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Fincash » Axis Focused 25 Vs DSPBR Focus Fund

Axis Focused 25 Fund Vs DSP BlackRock Focus Fund

Updated on February 19, 2020 , 279 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
₹32.29 ↓ -0.13   (-0.40 %)
₹9,627 on 31 Jan 20
29 Jun 12
Equity
Focused
7
Moderately High
2.32
1.92
0.53
13.06
Not Available
0-12 Months (1%),12 Months and above(NIL)
DSP BlackRock Focus Fund
Growth
Fund Details
₹25.834 ↓ -0.01   (-0.05 %)
₹2,089 on 31 Jan 20
10 Jun 10
Equity
Focused
27
Moderately High
2.17
1.28
-0.33
8.31
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
3.5%
6.6%
17.5%
27.9%
16.9%
12.1%
16.6%
DSP BlackRock Focus Fund
Growth
Fund Details
-1.1%
2.1%
17.3%
23.7%
9.5%
7.7%
10.3%

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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 Performance2019
2018
2017
2016
2015
Axis Focused 25 Fund
Growth
Fund Details
14.7%
0.6%
45.2%
4.6%
3.9%
DSP BlackRock Focus Fund
Growth
Fund Details
18%
-5.6%
29.2%
6.1%
2%

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
₹1,000
₹5,000
Jinesh Gopani - 3.57 Yr.
DSP BlackRock Focus Fund
Growth
Fund Details
₹500
₹1,000
Gopal Agrawal - 1.25 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 Jan 15₹10,000
31 Jan 16₹9,259
31 Jan 17₹10,769
31 Jan 18₹14,833
31 Jan 19₹14,041
31 Jan 20₹17,508
Growth of 10,000 investment over the years.
DSP BlackRock Focus Fund
Growth
Fund Details
DateValue
31 Jan 15₹10,000
31 Jan 16₹9,054
31 Jan 17₹10,863
31 Jan 18₹13,387
31 Jan 19₹12,029
31 Jan 20₹14,704

Detailed Assets & Holdings Comparison

Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash7.57%
Equity92.43%
Equity Sector Allocation
SectorValue
Financial Services43.02%
Basic Materials12.02%
Consumer Cyclical10.68%
Consumer Defensive6.42%
Technology6.01%
Energy5.47%
Communication Services5.4%
Industrials2.64%
Health Care2.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹804 Cr1,899,523
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹709 Cr4,206,457
↑ 200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹702 Cr747,220
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹603 Cr4,738,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹585 Cr3,180,122
↑ 350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹548 Cr2,534,738
Clearing Corporation Of India Ltd
CBLO | -
6%₹519 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹499 Cr3,293,000
↓ -899,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹478 Cr1,981,971
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹442 Cr2,475,200
Asset Allocation
DSP BlackRock Focus Fund
Growth
Fund Details
Asset ClassValue
Cash0.77%
Equity99.23%
Equity Sector Allocation
SectorValue
Financial Services47.31%
Basic Materials14%
Technology8.6%
Industrials8.29%
Energy7.2%
Consumer Cyclical5.94%
Consumer Defensive3.58%
Health Care3.47%
Utility0.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
11%₹228 Cr4,230,390
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
10%₹211 Cr1,661,848
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹146 Cr345,564
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
6%₹126 Cr829,463
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 17 | LT
5%₹108 Cr835,005
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
5%₹93 Cr1,752,923
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | 532215
5%₹93 Cr1,230,735
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 16 | 500238
4%₹87 Cr365,511
↓ -14,749
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 16 | ITC
4%₹73 Cr3,085,132
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹72 Cr981,934

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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