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Fincash » SBI Blue Chip Fund Vs Axis Focused 25 Fund

SBI Blue Chip Fund Vs Axis Focused 25 Fund

Updated on December 1, 2019 , 4120 views

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
BasicsNAV
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
₹41.0412 ↓ -0.20   (-0.48 %)
₹23,585 on 31 Oct 19
14 Feb 06
Equity
Large Cap
9
Moderately High
2.23
0.94
-0.9
1.15
Not Available
0-1 Years (1%),1 Years and above(NIL)
Axis Focused 25 Fund
Growth
Fund Details
₹30.39 ↑ 0.07   (0.23 %)
₹8,800 on 31 Oct 19
29 Jun 12
Equity
Focused
7
Moderately High
2.32
1.24
0.24
5.78
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
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
SBI Bluechip Fund
Growth
Fund Details
-0.5%
10.3%
-0.3%
10.9%
11.1%
9%
10.8%
Axis Focused 25 Fund
Growth
Fund Details
0%
12.5%
4.6%
14.9%
18.3%
12.3%
16.1%

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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 Performance2018
2017
2016
2015
2014
SBI Bluechip Fund
Growth
Fund Details
-4.1%
30.2%
4.8%
8%
47.9%
Axis Focused 25 Fund
Growth
Fund Details
0.6%
45.2%
4.6%
3.9%
38.8%

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 DetailsMin SIP Investment
Min Investment
Fund Manager
SBI Bluechip Fund
Growth
Fund Details
₹500
₹5,000
Sohini Andani - 8.67 Yr.
Axis Focused 25 Fund
Growth
Fund Details
₹1,000
₹5,000
Jinesh Gopani - 3.4 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
SBI Bluechip Fund
Growth
Fund Details
DateValue
30 Nov 14₹10,000
30 Nov 15₹10,637
30 Nov 16₹11,476
30 Nov 17₹14,213
30 Nov 18₹13,984
30 Nov 19₹15,567
Growth of 10,000 investment over the years.
Axis Focused 25 Fund
Growth
Fund Details
DateValue
30 Nov 14₹10,000
30 Nov 15₹10,194
30 Nov 16₹11,060
30 Nov 17₹14,976
30 Nov 18₹15,601
30 Nov 19₹17,962

Detailed Assets & Holdings Comparison

Asset Allocation
SBI Bluechip Fund
Growth
Fund Details
Asset ClassValue
Cash6.53%
Equity93.47%
Debt0.01%
Equity Sector Allocation
SectorValue
Financial Services41.4%
Industrials9.84%
Consumer Defensive9.25%
Energy7.5%
Consumer Cyclical6.83%
Basic Materials5.01%
Technology4.57%
Health Care3.55%
Real Estate1.95%
Utility1.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹2,211 Cr17,970,378
Treps
CBLO/Reverse Repo | -
7%₹1,691 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,581 Cr34,143,104
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,188 Cr8,062,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,075 Cr41,713,904
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹949 Cr634,722
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹891 Cr12,101,751
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
3%₹813 Cr3,812,989
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
3%₹805 Cr5,110,470
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
3%₹782 Cr5,343,354
↑ 200,000
Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash1.99%
Equity98.01%
Equity Sector Allocation
SectorValue
Financial Services42.57%
Basic Materials13.17%
Consumer Cyclical11.37%
Technology7.38%
Consumer Defensive6.42%
Industrials5.83%
Energy5.04%
Communication Services4.83%
Health Care1.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹799 Cr6,490,492
↑ 520,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹693 Cr1,721,318
↓ -357,265
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹631 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹608 Cr747,220
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹575 Cr2,534,738
↑ 207,822
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹565 Cr2,830,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹484 Cr2,676,200
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹450 Cr3,207,659
↓ -295,899
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹444 Cr3,031,000
↑ 1,532,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541153
5%₹431 Cr7,044,854
↓ -7,219,050,010

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.

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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