Compare Axis Focused 25 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 25 Direct Plan GrowthEquity
Focused
1.0
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Aditya Birla Sun Life Focused Fund Direct GrowthEquity
Focused
3.0
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Axis Focused 25 Direct Plan Growth

(34.1%)

Aditya Birla Sun Life Focused Fund Direct Growth

(38.8%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹100	-
Expense Ratio	0.77%	0.88%	-
NAV	₹56.8 (24-Apr-2024)	₹137.0 (24-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹14,087Cr	₹7,056Cr	-
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 12 months	1% for redemption within 90 days	-

Returns

1Y
34.1%
38.8%
-
3Y
11.5%
19.6%
-
5Y
13.7%
16.6%
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Pros & Cons

Pros
1. Lower expense ratio: 0.77%2. 10Y annualised returns higher than category average by 0.46%
1. Lower expense ratio: 0.88%2. 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 and 5Y2. Low rating: 1
1. Consistently lower annualised returns than category average for the past 1Y and 3Y
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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
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
8.1%
Tata Consultancy Services Ltd.
7.7%
Avenue Supermarts Ltd.
7.6%
Pidilite Industries Ltd.
7.3%
Torrent Power Ltd.
6.8%
ICICI Bank Ltd.
6.5%
Bajaj Auto Ltd.
5.0%
Reliance Industries Ltd.
4.7%
Bajaj Finserv Ltd.
4.5%
Info Edge (India) Ltd.
4.3%
Name
Assets
ICICI Bank Ltd.
8.5%
HDFC Bank Ltd.
8.3%
Larsen & Toubro Ltd.
6.5%
Infosys Ltd.
6.5%
Reliance Industries Ltd.
5.9%
Bharti Airtel Ltd.
5.4%
State Bank of India
4.1%
Axis Bank Ltd.
3.9%
Sun Pharmaceutical Industries Ltd.
3.7%
Tata Motors Ltd.
3.6%
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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.
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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.
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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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