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Fincash » Axis Focused 25 Vs Nippon India Large Cap Fund

Axis Focused 25 Fund Vs Nippon India Large Cap Fund

Updated on December 2, 2021 , 1619 views

Axis Focused 25 Fund and Nippon India Large Cap Fund (Formerly known as Reliance Large Cap Fund), both schemes are a part of the same category of large-cap fund. However, both the schemes exhibit different attributes. In simple words, the Mutual Fund schemes that invest their pooled money in big businesses are known as Large cap funds. These companies are huge with respect to their size, Capital, and human resources. These companies are considered to deliver consistent performance with respect to their turnover and returns. The market capitalization of these large-cap companies is above INR 10,000 Crores. Even when the Economy is not performing well, the share prices of these companies do not fluctuate much. So, let us understand the differences between Axis Focused 25 Fund and Nippon India Large Cap Fund by analyzing numerous parameters such as current NAV, AUM, and others through this article.

About Axis Focused 25 Fund

Axis Focused 25 Fund uses NIFTY 50 Index as its benchmark to construct its index. The objective of Axis Focused 25 Fund is to attain capital appreciation in the long-term tenure by Investing the pooled money in a concentrated portfolio of equity and equity-related instruments to a maximum of 25 companies. Mr. Jinesh Gopani is the sole fund manager managing the Axis Focused 25 Fund. As on March 31, 2018, some of the top constituents of Axis Focused 25 Fund include Bajaj Finance Limited, HDFC Bank Limited, Motherson Sumi Systems Limited, and Supreme Industries Limited. This scheme was launched on June 29, 2012. Some of the features of Axis Focused 25 Fund include embedded risk management to manage risks of portfolio concentration and high conviction investing.

Nippon India Large Cap Fund (Formerly Reliance Large Cap Fund)

Important- From October 2019, Reliance Mutual Fund has been renamed as Nippon India Mutual Fund. Nippon Life has acquired majority (75%) stakes in Reliance Nippon Asset Management (RNAM). The company will continue to run its operations without any change in structure and management.

The fund was launched on August 08, 2007. It is suitable for investors looking for long-term capital growth by investing in equity and equity-related instruments. Nippon India Mutual Fund’s this scheme’s objective is to aim for long-term capital growth by investing a significant portion of the fund money in equity and equity-related securities of large-cap companies. In addition, the scheme also aims to generate consistent returns by investing in fixed Income instruments. HDFC Bank Limited, State Bank of India, Larsen & Toubro Limited, Tata Steel Limited, and Infosys Limited are some of the top holdings of Reliance/Nippon India Large Cap Fund as of March 31, 2018. The scheme attempts to invest in companies having growth potentials along with high returns on equity and have reasonable valuations.

Axis Focused 25 Fund Vs Reliance Large Cap Fund

Both Axis Focused 25 Fund and Reliance Large Cap Fund differ on numerous accounts. So, let’s understand the differences between these schemes by analyzing these parameters that are classified into four sections. These sections are explained as follows.

Basics Section

The comparable elements forming part of this basics section include current NAV, Fincash Rating, and scheme category. To begin with the NAV, it can be said that both the schemes differ on account of NAV. As on April 26, 2018, the NAV of Axis Focused 25 Fund was around INR 32 and of Reliance Large Cap Fund was nearly INR 27. The comparison of the Fincash Rating states that Axis Focused 25 Fund is rated as 5-Star and Reliance/Nippon India Large Cap Fund is rated as 4-Star. Equity Large Cap is the scheme category of both the schemes. The summary comparison of the basics section is 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
₹46.41 ↓ -0.45   (-0.96 %)
₹20,404 on 31 Oct 21
29 Jun 12
Equity
Focused
7
Moderately High
1.82
2.48
0.38
-2.16
Not Available
0-12 Months (1%),12 Months and above(NIL)
Nippon India Large Cap Fund
Growth
Fund Details
₹49.3816 ↓ -0.34   (-0.68 %)
₹11,279 on 31 Oct 21
8 Aug 07
Equity
Large Cap
20
Moderately High
1.88
2.92
-0.6
3.12
Not Available
0-1 Years (1%),1 Years and above(NIL)

Performance Section

It is the second section in the comparison that analyzes the Compounded Annual Growth Rate or CAGR returns between both the schemes at different time intervals. The comparison of the performance sections states that Axis Focused 25 Fund leads the race in many instances. Moreover, there is a drastic difference between the returns generated by both the schemes. The summary comparison of the performance section is as shown in the table given below.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Axis Focused 25 Fund
Growth
Fund Details
-2.6%
-0.2%
13.9%
32.8%
20.6%
20.4%
17.7%
Nippon India Large Cap Fund
Growth
Fund Details
-4%
1.3%
12.5%
40.1%
14.5%
15.6%
11.8%

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Yearly Performance Section

The analysis of the absolute returns generated by both the schemes for a particular year is done in this section. The comparison of the yearly performance section states that in certain instances Axis Focused 25 Fund leads the race while in other Nippon India Large Cap Fund leads the race. The summary of the yearly performance section is tabulated as follows.

