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Fincash » Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund

Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund

Updated on November 19, 2019 , 474 views

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

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 (Erstwhile Aditya Birla Sun Life Top 100 Fund)

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.

Axis Focused 25 Fund Vs Aditya Birla Sun Life Focused Equity Fund

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.

Basics 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
BasicsNAV
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
₹30.23 ↓ -0.07   (-0.23 %)
₹8,800 on 31 Oct 19
29 Jun 12
Equity
Focused
7
Moderately High
2.32
1.24
0.24
5.78
Not Available
0-12 Months (1%),12 Months and above(NIL)
Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details
₹61.9756 ↓ -0.22   (-0.35 %)
₹4,360 on 31 Oct 19
24 Oct 05
Equity
Focused
24
Moderately High
2.19
0.67
-0.96
-3.45
Not Available
0-365 Days (1%),365 Days and above(NIL)

Performance Section

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
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Axis Focused 25 Fund
Growth
Fund Details
1.3%
10.1%
12%
17.5%
18.5%
12.7%
16.2%
Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details
3.2%
8.8%
6.9%
10.9%
11.4%
8.2%
13.8%

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Yearly Performance Section

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 Performance2018
2017
2016
2015
2014
Axis Focused 25 Fund
Growth
Fund Details
0.6%
45.2%
4.6%
3.9%
38.8%
Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details
-4.1%
30.9%
6.7%
0%
48.9%

Other Details Section

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 DetailsMin SIP Investment
Min Investment
Fund Manager
Axis Focused 25 Fund
Growth
Fund Details
₹1,000
₹5,000
Jinesh Gopani - 3.4 Yr.
Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details
₹1,000
₹1,000
Mahesh Patil - 9.18 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Axis Focused 25 Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹10,951
31 Oct 16₹12,653
31 Oct 17₹15,651
31 Oct 18₹15,751
31 Oct 19₹19,061
Growth of 10,000 investment over the years.
Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹10,533
31 Oct 16₹11,841
31 Oct 17₹14,213
31 Oct 18₹13,541
31 Oct 19₹15,077

Detailed Portfolio Comparison

Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash1.99%
Equity98.01%
Equity Sector Allocation
SectorValue
Financial Services43.87%
Basic Materials14.2%
Technology12.34%
Consumer Cyclical9.71%
Consumer Defensive6.28%
Industrials4.38%
Energy2.38%
Health Care1.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹841 Cr2,078,583
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹733 Cr5,970,492
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹659 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹636 Cr747,220
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹527 Cr2,830,122
↑ 100,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹506 Cr3,503,558
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹488 Cr2,326,916
↓ -200,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹472 Cr2,676,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹420 Cr2,122,662
↓ -180,625
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹416 Cr3,372,718
↑ 20,000
Asset Allocation
Aditya Birla Sun Life Focused Equity Fund
Growth
Fund Details
Asset ClassValue
Cash4.19%
Equity95.77%
Debt0.04%
Equity Sector Allocation
SectorValue
Financial Services42.69%
Technology10.23%
Consumer Defensive7.51%
Industrials6.83%
Consumer Cyclical6.16%
Basic Materials5.85%
Health Care5.67%
Energy4.8%
Utility3.94%
Communication Services2.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹429 Cr3,498,212
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹360 Cr8,289,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
6%₹236 Cr1,601,652
↑ 60,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
5%₹228 Cr2,832,488
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
5%₹225 Cr1,137,141
↑ 200,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
5%₹224 Cr8,608,222
↑ 3,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
5%₹198 Cr1,488,766
↓ -216,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹164 Cr13,927,400
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹155 Cr2,256,895
↑ 1,053,895
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
4%₹152 Cr5,601,000
↓ -539,000

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.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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