Compare Axis Focused 25 Direct Plan Growth vs DSP ELSS Tax Saver Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis Focused 25 Direct Plan GrowthEquity
Focused
1.0
INVEST NOW
DSP ELSS Tax Saver Direct Plan GrowthEquity
ELSS
4.0
INVEST NOW
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Axis Focused 25 Direct Plan Growth

(33.7%)

DSP ELSS Tax Saver Direct Plan Growth

(45.7%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹500	-
Expense Ratio	0.77%	0.76%	-
NAV	₹56.3 (26-Apr-2024)	₹129.3 (26-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹14,087Cr	₹14,076Cr	-
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 12 months	Nil	-

Returns

1Y
33.7%
45.7%
-
3Y
11.5%
23.3%
-
5Y
13.9%
20.8%
-

Pros & Cons

Pros
1. Lower expense ratio: 0.77%2. 10Y annualised returns higher than category average by 0.41%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Higher alpha: 2.37
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3. Exit load is zero4. Lower expense ratio: 0.76%
-

Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2. Low rating: 1
1. Lock-in period: 3Y
-

Holding Analysis

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

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.
8.4%
HDFC Bank Ltd.
7.4%
State Bank of India
4.7%
Axis Bank Ltd.
3.1%
Mahindra & Mahindra Ltd.
2.9%
Infosys Ltd.
2.5%
Power Finance Corporation Ltd.
2.5%
Indus Towers Ltd.
2.4%
HCL Technologies Ltd.
2.3%
Tata Motors Ltd.
2.3%
-

Fund Manager

Name
Sachin Relekar
Rohit Singhania
-
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. Singhania is an MMS.
-
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 DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
-

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.
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.
-
Launch Date
04 Sep 2009
16 Dec 1996
-
Custodian
Deutsche Bank
NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

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Compare Funds

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

Axis Focused 25 Direct Plan Growth

DSP ELSS Tax Saver Direct Plan Growth

Add a fund

Axis Focused 25 Direct Plan Growth

DSP ELSS Tax Saver Direct Plan Growth

1. Lower expense ratio: 0.77%

2. 10Y annualised returns higher than category average by 0.41%

1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2. Higher alpha: 2.37 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3. Exit load is zero

4. Lower expense ratio: 0.76%

1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

2. Low rating: 1

1. Lock-in period: 3Y

Holding Analysis

Top Holdings

Popular Comparisons