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) | ₹8553 Cr | ₹12644 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 | 2.52% | 2.79% |
6 Month | 6.1% | 3.38% |
1 Year | 2.57% | 6.32% |
3 Year | 18.97% | 14.63% |
5 Year | 24.36% | 15.13% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.39% | 8.91% |
1 Year | 13.57% | 11.98% |
3 Year | 16.47% | 14.25% |
5 Year | 17.4% | 11.05% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.67% | 14.14% |
3 Year | 14.89% | 14.35% |
5 Year | 16.24% | 13.84% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.79% | 15.70% |
Sharp | 0.78% | 0.35% |
Beta | 0.91% | 0.99% |
Alpha | -0.4% | -5.72% |
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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 | 7.7 | 8.97 |
Large Cap | 54.06 | 73.81 |
Small Cap | 15.65 | - |
Mid Cap | 22.59 | 17.22 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.7 | 6.09 |
Petroleum Products | 5.75 | - |
IT - Software | 4.12 | - |
IT - Services | 1.55 | - |
Finance | 6.65 | - |
Banks | 21.55 | - |
Cement & Cement Products | 2.97 | - |
Leisure Services | 6.36 | - |
Pharmaceuticals & Biotechnology | 5.47 | - |
Automobiles | 5.75 | - |
Entertainment | 1.06 | - |
Electrical Equipment | 3.28 | - |
Retailing | 8.02 | - |
Healthcare Services | 2.42 | - |
Auto Components | 4.37 | - |
Diversified | 3.26 | - |
Transport Services | 3.31 | - |
Industrial Manufacturing | 1.98 | - |
Capital Markets | 2.33 | - |
Insurance | 2.1 | - |
Financial Services | - | 35.5 |
Industrials | - | 10.2 |
Consumer Cyclical | - | 10.31 |
Consumer Defensive | - | 1.26 |
Basic Materials | - | 4.89 |
Healthcare | - | 9.99 |
Communication Services | - | 8.96 |
Technology | - | 5.79 |
Real Estate | - | 3.21 |
Utilities | - | 3.8 |
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