Should I invest in Axis Focused Fund?

We don't give personal investment advice. Axis Focused Fund - Direct Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 28.3%. 5-year CAGR: 5.41%.

Axis

Axis Focused Fund - Direct Plan - Growth Option

Latest NAV

₹58.8500

As of

3 Jun 2026

3,309 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.15%	+0.16%	-0.01	18 / 28	Q3
1W	-2.05%	-1.70%	-0.35	20 / 28	Q3
2W	-0.53%	+0.08%	-0.61	20 / 28	Q3
1M	-2.12%	-0.57%	-1.54	23 / 28	Q4
3M	-2.86%	-0.01%	-2.86	19 / 28	Q3
6M	-8.81%	-4.00%	-4.81	25 / 28	Q4
YTD	-7.07%	-4.28%	-2.80	20 / 28	Q3
1Y	-6.08%	+1.05%	-7.12	27 / 28	Q4
2Y	+1.11%	+4.18%	-3.08	24 / 28	Q4
3Y	+8.45%	+14.42%	-5.97	25 / 27	Q4
4Y	+7.81%	+14.60%	-6.78	24 / 24	Q4
5Y	+5.41%	+13.14%	-7.73	21 / 21	Q4
7Y	+9.42%	+14.32%	-4.90	15 / 15	Q4
10Y	+12.06%	+14.36%	-2.30	13 / 13	Q4
Inception	+12.75%	+14.67%	-1.92	23 / 28	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-7.07%	-4.28%	-2.80	20 / 28
2025	+3.24%	+5.55%	-2.31	18 / 28
2024	+16.16%	+20.88%	-4.72	21 / 27
2023	+18.15%	+27.60%	-9.46	24 / 25
2022	-13.56%	+2.34%	-15.90	23 / 23
2021	+24.84%	+33.53%	-8.70	17 / 20
2020	+22.52%	+17.14%	+5.39	5 / 17
2019	+15.96%	+12.27%	+3.69	5 / 13
2018	+2.53%	-5.39%	+7.91	1 / 13
2017	+45.12%	+37.82%	+7.30	3 / 13
2016	+5.47%	+5.87%	-0.40	8 / 13

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.72%

152 windows

min -19.0% · max 71.3%

80% positive

3-Year rolling

+14.05%

127 windows

min 2.1% · max 26.6%

100% positive

5-Year rolling

+14.39%

103 windows

min 5.0% · max 22.3%

100% positive

7-Year rolling

+14.15%

79 windows

min 9.3% · max 19.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.58%

3-year · annualised

Sharpe ratio

0.19

vs risk-free 6.5%

Sortino ratio

0.28

Downside-only deviation

Max drawdown

-18.15%

Sep 2024 → Mar 2026

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹250.6800	3 Jun 2026
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹131.4877	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹28.4200	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹158.3303	3 Jun 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹54.9491	3 Jun 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹110.9849	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹58.8500
2 Jun 2026	₹58.7200
1 Jun 2026	₹58.6300
31 May 2026	₹59.4300
29 May 2026	₹59.4300
27 May 2026	₹60.4300
26 May 2026	₹59.9500
25 May 2026	₹60.1600
22 May 2026	₹59.6500
21 May 2026	₹59.4300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Focused Fund - Direct Plan - Growth Option is ₹58.8500. It's a Focused Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Focused Fund - Direct Plan - Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Focused Fund - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Focused Fund - Direct Plan - Growth Option has delivered a absolute return of -6.08% — -7.12 pp behind the Focused Fund category average of 1.05%. The fund ranks #27 of 28 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Focused Fund - Direct Plan - Growth Option has delivered a CAGR of 8.45% — -5.97 pp behind the Focused Fund category average of 14.42%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Focused Fund - Direct Plan - Growth Option has delivered a CAGR of 5.41% — -7.73 pp behind the Focused Fund category average of 13.14%. The fund ranks #21 of 21 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Focused Fund - Direct Plan - Growth Option exactly 10 years ago would be worth approximately ₹312,339 today — a multiplier of 3.12×, based on the 10-year CAGR of 12.06%. The category average over the same window would have grown ₹1 lakh to ₹382,563.

A ₹10,000 monthly SIP in Axis Focused Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹674,726 today. That's an XIRR (money-weighted annualised return) of 4.64%.

A ₹10,000 monthly SIP for 10 years in Axis Focused Fund - Direct Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,952,487 (multiplier 1.63×). XIRR: 9.40%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Focused Fund - Direct Plan - Growth Option ranks #21 out of 21 funds in the Focused Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.14%; this fund delivered 5.41%.

The worst peak-to-trough decline Axis Focused Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 28.34% — its NAV fell from a high on 14 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Focused Fund - Direct Plan - Growth Option averaged 14.39% (best 22.35%, worst 5.04%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.00 — weak risk-adjusted performance.

In calendar year 2025, Axis Focused Fund - Direct Plan - Growth Option returned 3.24% — lagging the Focused Fund category average of 5.55% by 2.31 pp. It ranked #18 of 28 in its category that year.

Axis Focused Fund - Direct Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis Focused Fund - Direct Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 28.3%. 5-year CAGR: 5.41%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Focused Fund - Direct Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Focused Fund

Recent NAVs

Frequently asked questions

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