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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
4.0star
INVEST NOW
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DSP Tax Saver Direct Plan Growth
Equity
ELSS
4.0star
INVEST NOW
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Axis Focused 25 Direct Plan Growth
(58.3%)
DSP Tax Saver Direct Plan Growth
(68.6%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.59% | 0.81% | - |
| NAV | ₹53.6 (27-Oct-2021) | ₹90.1 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹20,334Cr | ₹9,756Cr | - |
Returns
keyboard_arrow_up1Y
58.3%
68.6%
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3Y
26.5%
28.5%
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5Y
20.5%
18.1%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.22 The fund has generated returns higher than benchmark - NIFTY 50 TRI - in the last 3Y
3. Lower expense ratio: 0.59%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.68 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.81%
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Cons
1. Higher AUM: 20333Cr. Funds with a higher AUM tend to have lower returns in the future
1. Lock-in period: 3Y
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Bajaj Finance Ltd.
10.1%
Avenue Supermarts Ltd.
8.5%
Tata Consultancy Services Ltd.
8.2%
Info Edge (India) Ltd.
8.0%
Pidilite Industries Ltd.
6.0%
Divi's Laboratories Ltd.
5.5%
Kotak Mahindra Bank Ltd.
5.1%
Housing Development Finance Corpn. Ltd.
5.1%
HDFC Bank Ltd.
4.0%
Reliance Industries Ltd.
3.7%
Name
Assets
ICICI Bank Ltd.
8.9%
HDFC Bank Ltd.
6.8%
Infosys Ltd.
5.8%
Axis Bank Ltd.
4.4%
State Bank of India
3.5%
Bharti Airtel Ltd.
3.0%
HCL Technologies Ltd.
2.9%
Bajaj Finserv Ltd.
2.8%
Tata Steel Ltd.
2.8%
Kotak Mahindra Bank Ltd.
2.6%
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Fund Manager
keyboard_arrow_upName
Jinesh Gopani
Rohit Singhania
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Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Mr. Singhania is an MMS.
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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 DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
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About Fund
keyboard_arrow_upDescription
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.
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
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Launch Date
04 Sep 2009
16 Dec 1996
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Custodian
Deutsche Bank
NA
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Registrar & Transfer Agent
KFin Tech
Cams
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