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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

Axis Focused 25 Direct Plan Growth

Equity
Focused
4.0
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Aditya Birla Sun Life Focused Equity Fund Direct Growth

Equity
Focused
3.0
INVEST NOW

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Axis Focused 25 Direct Plan Growth

(-2.6%)

Aditya Birla Sun Life Focused Equity Fund Direct Growth

(5.8%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.60%1.18%-
NAV₹42.1 (19-May-2022)₹89.1 (19-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹19,146Cr₹5,782Cr-
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
-2.6%
5.8%
-
3Y
12.8%
13.1%
-
5Y
12.3%
10.5%
-
Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.8 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Lower expense ratio: 0.6%
1. 3Y annualised returns higher than category average by 1.04%
2. Lower expense ratio: 1.18%
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Cons
1. 1Y annualised returns lower than category average by 37.08%
1. 1Y and 5Y annualised returns lower than category average
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Holding Analysis

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

Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.9%
Tata Consultancy Services Ltd.
9.8%
Avenue Supermarts Ltd.
8.6%
Divi's Laboratories Ltd.
6.8%
Kotak Mahindra Bank Ltd.
6.6%
Pidilite Industries Ltd.
6.2%
Info Edge (India) Ltd.
6.1%
Housing Development Finance Corpn. Ltd.
4.7%
ICICI Bank Ltd.
4.2%
Bajaj Finserv Ltd.
4.1%
Name
Assets
Aditya Birla Sun Life Overnight Fund Direct - Growth
8.6%
ICICI Bank Ltd.
8.6%
Infosys Ltd.
8.4%
HDFC Bank Ltd.
6.9%
Reliance Industries Ltd.
5.8%
Larsen & Toubro Ltd.
4.3%
Axis Bank Ltd.
4.3%
Bharti Airtel Ltd.
4.2%
State Bank of India
3.6%
SBI Life Insurance Company Ltd.
3.5%
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Fund Manager
Name
Jinesh Gopani
Mahesh Patil
-
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.
-
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
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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