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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 March 24, 2024 , 19664 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
₹78.8192 ↑ 0.11   (0.13 %)
₹43,355 on 29 Feb 24
14 Feb 06
Equity
Large Cap
9
Moderately High
1.64
1.53
-1.06
-5.25
Not Available
0-1 Years (1%),1 Years and above(NIL)
Axis Focused 25 Fund
Growth
Fund Details
₹48.4 ↑ 0.52   (1.09 %)
₹13,538 on 29 Feb 24
29 Jun 12
Equity
Focused
7
Moderately High
1.74
1.41
-1.88
-10.98
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
1%
2.6%
10.3%
30%
15.6%
15.4%
12.1%
Axis Focused 25 Fund
Growth
Fund Details
3.3%
6.4%
14.3%
35.2%
9.2%
12.6%
14.4%

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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 Performance2023
2022
2021
2020
2019
SBI Bluechip Fund
Growth
Fund Details
22.6%
4.4%
26.1%
16.3%
11.6%
Axis Focused 25 Fund
Growth
Fund Details
17.2%
-14.5%
24%
21%
14.7%

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 - 13.51 Yr.
Axis Focused 25 Fund
Growth
Fund Details
₹500
₹5,000
Sachin Relekar - 0.08 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
SBI Bluechip Fund
Growth
Fund Details
DateValue
28 Feb 19₹10,000
29 Feb 20₹10,693
28 Feb 21₹14,270
28 Feb 22₹16,079
28 Feb 23₹17,090
29 Feb 24₹21,376
Growth of 10,000 investment over the years.
Axis Focused 25 Fund
Growth
Fund Details
DateValue
28 Feb 19₹10,000
29 Feb 20₹11,841
28 Feb 21₹14,545
28 Feb 22₹16,492
28 Feb 23₹14,363
29 Feb 24₹17,995

Detailed Assets & Holdings Comparison

Asset Allocation
SBI Bluechip Fund
Growth
Fund Details
Asset ClassValue
Cash4.34%
Equity95.66%
Equity Sector Allocation
SectorValue
Financial Services29.58%
Consumer Cyclical16.68%
Consumer Defensive10.77%
Industrials10.58%
Health Care7.23%
Basic Materials6.96%
Technology4.57%
Energy4.4%
Real Estate2.6%
Communication Services2.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
8%₹3,509 Cr25,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹3,373 Cr32,053,104
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
6%₹2,579 Cr7,417,268
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,992 Cr11,900,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,991 Cr49,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹1,861 Cr6,370,915
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 22 | 500034
4%₹1,829 Cr2,815,833
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 500825
3%₹1,292 Cr2,601,838
↑ 206,866
Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532827
3%₹1,088 Cr317,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 19 | SUNPHARMA
2%₹1,009 Cr6,392,866
Asset Allocation
Axis Focused 25 Fund
Growth
Fund Details
Asset ClassValue
Cash2.41%
Equity97.59%
Equity Sector Allocation
SectorValue
Financial Services27.02%
Basic Materials14.31%
Technology11.56%
Health Care8.06%
Consumer Cyclical8.04%
Consumer Defensive6.91%
Communication Services6.76%
Utility5.27%
Energy4.6%
Real Estate3.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,123 Cr1,636,856
↓ -34,742
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,066 Cr2,792,844
↓ -76,480
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹958 Cr2,526,701
↓ -210,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹893 Cr3,523,830
↓ -28,810
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | ICICIBANK
6%₹856 Cr8,323,068
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹742 Cr1,475,402
↓ -299,462
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
5%₹740 Cr2,016,680
↓ -45,228
Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 21 | 532779
5%₹730 Cr7,023,691
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
5%₹637 Cr2,232,716
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
5%₹634 Cr3,894,424

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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simerjeet , posted on 1 Jul 22 12:33 PM

good details provided helpful for decesion making

r p verma, posted on 9 Jun 21 5:42 PM

Very nice comparision to understand indepth of the two funds

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