Fincash » Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund
Table of Contents
Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund, both the schemes are a part of the focused Equity Funds. Though these schemes belong to the same category, nevertheless; there are a number of differences between them. focused fund are known for their systematic approach in selecting stocks. These funds aim for higher returns by Investing in limited stocks. These funds invests in a limited number of stocks. These funds focus on large-cap, mid, small or multi cap stocks. So, let us understand the differences between Axis Focused 25 Fund and Aditya Birla Sun Life Focused Equity Fund for a better investment decision.
Axis Focused 25 Fund is suitable for individuals seeking exposure in a Portfolio that mainly consists of stocks belonging to large-cap category thereby attaining, Capital appreciation. The objective of Axis Focused 25 Fund is to invest in quality companies that are able to sustain stock performance and generate long-term capital appreciation over time. This scheme of Axis Mutual Fund also maintains a high conviction approach by investing in equity and equity-related instruments of not more than 25 companies at a given point in time. Axis Focused 25 Fund was incepted in the month of June 2012 and uses Nifty 50 as its benchmark to build its portfolio.
As on 30th June, 2018, some of the top holdings of Axis Focused 25 Fund included HDFC Bank Ltd, Kotak Mahindra Bank Ltd, Tata Consultancy Services Ltd, Deutsche Bank, Clearing Corporation Of India Ltd, etc.
Aditya Birla Sun Life Focused Equity Fund (earlier known as Aditya Birla Sun Life Top 100 Fund) is an open-ended diversified equity fund which was launched on August 26, 1998. The main objective of the scheme is to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and related securities of top 100 companies as measured by Market capitalization
As on June 30th, 2018, some of the top holdings of scheme’s portfolio consisted of HDFC Bank Limited, ICICI Bank Limited, ITC Ltd, Hindustan Unilever Limited, etc.
Both Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund differ on account of various parameters such as performance, NAV, AUM, and so on. These differences exist though both the schemes are a part of the same category. So, let’s understand the differences between these schemes with the help of four sections, namely, basics section, performance section, yearly performance section, and other details section.
Fincash Rating, scheme category, current NAV, AUM, etc., are some of the parameters that form part of this basics section. To begin with the scheme category, it can be said that both the schemes belong to the same category of focused-equity fund.
With respect to Fincash Rating, it can be said that Axis Mutual Fund’s scheme is rated as a 5-Star scheme and Aditya Birla Mutual Fund’s scheme is rated as a 4-Star scheme.
The summary comparison of the basics section is tabulated as follows.
Parameters Basics NAV Net Assets (Cr) Launch Date Rating Category Sub Cat. Category Rank Risk Expense Ratio Sharpe Ratio Information Ratio Alpha Ratio Benchmark Exit Load Axis Focused 25 Fund
Growth
Fund Details ₹41.16 ↑ 0.37 (0.91 %) ₹15,267 on 30 Apr 23 29 Jun 12 ☆☆☆☆☆ Equity Focused 7 Moderately High 1.75 -0.65 -1.73 -12.02 Not Available 0-12 Months (1%),12 Months and above(NIL) Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details ₹96.2274 ↑ 0.80 (0.84 %) ₹5,805 on 30 Apr 23 24 Oct 05 ☆☆☆☆ Equity Focused 24 Moderately High 2 -0.11 -1.3 -1.06 Not Available 0-365 Days (1%),365 Days and above(NIL)
It is the second section in the comparison that analyses the difference in the Compounded Annual Growth Rate or CAGR returns between the scheme. These CAGR returns are compared at different time intervals such 3 Month Return, 3 Year Return, 5 Year Return, and Return since Inception. The comparison of performance section shows that in almost all the instances, Axis Focused 25 Fund has performed better as compared to Aditya Birla Sun Life Focused Equity Fund. The table given below shows the summary comparison of the performance section.
