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Fincash » Axis Focused 25 Vs DSPBR Focus Fund

Axis Focused 25 Fund Vs DSP BlackRock Focus Fund

Updated on April 18, 2024 , 1948 views

Axis Focused 25 Fund and DSP BlackRock Focus Fund, both the schemes are a part of the large-cap Equity Funds. Though these schemes belong to the same category, nevertheless; there are a number of differences between them. In simple terms, Large cap funds invest their pooled money in shares of large-sized companies that have a Market capitalization of more than INR 10,000 Crores. Since, these companies invest in large businesses, they tend to give stable returns. In addition, even during economic downturns, the share prices of large-cap companies tend to fluctuate less. These companies are also known as bluechip companies, and most of these firms are the market leaders in their respective Industry. So, let us understand the differences between Axis Focused 25 Fund Vs DSP BlackRock Focus Fund through this article.

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. Mr. Jinesh Gopani is the sole fund manager of the scheme. 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 March 31, 2018, some of the top holdings of Axis Focused 25 Fund included Shree Cements Limited, Endurance Technologies Limited, Tata Consultancy Services Limited.

DSP BlackRock Focus Fund (Erstwhile DSP BlackRock Focus 25 Fund)

DSP BlackRock Focus Fund (earlier known as DSP BlackRock Focus 25 Fund) is a part of DSP BlackRock Mutual Fund that was launched on June 10, 2010. The objective of DSP BlackRock Focus Fund is to attain long-term capital growth from a portfolio of equity and equity-related instruments of a maximum of 30 companies. Mr. Harrish Zaveri and Mr. Jay Kothari both jointly manage DSP BlackRock Focus Fund. As on March 31, 2018, the top five holdings that were a part of DSP BlackRock Focus Fund’s portfolio were HDFC Bank Limited, Maruti Suzuki India Limited, Larsen & Toubro Limited, Reliance Industries Limited, and IndusInd Bank Limited. Based on the Asset Allocation of the scheme, it invests around 65-100% of its fund money in equity instruments while the remaining in fixed Income instruments. DSP BlackRock Focus Fund uses S&PP BSE 200 TRI as its benchmark index to construct its portfolio.

Axis Focused 25 Fund Vs DSP BlackRock Focus Fund

Both Axis Focused 25 Fund and DSP BlackRock Focus 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, and current NAV 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 Equity Large Cap. The comparison of current NAV shows a difference between both the schemes. The NAV of Axis Focused 25 Fund was approximately INR 27 while of DSP BlackRock Focus Fund was around INR 22 as on April 26, 2018. With respect to Fincash Rating, it can be said that Axis Mutual Fund’s scheme is rated as a 5-Star scheme and DSP BlackRock Mutual Fund’s scheme is rated as a 3-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
₹48.97 ↑ 0.17   (0.35 %)
₹14,087 on 31 Mar 24
29 Jun 12
Equity
Focused
7
Moderately High
1.74
2.03
-1.35
-0.28
Not Available
0-12 Months (1%),12 Months and above(NIL)
DSP BlackRock Focus Fund
Growth
Fund Details
₹44.476 ↓ -0.01   (-0.03 %)
₹2,189 on 31 Mar 24
10 Jun 10
Equity
Focused
27
Moderately High
2.15
2.19
-0.76
-2.13
Not Available
0-12 Months (1%),12 Months 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 DSP BlackRock Focus 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
4.4%
7.3%
16.2%
30.9%
9.9%
12.2%
14.4%
DSP BlackRock Focus Fund
Growth
Fund Details
5%
0.3%
13.8%
38.5%
15.1%
13.8%
11.4%

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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, DSP BlackRock Focus Fund leads the race. The performance of yearly performance section is as follows.

Parameters
Yearly Performance2023
2022
2021
2020
2019
Axis Focused 25 Fund
Growth
Fund Details
17.2%
-14.5%
24%
21%
14.7%
DSP BlackRock Focus Fund
Growth
Fund Details
34.2%
-4.5%
22.3%
9%
18%

Other Details Section

It is the last section in the comparison that includes comparable elements such as AUM, minimum SIP investment, minimum lumpsum investment, and others. With respect to the minimum SIP and lumpsum investment, both the schemes differ. The minimum SIP and lumpsum amount in case of Axis Focused 25 Fund is INR 1,000 and INR 5,000 respectively. On the other hand, the minimum SIP and lumpsum investment in case of DSP BlackRock Focus Fund are INR 500 and INR 1,000 respectively. Additionally, both the schemes also differ on account of AUM. As on March 31, 2018, the AUM of Axis’s scheme was around INR 3,154 Crores and of DSP BlackRock’s scheme was nearly INR 2,830 Crores. 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
₹500
₹5,000
Sachin Relekar - 0.16 Yr.
DSP BlackRock Focus Fund
Growth
Fund Details
₹500
₹1,000
Vinit Sambre - 3.83 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 Mar 19₹10,000
31 Mar 20₹8,631
31 Mar 21₹13,830
31 Mar 22₹15,908
31 Mar 23₹13,458
31 Mar 24₹18,118
Growth of 10,000 investment over the years.
DSP BlackRock Focus Fund
Growth
Fund Details
DateValue
31 Mar 19₹10,000
31 Mar 20₹7,590
31 Mar 21₹12,764
31 Mar 22₹14,219
31 Mar 23₹13,669
31 Mar 24₹19,099

Detailed Assets & Holdings Comparison

Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash2.29%
Equity97.71%
Equity Sector Allocation
SectorValue
Financial Services26.96%
Basic Materials12%
Technology11.94%
Consumer Cyclical8.79%
Communication Services7.99%
Health Care7.28%
Consumer Defensive6.83%
Utility5.59%
Energy4.82%
Real Estate3.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,144 Cr2,792,844
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,018 Cr1,566,571
↓ -70,285
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹938 Cr3,429,048
↓ -94,782
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹925 Cr2,360,740
↓ -165,961
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
6%₹876 Cr8,323,068
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
6%₹757 Cr7,023,691
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹690 Cr1,310,390
↓ -165,012
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹652 Cr2,232,716
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹623 Cr1,785,591
↓ -231,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
5%₹621 Cr3,894,424
Asset Allocation
DSP BlackRock Focus Fund
Growth
Fund Details
Asset ClassValue
Cash3.17%
Equity96.83%
Equity Sector Allocation
SectorValue
Financial Services29.99%
Consumer Cyclical13.48%
Industrials11.16%
Technology10.41%
Health Care10%
Basic Materials9.69%
Utility3.85%
Real Estate3.48%
Energy3.19%
Consumer Defensive1.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹124 Cr190,845
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹119 Cr1,129,618
Polycab India Ltd (Industrials)
Equity, Since 31 Jul 22 | POLYCAB
4%₹99 Cr208,866
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹95 Cr677,687
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹94 Cr791,597
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹93 Cr552,656
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
4%₹91 Cr139,105
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 22 | ALKEM
4%₹90 Cr176,305
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | TATAMOTORS
4%₹90 Cr949,160
↓ -118,921
GAIL (India) Ltd (Utilities)
Equity, Since 31 Oct 23 | 532155
4%₹86 Cr4,691,423

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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