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Axis Focused Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

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tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 0.94% -0.84%
6 Month 3.75% 1.9%
1 Year 4.7% 0.94%
3 Year 13.6% 10.66%
5 Year 18.83% 9.66%

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Axis Focused Fund - Regular Plan - Growth Option
6 Month 3.11% 1.04%
1 Year 15.92% 10.05%
3 Year 13.58% 11.25%
5 Year 14.13% 8.85%

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 12.50% 13.41%
Sharp 0.59% 0.35%
Beta 0.90% 0.93%
Alpha -0.42% -3.34%

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 3.68 3.93
Large Cap 62.21 80.46
Mid Cap 18.49 12.87
Small Cap 15.62 2.75

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Axis Focused Fund - Regular Plan - Growth Option

Others 3.68 3.93
Petroleum Products 5.56 -
IT - Software 4.86 4.41
Finance 7.82 12.69
Banks 24.42 17.14
Cement & Cement Products 3.31 -
Leisure Services 5.61 -
Pharmaceuticals & Biotechnology 5.78 8.03
Entertainment 1.28 -
Beverages 3.24 -
Electrical Equipment 3.6 1.96
Retailing 11.16 10.81
Healthcare Services 2.77 4.08
Diversified 2.56 -
Transport Services 2.63 4.2
Auto Components 3.86 -
Industrial Manufacturing 1.82 -
Capital Markets 1.9 -
Power 4.14 3.19
Aerospace & Defense - 3.54
Automobiles - 6
Industrial Products - 2.16
Chemicals & Petrochemicals - 3.59
Telecom - Services - 6.76
Financial Technology (Fintech) - 3.68
Realty - 3.84

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