience
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.
Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
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About Fund
keyboard_arrow_upDescription
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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