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) | ₹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 | -0.66% | -1.79% |
| 6 Month | -0.16% | -3.73% |
| 1 Year | 8.38% | 4.05% |
| 3 Year | 14.67% | 11.8% |
| 5 Year | 16.22% | 7.01% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.02% | -2.3% |
| 1 Year | 9.44% | 1.74% |
| 3 Year | 11.32% | 8.07% |
| 5 Year | 12.69% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.08% | 12.39% |
| 3 Year | 14.92% | 14.03% |
| 5 Year | 16.69% | 13.7% |
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 | 0.76% | 0.45% |
| Beta | 0.89% | 0.93% |
| Alpha | -0.4% | -4.16% |
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 | 8.33 | 12.52 |
| Large Cap | 61.27 | 68.49 |
| Mid Cap | 19.43 | 18.4 |
| Small Cap | 10.96 | 0.6 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.87 | 3.02 |
| Energy | 5.82 | - |
| Technology | 4.82 | 4.67 |
| Financial Services | 33.51 | 34.28 |
| Basic Materials | 3.21 | 3.46 |
| Consumer Cyclical | 21.04 | 13.51 |
| Healthcare | 10.3 | 11.54 |
| Communication Services | 1.07 | 9.16 |
| Utilities | 7.01 | 2.98 |
| Consumer Defensive | 3.35 | 1.69 |
| Industrials | 7 | 11.97 |
| Real Estate | - | 3.73 |
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