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 | 0.47% | -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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