Compare Funds

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

Axis Focused 25 Direct Plan Growth

Equity
Focused
1.0
INVEST NOW

Aditya Birla Sun Life Focused Fund Direct Growth

Equity
Focused
3.0
INVEST NOW

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Axis Focused 25 Direct Plan Growth

(11.1%)

Aditya Birla Sun Life Focused Fund Direct Growth

(16.1%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹100₹1,000-
Expense Ratio0.75%0.90%-
NAV₹50.9 (08-Dec-2023)₹122.3 (08-Dec-2023)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹13,653Cr₹6,377Cr-
Exit LoadFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months1% for redemption within 90 days-
Returns
1Y
11.1%
16.1%
-
3Y
9.3%
17.7%
-
5Y
12.7%
16.1%
-
Pros & Cons
Pros
1. Lower expense ratio: 0.75%
1. Lower expense ratio: 0.9%
2. 3Y, 5Y and 10Y annualised returns higher than category average
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Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
2. Low rating: 1
1. 1Y annualised returns lower than category average by 0.67%
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Holding Analysis

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

Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.2%
Avenue Supermarts Ltd.
7.9%
Tata Consultancy Services Ltd.
7.2%
Pidilite Industries Ltd.
6.8%
Info Edge (India) Ltd.
5.3%
Divi's Laboratories Ltd.
5.3%
Bajaj Finserv Ltd.
4.5%
Shree Cement Ltd.
4.0%
Torrent Power Ltd.
3.7%
Reliance Industries Ltd.
3.7%
Name
Assets
HDFC Bank Ltd.
8.9%
ICICI Bank Ltd.
8.3%
Infosys Ltd.
7.1%
Larsen & Toubro Ltd.
6.0%
Reliance Industries Ltd.
5.2%
Bharti Airtel Ltd.
4.6%
Axis Bank Ltd.
4.6%
Tata Motors Ltd.
4.4%
State Bank of India
3.7%
The Phoenix Mills Ltd.
3.6%
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Fund Manager
Name
Shreyash Devalkar
Kunal Sangoi
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
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 BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
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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