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Fincash » Kotak Select Focus Fund Vs Axis Focused 25 Fund

Kotak Standard Multicap Fund Vs Axis Focused 25 Fund

Updated on October 16, 2019 , 1785 views

Kotak Standard Multicap Fund and Axis Focused 25 Fund both the Mutual Fund schemes belong to the large-cap category of equity fund. These schemes invest their corpus in equity and equity-related instruments of companies whose market capitalization is above INR 10,000 crores. These companies are considered to be the market leaders in their industry and generate steady returns and profit over a given time frame. Even during economic downturns, the share price of large-cap companies does not fluctuate much and many individuals tend to invest in large-cap shares. Though both Kotak Standard Multicap Fund and Axis Focused 25 Fund belong to the same category of Large cap funds, yet; they differ on account of various parameters. So, let us understand the differences between Kotak Standard Multicap Fund and Axis Focused 25 Fund through this article.

About Kotak Standard Multicap Fund (Erstwhile Kotak Select Focus Fund)

Kotak Standard Multicap Fund (earlier known as Kotak Select Focus Fund) is offered by Kotak Mutual Fund under the large-cap category of Equity Funds. It is an open-ended scheme which was launched in the month of September 2009. The objective of this scheme is to achieve long-term capital appreciation from a portfolio of equity and equity-related securities generally focused on a few sectors. Kotak Standard Multicap Fund uses Nifty 200 as its benchmark index to construct its portfolio. As on March 31, 2018, some of the top holdings of Kotak Standard Multicap Fund’s portfolio included Hero MotoCorp Limited, Reliance Industries Limited, Larsen and Toubro Limited, and Maruti Suzuki India Limited. Kotak Standard Multicap Fund is solely managed by Mr. Harsha Upadhyaya.

About Axis Focused 25 Fund

Axis Focused 25 Fund is a part of large-cap Mutual Fund offered by Axis Mutual Fund. This open-ended large-cap fund was launched on June 29, 2012, and uses NIFTY 50 as its index to construct the portfolio. The objective of Axis Focused 25 Fund is to generate long-term capital appreciation by Investing in a concentrated portfolio consisting of equity and equity-related instruments to a maximum of 25 companies. As on March 31, 2018, some of the holdings that constituted Axis Focused 25 Fund’s portfolio consisted of Bajaj Finance Limited, HDFC Limited, Shree Cements Limited, and Supreme Industries Limited. Axis Focused 25 Fund is also managed solely by Mr. Jinesh Gopani. Some of the highlights of this scheme are embedded risk management system to manage the risk of portfolio concentration and high conviction investing with a maximum of 25 stocks in the portfolio.

Kotak Standard Multicap Fund Vs Axis Focused 25 Fund

Kotak Standard Multicap Fund and Axis Focused 25 Fund differ from each other on various parameters though they belong to the same category. So, let us compare and understand the differences between both the schemes that are divided into four sections, namely, basics section, performance section, yearly performance section, and other details section.

Basics Section

It is the first section in the comparison of both the schemes. The comparable elements in this section include Fincash Rating, scheme category, and current NAV. The comparison of Fincash Rating reveals that, both the schemes are rated as 5-Star schemes. Similarly, with respect to scheme category, it can be said that both the schemes are a part of Equity Large-Cap Category. The comparison of AUM shows that there is a difference between the AUM of Kotak Standard Multicap Fund and Axis Focused 25 Fund with Kotak’s scheme leading the race. As on April 20, 2018, the AUM of Kotak Standard Multicap Fund is approximately INR 32 while of Axis Focused 25 Fund is approximately INR 27. The summary comparison of 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
Kotak Standard Multicap Fund
Growth
Fund Details
₹35.876 ↑ 0.27   (0.76 %)
₹25,385 on 31 Aug 19
11 Sep 09
Equity
Multi Cap
3
Moderately High
2.01
-0.46
0.11
3.77
Not Available
0-1 Years (1%),1 Years and above(NIL)
Axis Focused 25 Fund
Growth
Fund Details
₹29.91 ↑ 0.15   (0.50 %)
₹7,841 on 31 Aug 19
29 Jun 12
Equity
Focused
7
Moderately High
2.73
-0.58
0.24
-2.6
Not Available
0-12 Months (1%),12 Months and above(NIL)

