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
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Axis Focused Direct Plan Growth

(9.3%)

Aditya Birla Sun Life Focused Fund Direct Growth

(14.4%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹100
-
Expense Ratio
0.83%
0.91%
-
NAV
₹58.1 (14-Jan-2025)
₹147.9 (14-Jan-2025)
- 
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
9.3%
14.4%
-
3Y
3.1%
12.1%
-
5Y
11.2%
16.5%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.83%2.10Y annualised returns higher than category average by 0.26%
1.Lower expense ratio: 0.91%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Low rating: 1
1.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.
8.4%
HDFC Bank Ltd.
7.5%
Tata Consultancy Services Ltd.
6.6%
Bharti Airtel Ltd.
5.2%
Torrent Power Ltd.
4.9%
Divi's Laboratories Ltd.
4.9%
Pidilite Industries Ltd.
4.7%
Zomato Ltd.
4.4%
Bajaj Finance Ltd.
4.3%
PB Fintech Ltd.
4.2%
Name
Assets
ICICI Bank Ltd.
8.6%
Infosys Ltd.
6.9%
Bharti Airtel Ltd.
5.4%
Reliance Industries Ltd.
5.1%
HDFC Bank Ltd.
4.9%
Larsen & Toubro Ltd.
4.5%
Mahindra & Mahindra Ltd.
4.2%
Axis Bank Ltd.
3.9%
NTPC Ltd.
3.8%
Coforge Ltd.
3.8%
-

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
-

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