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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 February 18, 2024 , 2207 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
₹46.95 ↓ -0.02   (-0.04 %)
₹13,861 on 31 Jan 24
29 Jun 12
Equity
Focused
7
Moderately High
1.74
1.29
-1.99
-4.63
Not Available
0-12 Months (1%),12 Months and above(NIL)
Nippon India Large Cap Fund
Growth
Fund Details
₹76.2913 ↑ 0.33   (0.43 %)
₹21,454 on 31 Jan 24
8 Aug 07
Equity
Large Cap
20
Moderately High
1.86
2.23
1.69
7.7
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
2.8%
9.6%
15.1%
23.6%
6.3%
13.2%
14.2%
Nippon India Large Cap Fund
Growth
Fund Details
3.6%
15.7%
19.7%
38.6%
22.5%
19%
13.1%

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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 Performance2023
2022
2021
2020
2019
Axis Focused 25 Fund
Growth
Fund Details
17.2%
-14.5%
24%
21%
14.7%
Nippon India Large Cap Fund
Growth
Fund Details
32.1%
11.3%
32.4%
4.9%
7.3%

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
Shreyash Devalkar - 0.5 Yr.
Nippon India Large Cap Fund
Growth
Fund Details
₹100
₹5,000
Sailesh Raj Bhan - 16.5 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 19₹10,000
31 Jan 20₹12,469
31 Jan 21₹13,978
31 Jan 22₹17,253
31 Jan 23₹14,657
31 Jan 24₹18,142
Growth of 10,000 investment over the years.
Nippon India Large Cap Fund
Growth
Fund Details
DateValue
31 Jan 19₹10,000
31 Jan 20₹10,710
31 Jan 21₹11,264
31 Jan 22₹15,319
31 Jan 23₹16,457
31 Jan 24₹22,425

Detailed portfolio Comparison

Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash2.61%
Equity97.39%
Equity Sector Allocation
SectorValue
Financial Services27.19%
Basic Materials14.95%
Technology11.83%
Health Care7.92%
Consumer Defensive7.74%
Communication Services7.51%
Consumer Cyclical7.32%
Utility4.54%
Energy4%
Real Estate2.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
8%₹1,225 Cr1,671,598
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | DMART
8%₹1,117 Cr2,736,701
↓ -219,131
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,088 Cr2,869,324
↓ -27,848
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
7%₹965 Cr3,552,640
↓ -225,563
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
6%₹912 Cr1,774,864
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
6%₹829 Cr8,323,068
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
6%₹805 Cr2,061,908
↓ -34,123
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJFINSV
5%₹657 Cr3,894,424
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | TORNTPOWER
5%₹656 Cr7,023,691
LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM
4%₹620 Cr984,297
Asset Allocation
Nippon India Large Cap Fund
Growth
Fund Details
Asset ClassValue
Cash1.64%
Equity98.36%
Equity Sector Allocation
SectorValue
Financial Services36.66%
Consumer Cyclical13.09%
Industrials9.89%
Consumer Defensive9.44%
Energy7.07%
Technology6.89%
Utility6.59%
Basic Materials3.59%
Health Care2.75%
Communication Services2.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹1,906 Cr11,150,529
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,465 Cr14,700,000
↑ 1,400,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹1,241 Cr4,800,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,162 Cr18,100,644
↑ 5,100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹952 Cr2,700,529
↑ 500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹924 Cr20,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
4%₹849 Cr7,700,080
↑ 1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | NTPC
3%₹669 Cr21,500,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | TATAPOWER
3%₹664 Cr20,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
3%₹617 Cr4,000,084

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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