Home>Mutual Funds>Compare Axis Focused 25 Direct Plan Growth with Nippon India Large Cap Fund Direct Growth
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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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Nippon India Large Cap Fund Direct Growth
Equity
Large Cap
2.0star
INVEST NOW
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Axis Focused 25 Direct Plan Growth
(61.6%)
Nippon India Large Cap Fund Direct Growth
(67.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹100 | - |
| Expense Ratio | 0.59% | 1.08% | - |
| NAV | ₹53.6 (22-Oct-2021) | ₹55.9 (22-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹20,334Cr | ₹11,332Cr | - |
Returns
keyboard_arrow_up1Y
61.6%
67.7%
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3Y
26.2%
19.9%
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5Y
20.3%
15.7%
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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. Lower expense ratio: 1.08%
3. 1Y category rank: 4
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Cons
1. Higher AUM: 20333Cr. Funds with a higher AUM tend to have lower returns in the future
1. Lower alpha: -2.42 The fund has generated returns lower than benchmark - S&P BSE 100 TRI - in the last 3Y
2. Low rating: 2
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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
State Bank of India
6.6%
Bharti Airtel Ltd.
6.4%
HCL Technologies Ltd.
6.1%
Reliance Industries Ltd.
6.0%
HDFC Bank Ltd.
5.8%
Housing Development Finance Corpn. Ltd.
5.6%
ITC Ltd.
5.0%
ICICI Bank Ltd.
5.0%
Larsen & Toubro Ltd.
4.2%
NTPC Ltd.
3.9%
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Fund Manager
keyboard_arrow_upName
Jinesh Gopani
Sailesh Raj Bhan
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Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Mr. Bhan is an MBA (Finance) and CFA.
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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 Nippon India Mutual Fund, he has worked with Emkay Share & Stock Broker Pvt. Ltd, Shah & Sequeira Invst. Pvt. Ltd, ICFAI- Securities Research Center Analyst - Equity Research.
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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.
Reliance Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹2,32,169 Cr. Its ranked at 3 as per total assets at end of 30th Sep 2017.
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Launch Date
04 Sep 2009
30 Jun 1995
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Custodian
Deutsche Bank
Deutsche Bank
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Registrar & Transfer Agent
KFin Tech
KFin Tech
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