Compare SBI Bluechip Direct Plan Growth vs Axis Focused 25 Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
SBI Bluechip Direct Plan GrowthEquity
Large Cap
4.0
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Axis Focused 25 Direct Plan GrowthEquity
Focused
1.0
INVEST NOW
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SBI Bluechip Direct Plan Growth

(27.0%)

Axis Focused 25 Direct Plan Growth

(32.1%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹100	-
Expense Ratio	0.84%	0.77%	-
NAV	₹87.6 (19-Apr-2024)	₹55.9 (19-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹44,819Cr	₹14,087Cr	-
Exit Load	Exit load of 1% if redeemed within 1 year	For units in excess of 10% of the investment,1% will be charged for redemption within 12 months	-

Returns

1Y
27.0%
32.1%
-
3Y
17.3%
11.1%
-
5Y
15.9%
13.4%
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Pros & Cons

Pros
1. Lower expense ratio: 0.84%2. 5Y and 10Y annualised returns higher than category average
1. Lower expense ratio: 0.77%2. 10Y annualised returns higher than category average by 0.47%
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Cons
1. Consistently lower annualised returns than category average for the past 1Y and 3Y
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2. Low rating: 1
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Holding Analysis

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

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.1%
ICICI Bank Ltd.
7.8%
Larsen & Toubro Ltd.
6.2%
ITC Ltd.
4.8%
Bajaj Finance Ltd.
4.5%
Reliance Industries Ltd.
4.2%
Infosys Ltd.
4.0%
Britannia Industries Ltd.
2.9%
Kotak Mahindra Bank Ltd.
2.6%
Page Industries Ltd.
2.4%
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%
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Fund Manager

Name
Saurabh Pant
Sachin Relekar
-
Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
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.
-
Experience
He has been associated with SBI Mutual Fund since 2007.
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.
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About Fund

Description
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
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.
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Launch Date
29 Jun 1987
04 Sep 2009
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Custodian
Citibank NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
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