Parameters Performance 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since launch Axis Focused 25 Fund
Growth
Fund Details 5.8% 10% 0.8% 7.9% 15.9% 8.4% 13.8% Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details 5.4% 6.3% 0.8% 13.5% 21.7% 11.1% 13.7%
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The comparison of absolute returns generated by both the schemes for a particular year is done in the yearly performance section. With respect to absolute returns section, it can be said that for certain years Axis Focused 25 Fund leads the race while in others, Aditya Birla Sun Life Focused Equity Fund leads the race. The performance of yearly performance section is as follows.
Parameters Yearly Performance 2022 2021 2020 2019 2018 Axis Focused 25 Fund
Growth
Fund Details -14.5% 24% 21% 14.7% 0.6% Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details 0.4% 26.7% 16% 11.3% -4.1%
This section includes comparable elements such as minimum SIP investment and minimum lump sum investment. With respect to the minimum SIP investment, both scheme's amounts are the same i.e., INR 1000. The minimum lumpsum in case of Axis Focused 25 Fund is INR 5,000 and for Aditya Birla Sun Life Focused Equity Fund it is INR 1,000.
Mr. Anil Shah is the fund manager of Aditya Birla Sun Life Focused Equity Fund.
Mr. Jinesh Gopani is the sole fund manager of Axis Focused 25 Fund.
The table given below summarizes the comparison of the other details section.
Parameters Other Details Min SIP Investment Min Investment Fund Manager Axis Focused 25 Fund
Growth
Fund Details ₹500 ₹5,000 Jinesh Gopani - 6.9 Yr. Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details ₹1,000 ₹1,000 Kunal Sangoi - 1.98 Yr.
Axis Focused 25 Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,313 31 May 20 ₹9,006 31 May 21 ₹14,447 31 May 22 ₹14,152 31 May 23 ₹14,562 Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,817 31 May 20 ₹8,976 31 May 21 ₹14,209 31 May 22 ₹15,219 31 May 23 ₹16,690
Axis Focused 25 Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 3.13% Equity 96.36% Debt 0.51% Equity Sector Allocation
Sector Value Financial Services 29.63% Basic Materials 16.88% Technology 12.04% Consumer Defensive 8.41% Health Care 5.88% Communication Services 5.46% Consumer Cyclical 3.85% Utility 2.43% Energy 1.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE9% ₹1,408 Cr 2,242,452
↓ -25,649 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹1,296 Cr 4,026,037
↑ 131,513 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART8% ₹1,284 Cr 3,655,196
↓ -9,389 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK8% ₹1,171 Cr 6,043,201 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND8% ₹1,146 Cr 4,738,010
↓ -100,003 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI5% ₹834 Cr 2,207,321 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC4% ₹686 Cr 2,469,902
↓ -500,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB4% ₹669 Cr 2,045,714 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV4% ₹597 Cr 4,407,056
↑ 350,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | SHREECEM4% ₹582 Cr 239,246
↓ -39,318 Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Equity Sector Allocation
Sector Value Financial Services 38.49% Technology 13.02% Consumer Cyclical 11.22% Energy 6.13% Consumer Defensive 5.69% Industrials 5.64% Communication Services 4.21% Basic Materials 3.08% Health Care 2.75% Real Estate 2.42% Utility 2.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹568 Cr 6,190,329 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC9% ₹526 Cr 1,896,087
↓ -119,500 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY7% ₹409 Cr 3,268,601
↑ 225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹356 Cr 1,471,151 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT6% ₹328 Cr 1,385,214 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | AXISBANK5% ₹289 Cr 3,357,293 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN5% ₹268 Cr 4,627,029 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹233 Cr 2,917,038 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE3% ₹195 Cr 309,735
↑ 70,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH3% ₹185 Cr 1,742,368
↑ 150,000
Therefore, it can be said on the above-mentioned pointers that, there exist numerous differences between both the schemes. As a result, individuals should be careful while choosing any of the schemes for investment. They should have a complete understanding of the scheme and check whether it suits their investment objectives. If required, people can also consult a financial advisor for an opinion. This will help individuals to attain their objectives on time and in a hassle-free manner.
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