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Axis Focused Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

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tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
Fund Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹8887 Cr ₹12445 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 Dec 2006 29 Jun 2012
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 59% 180%
Expense Ratio 1.84 1.74
Manager Vinay Sharma Shreyash Devalkar
ISIN Code INF204K01GE7 INF846K01CH7
Exits Load Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Month 0.47% -1.45%
6 Month 2.69% 0.77%
1 Year 5.25% -0.31%
3 Year 13.66% 11.01%
5 Year 18.35% 9.1%

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
6 Month 2.33% -0.57%
1 Year 15.35% 8.31%
3 Year 13.48% 10.53%
5 Year 13.95% 8.45%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
1 Year 10.2% 12.64%
3 Year 14.92% 14.1%
5 Year 16.62% 13.79%

Risk Management

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.79% 15.43%
Sharp 0.66% 0.42%
Beta 0.9% 0.93%
Alpha -0.75% -3.72%

Fund Managers

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
Name Vinay Sharma Shreyash Devalkar
Total AUM ₹14183 Cr ₹166770 Cr
Funds Managed 3 14
Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 3.71 13.5
Large Cap 62.2 67
Mid Cap 21.24 18.7
Small Cap 12.85 0.79

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 3.71 3.93
Energy 5.56 -
Technology 4.86 4.42
Financial Services 34.14 33.51
Basic Materials 3.31 3.59
Consumer Cyclical 18.78 13.64
Healthcare 10.38 12.11
Communication Services 1.28 9.05
Consumer Defensive 3.24 0.88
Industrials 10.6 11.85
Utilities 4.14 3.19
Real Estate - 3.84

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