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) | ₹8712 Cr | ₹12581 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 | 2.62% | 0.07% |
| 6 Month | 6.11% | 3.82% |
| 1 Year | 9.38% | 7.58% |
| 3 Year | 14.48% | 10.75% |
| 5 Year | 20.4% | 11.08% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.08% | 0.35% |
| 1 Year | 14.43% | 9.58% |
| 3 Year | 13.78% | 11.65% |
| 5 Year | 14.35% | 9.06% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.28% | 12.77% |
| 3 Year | 14.97% | 14.16% |
| 5 Year | 16.58% | 13.85% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 13.40% |
| Sharp | 0.60% | 0.37% |
| Beta | 0.90% | 0.92% |
| Alpha | -0.97% | -3.77% |
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 | 4.89 | 14.31 |
| Large Cap | 61.37 | 66.71 |
| Mid Cap | 20.85 | 18.03 |
| Small Cap | 12.89 | 0.95 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.89 | 4.84 |
| Energy | 5.58 | - |
| Technology | 4.86 | 4.65 |
| Financial Services | 33.01 | 33.39 |
| Basic Materials | 3.25 | 3.74 |
| Consumer Cyclical | 19.03 | 13.53 |
| Healthcare | 10.35 | 11.62 |
| Communication Services | 1.17 | 8.58 |
| Consumer Defensive | 3.08 | 1.35 |
| Industrials | 10.88 | 11.87 |
| Utilities | 3.9 | 3.03 |
| Real Estate | - | 3.41 |
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