Parameters
Yearly Performance2020
2019
2018
2017
2016
Axis Focused 25 Fund
Growth
Fund Details
21%
14.7%
0.6%
45.2%
4.6%
Nippon India Large Cap Fund
Growth
Fund Details
4.9%
7.3%
-0.2%
38.4%
2.2%

Other Details Section

It is the last section in the comparison. The comparable elements that form part of the other details section include AUM, minimum SIP investment, and minimum Lumpsum investment. The minimum lumpsum amount for both the schemes is same, that is, INR 5,000. However, the minimum SIP investment in case of Reliance Top 200 Fund is INR 100 and for Axis Focused 25 Fund is INR 5,000. Also, with respect to AUM, both the schemes differ. The AUM of Nippon India/Reliance Large Cap Fund was approximately INR 8,825 Crores while of Axis Focused 25 Fund was around INR 3,154 Crores as on March 31, 2018. The table given below shows the briefs 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
Jinesh Gopani - 5.41 Yr.
Nippon India Large Cap Fund
Growth
Fund Details
₹100
₹5,000
Sailesh Raj Bhan - 14.24 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Axis Focused 25 Fund
Growth
Fund Details
DateValue
30 Nov 16₹10,000
30 Nov 17₹13,541
30 Nov 18₹14,105
30 Nov 19₹16,241
30 Nov 20₹18,365
30 Nov 21₹24,483
Growth of 10,000 investment over the years.
Nippon India Large Cap Fund
Growth
Fund Details
DateValue
30 Nov 16₹10,000
30 Nov 17₹13,257
30 Nov 18₹13,440
30 Nov 19₹14,483
30 Nov 20₹14,035
30 Nov 21₹19,916

Detailed portfolio Comparison

Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash4.84%
Equity95.16%
Equity Sector Allocation
SectorValue
Financial Services30.58%
Technology11.13%
Basic Materials9.72%
Consumer Defensive9.23%
Health Care8.92%
Communication Services7.49%
Consumer Cyclical5.63%
Industrials3.26%
Energy2.79%
Utility1.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹1,976 Cr2,670,167
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
9%₹1,882 Cr4,061,005
↓ -19,773
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,613 Cr4,745,804
↑ 325,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
7%₹1,528 Cr2,515,759
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
6%₹1,302 Cr6,408,196
↑ 1,199,468
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
6%₹1,249 Cr2,425,826
↑ 96,939
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹1,222 Cr5,281,472
↑ 194,047
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹1,074 Cr3,775,161
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
4%₹729 Cr408,843
↑ 25,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
3%₹674 Cr4,257,083
↓ -879,377
Asset Allocation
Nippon India Large Cap Fund
Growth
Fund Details
Asset ClassValue
Cash1.69%
Equity98.13%
Other0.18%
Equity Sector Allocation
SectorValue
Financial Services34.68%
Industrials11.41%
Technology10.58%
Consumer Cyclical8.85%
Communication Services8.35%
Consumer Defensive7.55%
Energy7.37%
Utility3.53%
Basic Materials3.29%
Health Care2.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
7%₹791 Cr5,000,000
↑ 880,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
7%₹738 Cr14,700,000
↓ -1,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹722 Cr9,003,161
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
6%₹685 Cr10,000,683
↓ -500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
5%₹618 Cr5,400,927
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹571 Cr2,250,000
↓ -450,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
5%₹569 Cr2,000,315
↓ -300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹539 Cr3,050,000
↑ 250,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹513 Cr23,000,000
↓ -1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 532555
4%₹398 Cr30,013,410
↓ -1,000,000

Therefore, based on the above-mentioned sections, it can be concluded that both Axis Focused 25 Fund and Nippon India/Reliance Large Cap Fund differ on account of numerous parameters. As a result, individuals should pay extra caution while choosing the scheme of their choice. They should see whether the scheme matches their investment objective or not. If required, they can also consult the opinion of a financial advisor. This will help individuals to attain their objectives in a timely manner along with ensuring that their investment is safe.

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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Unknown, posted on 18 Oct 20 9:39 AM

Good analysis

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