+91-22-48913909SBI Blue Chip Fund Vs Axis Focused 25 Fund
SBI Blue Chip Fund and Axis Focused 25 Fund both the schemes are equity-oriented ones that belong to large-cap category. Though both schemes belong to the same category, yet there exist differences between both of them. On a general note, Large cap funds are the schemes that invest their accumulated fund money in shares of large-cap companies. These companies are also known as bluechip companies. These companies depict consistency in their performance with respect to returns and growth on a yearly basis. The market capitalization is more than INR 10,000 crores and they are huge in size and manpower. So, let us understand the differences between SBI Blue Chip Fund and Axis Focused 25 Fund based on various parameters such as AUM, Current NAV, and performance.
SBI Blue Chip Fund
SBI Blue Chip Fund was launched on February 14, 2006, and is a large-cap Mutual Fund scheme offered by SBI Mutual Fund. Its objective is to provide the investors with capital growth in the long-term by Investing in shares of companies that form part of its benchmark index. SBI Blue Chip Fund uses S&P BSE 100 Index as its benchmark to build its Portfolio.
The top constituents that form part of SBI Blue Chip Fund’s portfolio include (as on March 31, 2018) HDFC Bank Limited, Larsen & Toubro Limited, ITC Limited, Mahindra & Mahindra Limited and Nestle India Limited.
Ms. Sohini Andani is the Fund Manager managing SBI Blue Chip Fund. SBI Blue Chip Fund is suitable for investors who want exposure to Indian Blue Chip companies from a medium to long-term perspective.
Axis Focused 25 Fund
Axis Focused 25 Fund is an open-ended large-cap fund was launched on June 29, 2012. This scheme uses Nifty 50 as its index to construct the portfolio and is managed and offered by Axis Mutual Fund. The fund manager who manages the Axis Focused 25 Fund is Mr. Jinesh Gopani.
The top constituents of Axis Focused 25 Fund (as on March 31, 2018) included Bajaj Finance Limited, HDFC Limited, Shree Cements Limited, and Supreme Industries Limited.
The features of Axis Focused 25 Fund is embedded risk management system to control the risk of portfolio concentration and high conviction investing with a maximum of 25 stocks in the portfolio. The scheme’s objective is to attain growth in the capital in long-term by investing in a concentrated portfolio of equity instruments to a maximum of 25 companies.
SBI Blue Chip Fund Vs Axis Focused 25 Fund
Though SBI Blue Chip Fund and Axis Focused 25 Fund both belong to the same category yet there exist differences between them based on various parameters. So, let us compare both the schemes on these parameters that are classified into four sections given below as follows.
Basics Section
It is the first section in the comparison of both the schemes. The elements forming part of basics section include current NAV, Fincash Rating, and scheme category. The current NAV of both the schemes shows that there exists a significant difference between the NAVs of both the schemes. As on April 20, 2018, the NAV of SBI Blue Chip Fund is approximately INR 38 while of Axis Focused 25 Fund is INR 27.
The comparison of Fincash Rating shows that, SBI Blue Chip Fund is a 4-Star rated scheme, while Axis Focused 25 Fund is 5-Star rated scheme.
The scheme category of both the scheme reveals both the scheme belongs to the same category of Equity Large Cap. The summary comparison of the basics section is as shown in the table given below.
Parameters Basics NAV Net Assets (Cr) Launch Date Rating Category Sub Cat. Category Rank Risk Expense Ratio Sharpe Ratio Information Ratio Alpha Ratio Benchmark Exit Load SBI Bluechip Fund
Growth
Fund Details ₹93.8779 ↓ -0.39 (-0.41 %) ₹55,431 on 31 Jul 26 14 Feb 06 ☆☆☆☆ Equity Large Cap 9 Moderately High 1.52 -0.13 -0.24 0.51 Not Available 0-1 Years (1%),1 Years and above(NIL) Axis Focused 25 Fund
Growth
Fund Details ₹57.05 ↓ -0.05 (-0.09 %) ₹11,315 on 31 Jul 26 29 Jun 12 ☆☆☆☆☆ Equity Focused 7 Moderately High 1.74 -0.14 -0.51 -1.79 Not Available 0-12 Months (1%),12 Months and above(NIL)
Performance Section
The performance section compares the CAGR or Compounded Annual Growth Rate Returns for both the schemes at different time intervals. It is the second section in the comparison of both the schemes. The comparison of performance section reveals that in most time intervals, the returns generated by Axis Focused 25 Fund is higher as compared to the returns generated by SBI Blue Chip Fund. The table given below shows the summary of performance section.
