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 | ₹12286 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 | 2.93% | 2.62% |
6 Month | 16.07% | 15.49% |
1 Year | -1.47% | -2.01% |
3 Year | 13.39% | 9.35% |
5 Year | 21.93% | 13.42% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.57% | 3.44% |
1 Year | 12.92% | 11.64% |
3 Year | 14.38% | 13.06% |
5 Year | 15.26% | 9.95% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.41% | 13.51% |
3 Year | 15.09% | 14.29% |
5 Year | 16.39% | 14.05% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.79% | 13.69% |
Sharp | 0.61% | 0.18% |
Beta | 0.91% | 0.92% |
Alpha | -0.65% | -4.75% |
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 | 3.36 | 15.04 |
Large Cap | 60.49 | 67 |
Small Cap | 13.64 | - |
Mid Cap | 22.51 | 17.96 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.36 | 6.51 |
Energy | 5.59 | - |
Technology | 3.96 | 5.17 |
Communication Services | 1.07 | 8.61 |
Financial Services | 32.14 | 33.92 |
Basic Materials | 3.19 | 3.56 |
Consumer Cyclical | 22.6 | 12.85 |
Healthcare | 11.11 | 10.63 |
Consumer Defensive | 1.73 | 1.35 |
Industrials | 11.47 | 10.58 |
Utilities | 3.77 | 3.25 |
Real Estate | - | 3.58 |
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