Performance Section

This section compares the Compounded Annual Growth Rate or CAGR returns of both the schemes at different time periods. These returns are compared at different time periods such as 1 Month Return, 3 Month Return, 6 Month Return, and 5 Year Return. On a hindsight, the performance of both the schemes reveals that Axis Focused 25 Fund has done better as compared to Kotak Standard Multicap 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
Kotak Standard Multicap Fund
Growth
Fund Details
6.5%
1.3%
0.5%
14.1%
10%
13%
13.5%
Axis Focused 25 Fund
Growth
Fund Details
10.7%
6.5%
8.5%
18.2%
14.1%
14.9%
16.2%

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Yearly Performance Section

This section compares the absolute returns generated by both the schemes for a particular year. The comparison of yearly performance section reveals that for certain years, Axis Focused 25 Fund has performed better while for certain years, Kotak Standard Multicap Fund has done better. The summary of yearly performance section is as follows.

Parameters
Yearly Performance2018
2017
2016
2015
2014
Kotak Standard Multicap Fund
Growth
Fund Details
-0.9%
34.3%
9.4%
3%
57.9%
Axis Focused 25 Fund
Growth
Fund Details
0.6%
45.2%
4.6%
3.9%
38.8%

Other Details Section

It is the last section that includes elements such as AUM, Minimum SIP and Lumpsum Investment, and Exit Load. The comparison of the AUM reveals that the AUM of Kotak Standard Multicap Fund is higher as compared to Axis Focused 25 Fund. As on March 31, 2018, the AUM of Kotak was around INR 17,853 crores while that of Axis’s scheme was approximately INR 3,154 crores. The minimum lumpsum investment for both the schemes is same that is, INR 5,000. However, the minimum SIP investment in case of Kotak Standard Multicap Fund is INR 500 and of Axis Focused 25 Fund is INR 1,000. The table showing the factors under other details section are listed below as follows.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Kotak Standard Multicap Fund
Growth
Fund Details
₹500
₹5,000
Harsha Upadhyaya - 7.08 Yr.
Axis Focused 25 Fund
Growth
Fund Details
₹1,000
₹5,000
Jinesh Gopani - 3.23 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Kotak Standard Multicap Fund
Growth
Fund Details
DateValue
30 Sep 14₹10,000
30 Sep 15₹11,565
30 Sep 16₹13,328
30 Sep 17₹15,820
30 Sep 18₹16,519
30 Sep 19₹17,965
Growth of 10,000 investment over the years.
Axis Focused 25 Fund
Growth
Fund Details
DateValue
30 Sep 14₹10,000
30 Sep 15₹11,274
30 Sep 16₹12,859
30 Sep 17₹15,861
30 Sep 18₹17,349
30 Sep 19₹19,058

Detailed Assets & Holdings Comparison

Asset Allocation
Kotak Standard Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash7.47%
Equity92.51%
Debt0.01%
Other0%
Equity Sector Allocation
SectorValue
Financial Services35.14%
Industrials11.38%
Energy10.15%
Basic Materials9.74%
Technology8.5%
Consumer Cyclical5.76%
Consumer Defensive3.96%
Utility3.13%
Health Care1.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
10%₹2,503 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,659 Cr40,500,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹1,630 Cr7,315,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,623 Cr13,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,262 Cr9,500,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,185 Cr17,850,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,119 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹994 Cr4,400,000
↑ 200,000
Cash Offset For Derivatives
Derivative Margin | -
3%-₹736 Cr73,579
↑ 15,300
Cnx Nifty-Sep2019
- | -
3%₹702 Cr634,650
↑ 634,650
Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash5.43%
Equity94.57%
Equity Sector Allocation
SectorValue
Financial Services42.01%
Technology14.21%
Basic Materials13.9%
Consumer Cyclical13.32%
Consumer Defensive5.47%
Health Care3%
Industrials2.42%
Energy2.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹693 Cr2,078,583
↑ 120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹665 Cr2,985,246
↑ 400,546
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹574 Cr4,006,457
↓ -700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹571 Cr2,526,916
↓ -272,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹532 Cr747,220
↑ 25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹499 Cr2,303,287
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹483 Cr3,503,558
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹433 Cr2,676,200
↑ 200,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹429 Cr2,730,122
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹371 Cr3,352,718

Thus, in a nutshell, it can be said that both the schemes differ on account of various parameters. Resultantly, individuals should understand the modalities of the scheme completely and match it with their investment objective before choosing any of the schemes to invest. Investors, if required, can also consult a financial advisor. This will help them to attain their objectives on time.

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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