Axis Focused Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8420 Cr | ₹12257 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 | -0.71% | 0.16% |
6 Month | 11.6% | 11.13% |
1 Year | -0.57% | -0.85% |
3 Year | 14.78% | 11.53% |
5 Year | 21.79% | 12.76% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.34% | 1.81% |
1 Year | 12.04% | 12.07% |
3 Year | 13.36% | 12.58% |
5 Year | 14.42% | 9.57% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.22% | 13.08% |
3 Year | 14.95% | 14.22% |
5 Year | 16.49% | 13.94% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.79% | 13.32% |
Sharp | 0.69% | 0.31% |
Beta | 0.91% | 0.91% |
Alpha | -0.87% | -4.35% |
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 | 4.81 | 15.07 |
Large Cap | 59.02 | 66.84 |
Mid Cap | 22.48 | 18.09 |
Small Cap | 13.69 | - |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.81 | 6.42 |
Energy | 5.58 | - |
Technology | 4.98 | 5.23 |
Financial Services | 32.11 | 32.29 |
Basic Materials | 3.29 | 3.88 |
Consumer Cyclical | 19.99 | 13.89 |
Healthcare | 10.62 | 10.99 |
Communication Services | 1.23 | 8.68 |
Consumer Defensive | 2.41 | 1.54 |
Industrials | 11.22 | 10.53 |
Utilities | 3.77 | 3.04 |
Real Estate | - | 3.52 |
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