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 ₹52.33 ₹13,881 on 30 Jun 24 29 Jun 12 ☆☆☆☆☆ Equity Focused 7 Moderately High 1.74 1.29 -1.63 -6.94 Not Available 0-12 Months (1%),12 Months and above(NIL) Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details ₹136.329 ↑ 0.06 (0.05 %) ₹7,641 on 30 Jun 24 24 Oct 05 ☆☆☆☆ Equity Focused 24 Moderately High 1.93 2.15 -0.88 -1.42 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 0.7% 5% 15.8% 23.1% 7.5% 14% 14.7% Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details 3.2% 9.8% 19% 34.7% 17.6% 18.5% 14.9%
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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 2023 2022 2021 2020 2019 Axis Focused 25 Fund
Growth
Fund Details 17.2% -14.5% 24% 21% 14.7% Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details 23% 0.4% 26.7% 16% 11.3%
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 Sachin Relekar - 0.41 Yr. Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details ₹1,000 ₹1,000 Kunal Sangoi - 3.15 Yr.
Axis Focused 25 Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,447 30 Jun 21 ₹14,400 30 Jun 22 ₹12,760 30 Jun 23 ₹14,676 30 Jun 24 ₹18,230 Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,943 30 Jun 21 ₹13,564 30 Jun 22 ₹13,496 30 Jun 23 ₹16,180 30 Jun 24 ₹21,902
Axis Focused 25 Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 2.25% Equity 97.75% Equity Sector Allocation
Sector Value Financial Services 28.74% Consumer Cyclical 11.47% Basic Materials 10.22% Communication Services 7.52% Utility 7.22% Consumer Defensive 6.89% Technology 6.12% Health Care 6.1% Industrials 6.06% Energy 5.04% Real Estate 2.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE7% ₹1,025 Cr 1,440,971 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER7% ₹1,002 Cr 6,685,935
↓ -113,791 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK7% ₹998 Cr 8,323,068 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART7% ₹943 Cr 1,999,424
↓ -291,524 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS6% ₹850 Cr 2,176,229
↓ -434,688 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND6% ₹845 Cr 2,675,223
↓ -313,794 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹699 Cr 2,232,716 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BAJAJ-AUTO5% ₹642 Cr 675,534 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL5% ₹637 Cr 4,410,019
↑ 485,900 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN4% ₹607 Cr 4,261,035 Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 2.31% Equity 97.69% Equity Sector Allocation
Sector Value Financial Services 36.97% Technology 11.38% Consumer Cyclical 10.26% Industrials 7.5% Consumer Defensive 6.37% Energy 5.7% Communication Services 5.65% Health Care 3.77% Utility 3.57% Basic Materials 3.46% Real Estate 3.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK10% ₹732 Cr 4,350,062
↑ 400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹659 Cr 5,490,329 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY7% ₹531 Cr 3,386,878
↑ 89,757 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹436 Cr 1,391,151 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT6% ₹436 Cr 1,227,375 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL5% ₹402 Cr 2,787,038 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | AXISBANK4% ₹335 Cr 2,648,645 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹289 Cr 3,404,511
↓ -450,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC4% ₹272 Cr 7,201,089 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M3% ₹250 Cr 872,899
↓ -75,000
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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