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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
5.0 star
INVEST NOW
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Aditya Birla Sun Life Focused Equity Fund Direct Growth

Equity
Focused
3.0 star
INVEST NOW
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Axis Focused 25 Direct Plan Growth

(-0.1%)

Aditya Birla Sun Life Focused Equity Fund Direct Growth

(-1.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹1000-
Expense Ratio0.67%1.10%-
NAV₹32.0 (29-Sep-2020)₹62.8 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹11,372Cr₹4,115Cr-
Returns
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1Y
-0.1%
-1.1%
-
3Y
7.3%
2.8%
-
5Y
12.5%
8.1%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
2. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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-
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Top 20
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-
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P/E
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-
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P/B
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-
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Turn Over
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-
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Equity
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-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
8.5%
Tata Consultancy Services Ltd.
8.0%
Kotak Mahindra Bank Ltd.
7.6%
Reliance Industries Ltd.
7.4%
HDFC Bank Ltd.
7.1%
Avenue Supermarts Ltd.
5.9%
Divi's Laboratories Ltd.
5.7%
Maruti Suzuki India Ltd.
5.3%
Supreme Industries Ltd.
4.7%
Housing Development Finance Corpn. Ltd.
4.6%
Name
Assets
HDFC Bank Ltd.
8.6%
ICICI Bank Ltd.
8.2%
Infosys Ltd.
7.3%
Bharti Airtel Ltd.
6.0%
Reliance Industries Ltd.
5.0%
Hindustan Unilever Ltd.
4.1%
Housing Development Finance Corpn. Ltd.
3.8%
Kotak Mahindra Bank Ltd.
3.7%
Axis Bank Ltd.
3.6%
Cipla Ltd.
3.5%
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Fund Manager
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Name
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 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
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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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