Parameters Performance 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since launch SBI Bluechip Fund
Growth
Fund Details -0.5% 3.8% -2.4% 2.1% 10.4% 10.2% 11.5% Axis Focused 25 Fund
Growth
Fund Details 5.1% 12.5% 6.3% 3% 11.8% 5.6% 13.1%
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Yearly Performance Section
Being the third section in the comparison, it compares the absolute returns between both the scheme for a particular year. The comparison of yearly performance reveals that for certain years the performance of SBI Blue Chip Fund is better while in others, the performance of Axis Focused 25 Fund is better. The summary comparison of the yearly performance section is tabulated as follows.
Parameters Yearly Performance 2024 2023 2022 2021 2020 SBI Bluechip Fund
Growth
Fund Details 9.7% 12.5% 22.6% 4.4% 26.1% Axis Focused 25 Fund
Growth
Fund Details 2.5% 14.8% 17.2% -14.5% 24%
Other Details Section
The elements that are compared in the other details section include AUM, minimum SIP investment, and minimum lumpsum investment. The comparison of AUM reveals that there is a significant difference between the AUM of both the schemes.
As on March 31, 2018, the AUM of SBI Blue Chip Fund was INR 17,724 Crores while of Axis Focused 25 Fund was INR 3,154 Crores.
The minimum lumpsum investment for the schemes is same, that is, INR 5,000. However, the minimum SIP investment is different for both the schemes. In case of SBI Blue Chip Fund, the SIP amount is INR 500 while for Axis Focused 25 Fund, it is INR 1,000. The table given below compares the other details section.
Parameters Other Details Min SIP Investment Min Investment Fund Manager SBI Bluechip Fund
Growth
Fund Details ₹500 ₹5,000 Saurabh Pant - 2.33 Yr. Axis Focused 25 Fund
Growth
Fund Details ₹500 ₹5,000 Sachin Relekar - 2.5 Yr.
Growth of 10k Investments over the years
SBI Bluechip Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,735 31 Jul 23 ₹12,729 31 Jul 24 ₹16,218 31 Jul 25 ₹16,391 31 Jul 26 ₹16,733 Axis Focused 25 Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,734 31 Jul 23 ₹10,124 31 Jul 24 ₹12,844 31 Jul 25 ₹13,065 31 Jul 26 ₹13,272
Detailed Assets & Holdings Comparison
SBI Bluechip Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 1.02% Equity 98.85% Debt 0.12% Equity Sector Allocation
Sector Value Financial Services 34.71% Consumer Cyclical 13.4% Basic Materials 10.48% Industrials 10.25% Energy 6.98% Consumer Defensive 6.6% Health Care 6.36% Technology 4.9% Communication Services 2.61% Utility 1.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK9% ₹4,828 Cr 60,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK8% ₹4,518 Cr 32,850,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE6% ₹3,170 Cr 24,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT6% ₹3,066 Cr 7,400,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN4% ₹1,962 Cr 19,106,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 May 25 | 5008204% ₹1,950 Cr 7,400,000
↓ -900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322153% ₹1,850 Cr 13,750,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MOTHERSON3% ₹1,802 Cr 121,700,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY3% ₹1,783 Cr 17,817,914 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | HDFCLIFE3% ₹1,670 Cr 29,000,000 Axis Focused 25 Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 6.22% Equity 93.78% Equity Sector Allocation
Sector Value Financial Services 33.36% Consumer Cyclical 19.21% Industrials 19.1% Health Care 10.24% Utility 2.79% Communication Services 2.59% Energy 2.43% Basic Materials 2.12% Consumer Defensive 1.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK8% ₹887 Cr 6,447,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL6% ₹685 Cr 25,903,009 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | CHOLAFIN5% ₹595 Cr 3,323,446
↑ 122,759 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹586 Cr 5,834,603
↑ 809,400 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP5% ₹580 Cr 668,123 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB5% ₹555 Cr 843,385 State Bank of India (Financial Services)
Equity, Since 31 Jan 26 | SBIN4% ₹473 Cr 4,604,580 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 24 | APARINDS4% ₹463 Cr 294,766
↑ 9,300 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 24 | POLICYBZR4% ₹404 Cr 2,480,589 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 24 | INDIGO4% ₹402 Cr 748,246
↑ 21,927
Therefore, from the above-mentioned pointers, it can be said that both the schemes differ on account of numerous parameters. Resultantly, individuals should be careful and cautious while choosing any of the schemes for investment. They should understand the modalities of the scheme completely and check whether it suits their objective or not. This will help individuals, to attain their objectives on time and ensure that their money is safe.
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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good details provided helpful for decesion making
Very nice comparision to understand indepth of the two funds