Should I invest in Axis Focused Fund?

We don't give personal investment advice. Axis Focused Fund - Direct Plan - IDCW 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: 40.2%. 5-year CAGR: -2.67%.

Axis

Axis Focused Fund - Direct Plan - IDCW

Latest NAV

₹32.1600

As of

17 Jul 2026

3,340 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	+0.28%	+0.35%	-0.07	19 / 29	Q3
1W	+0.31%	-0.02%	+0.33	7 / 29	Q1
2W	+0.50%	+0.35%	+0.15	13 / 29	Q2
1M	+2.32%	+1.88%	+0.44	14 / 29	Q2
3M	+5.58%	+3.92%	+1.66	6 / 29	Q1
6M	-6.86%	-1.14%	-5.72	24 / 29	Q4
YTD	-8.40%	-2.65%	-5.75	27 / 29	Q4
1Y	-9.26%	-1.46%	-7.80	27 / 29	Q4
2Y	-6.40%	-0.81%	-5.60	26 / 29	Q4
3Y	+0.19%	+9.65%	-9.46	28 / 28	Q4
4Y	+0.29%	+11.29%	-11.00	26 / 26	Q4
5Y	-2.67%	+9.28%	-11.95	23 / 23	Q4
7Y	+2.23%	+11.75%	-9.53	16 / 16	Q4
10Y	+5.21%	+9.22%	-4.01	10 / 13	Q4
Inception	+7.73%	+11.41%	-3.68	24 / 29	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	-8.40%	-2.65%	-5.75	27 / 29
2025	-5.22%	+1.64%	-6.86	24 / 29
2024	+6.19%	+16.89%	-10.70	27 / 28
2023	+6.56%	+23.20%	-16.64	26 / 26
2022	-20.42%	-1.34%	-19.08	24 / 24
2021	+14.05%	+29.51%	-15.46	20 / 21
2020	+15.79%	+13.97%	+1.82	8 / 18
2019	+8.49%	+8.17%	+0.32	7 / 13
2018	+2.49%	-10.01%	+12.49	1 / 13
2017	+45.04%	+30.76%	+14.28	1 / 13
2016	+5.37%	+0.70%	+4.67	6 / 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

+10.26%

153 windows

min -24.7% · max 57.5%

65% positive

3-Year rolling

+8.84%

129 windows

min -6.2% · max 23.9%

85% positive

5-Year rolling

+8.89%

105 windows

min -4.7% · max 24.5%

91% positive

7-Year rolling

+8.42%

80 windows

min 1.0% · max 18.3%

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

16.17%

3-year · annualised

Sharpe ratio

-0.31

vs risk-free 6.5%

Sortino ratio

-0.42

Downside-only deviation

Max drawdown

-31.16%

Sep 2024 → Mar 2026

% positive months

61.1%

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 - IDCW Option - Direct Plan	HDFC	₹31.8880	17 Jul 2026
NIPPON INDIA FOCUSED FUND - DIRECT Plan - IDCW Option	Nippon India	₹45.4917	17 Jul 2026
SBI Focused Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹108.5791	17 Jul 2026
ICICI Prudential Focused Equity Fund - Direct Plan - IDCW	ICICI Prudential	₹64.7800	17 Jul 2026
Invesco India Focused Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1300	17 Jul 2026
Bandhan Focused Fund - Direct Plan - IDCW	Bandhan	₹33.7900	17 Jul 2026
quant Focused Fund - IDCW Option - Direct Plan	Quant	₹61.8201	17 Jul 2026
Aditya Birla Sun Life Focused Fund -Direct - IDCW	Aditya Birla Sun Life	₹59.6604	17 Jul 2026
Motilal Oswal Focused Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹24.0610	17 Jul 2026
Franklin India Focused Equity Fund - Direct - IDCW	Franklin India	₹40.5792	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹32.1600
16 Jul 2026	₹32.0700
15 Jul 2026	₹32.1500
14 Jul 2026	₹31.8700
13 Jul 2026	₹32.0400
10 Jul 2026	₹32.0600
9 Jul 2026	₹31.8100
8 Jul 2026	₹31.6100
7 Jul 2026	₹32.2400
6 Jul 2026	₹32.3300

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 17 Jul 2026, the NAV of Axis Focused Fund - Direct Plan - IDCW is ₹32.1600. It's a Focused Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Focused Fund - Direct Plan - IDCW has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 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 - IDCW 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 - IDCW has delivered a absolute return of -9.26% — -7.8 pp behind the Focused Fund category average of -1.46%. The fund ranks #27 of 29 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Focused Fund - Direct Plan - IDCW has delivered a CAGR of 0.19% — -9.46 pp behind the Focused Fund category average of 9.65%. The fund ranks #28 of 28 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Focused Fund - Direct Plan - IDCW has delivered a CAGR of -2.67% — -11.95 pp behind the Focused Fund category average of 9.28%. The fund ranks #23 of 23 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Focused Fund - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹166,115 today — a multiplier of 1.66×, based on the 10-year CAGR of 5.21%. The category average over the same window would have grown ₹1 lakh to ₹241,463.

A ₹10,000 monthly SIP in Axis Focused Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹566,586 today. That's an XIRR (money-weighted annualised return) of -2.25%.

A ₹10,000 monthly SIP for 10 years in Axis Focused Fund - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,294,429 (multiplier 1.08×). XIRR: 1.50%. 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 - IDCW ranks #23 out of 23 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 9.28%; this fund delivered -2.67%.

The worst peak-to-trough decline Axis Focused Fund - Direct Plan - IDCW has experienced over the last 5-year window is 40.17% — its NAV fell from a high on 14 Oct 2021 to a low on 28 Mar 2023. 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 - IDCW averaged 8.89% (best 24.47%, worst -4.71%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is -0.39 — negative risk-adjusted performance.

In calendar year 2025, Axis Focused Fund - Direct Plan - IDCW returned -5.22% — lagging the Focused Fund category average of 1.64% by 6.86 pp. It ranked #24 of 29 in its category that year.

Axis Focused Fund - Direct Plan - IDCW 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 - IDCW 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: 40.2%. 5-year CAGR: -2.67%.

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