Should I invest in Axis Focused Fund?

We don't give personal investment advice. Axis Focused Fund - Regular 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: 29.1%. 5-year CAGR: 5.43%.

Axis

Axis Focused Fund - Regular Plan - Growth Option

Latest NAV

₹54.2600

As of

17 Jul 2026

3,460 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%	+0.28%	0.00	10 / 18	Q3
1W	+0.30%	-0.15%	+0.44	3 / 18	Q1
2W	+0.46%	+0.26%	+0.20	9 / 18	Q2
1M	+2.22%	+1.99%	+0.23	8 / 18	Q2
3M	+5.34%	+4.43%	+0.91	5 / 18	Q2
6M	+1.21%	+2.25%	-1.03	10 / 18	Q3
YTD	-0.50%	+0.57%	-1.06	10 / 18	Q3
1Y	-1.83%	+1.60%	-3.43	15 / 18	Q4
2Y	+1.13%	+1.73%	-0.59	10 / 18	Q3
3Y	+8.36%	+12.29%	-3.93	16 / 17	Q4
4Y	+8.87%	+13.81%	-4.94	14 / 15	Q4
5Y	+5.43%	+11.10%	-5.68	13 / 13	Q4
7Y	+10.16%	+13.90%	-3.74	7 / 7	Q4
10Y	+11.21%	+12.52%	-1.32	4 / 4	Q4
Inception	+12.65%	+13.86%	-1.21	13 / 18	Q3

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	-0.50%	+0.57%	-1.06	10 / 18
2025	+2.31%	+3.22%	-0.91	11 / 18
2024	+15.09%	+19.16%	-4.07	13 / 17
2023	+17.02%	+25.63%	-8.61	14 / 15
2022	-14.50%	-1.51%	-12.99	13 / 13
2021	+23.50%	+31.22%	-7.72	9 / 11
2020	+21.05%	+17.05%	+4.00	2 / 8
2019	+14.44%	+18.78%	-4.34	4 / 4
2018	+1.32%	-3.46%	+4.78	1 / 4
2017	+43.47%	+32.85%	+10.62	1 / 4
2016	+4.20%	+4.86%	-0.66	3 / 4

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

+14.12%

159 windows

min -17.4% · max 60.8%

79% positive

3-Year rolling

+13.27%

135 windows

min 2.1% · max 23.8%

100% positive

5-Year rolling

+13.42%

111 windows

min 5.1% · max 23.2%

100% positive

7-Year rolling

+12.99%

86 windows

min 8.8% · max 19.1%

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

13.23%

3-year · annualised

Sharpe ratio

0.18

vs risk-free 6.5%

Sortino ratio

0.28

Downside-only deviation

Max drawdown

-19.28%

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
Invesco India Focused Fund - Regular Plan - Growth	Invesco	₹28.8700	17 Jul 2026
Motilal Oswal Focused Fund - Regular Plan Growth Option	Motilal Oswal	₹49.5132	17 Jul 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹24.5940	17 Jul 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹27.4700	17 Jul 2026
Edelweiss Focused Fund - Regular Plan - Growth	Edelweiss	₹16.5010	17 Jul 2026
DSP Focused Fund - Regular Plan - Growth	DSP	₹55.7180	17 Jul 2026
HSBC Focused Fund - Regular Growth	HSBC	₹26.4744	17 Jul 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹21.0089	17 Jul 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹19.6500	17 Jul 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹15.3215	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹54.2600
16 Jul 2026	₹54.1100
15 Jul 2026	₹54.2500
14 Jul 2026	₹53.7700
13 Jul 2026	₹54.0700
10 Jul 2026	₹54.1000
9 Jul 2026	₹53.6800
8 Jul 2026	₹53.3500
7 Jul 2026	₹54.4200
6 Jul 2026	₹54.5700

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 - Regular Plan - Growth Option is ₹54.2600. It's a Focused Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Focused Fund - Regular Plan - Growth Option has NAV history starting from 05 Jul 2012, a track record of about 14 years. 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of -1.83% — -3.43 pp behind the Focused Fund category average of 1.60%. The fund ranks #15 of 18 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Focused Fund - Regular Plan - Growth Option has delivered a CAGR of 8.36% — -3.93 pp behind the Focused Fund category average of 12.29%. The fund ranks #16 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Focused Fund - Regular Plan - Growth Option has delivered a CAGR of 5.43% — -5.68 pp behind the Focused Fund category average of 11.10%. The fund ranks #13 of 13 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Focused Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹289,232 today — a multiplier of 2.89×, based on the 10-year CAGR of 11.21%. The category average over the same window would have grown ₹1 lakh to ₹325,414.

A ₹10,000 monthly SIP in Axis Focused Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹702,013 today. That's an XIRR (money-weighted annualised return) of 6.22%.

A ₹10,000 monthly SIP for 10 years in Axis Focused Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,946,660 (multiplier 1.62×). XIRR: 9.35%. 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 - Regular Plan - Growth Option ranks #13 out of 13 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 11.10%; this fund delivered 5.43%.

The worst peak-to-trough decline Axis Focused Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 29.08% — 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 - Regular Plan - Growth Option averaged 13.42% (best 23.23%, worst 5.08%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.00 — negative risk-adjusted performance.

In calendar year 2025, Axis Focused Fund - Regular Plan - Growth Option returned 2.31% — lagging the Focused Fund category average of 3.22% by 0.91 pp. It ranked #11 of 18 in its category that year.

Axis Focused Fund - Regular 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 - Regular 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: 29.1%. 5-year CAGR: 5.43%.

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

Axis Focused Fund - Regular 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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