Should I invest in Axis Focused Fund?

We don't give personal investment advice. Axis Focused Fund - Regular 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: 41.2%. 5-year CAGR: -4.67%.

Axis

Axis Focused Fund - Regular Plan - IDCW

Latest NAV

₹16.6800

As of

3 Jun 2026

3,429 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	+0.12%	+0.20%	-0.08	12 / 19	Q3
1W	-2.06%	-1.80%	-0.26	12 / 19	Q3
2W	-0.60%	0.00%	-0.60	14 / 19	Q3
1M	-2.23%	-0.51%	-1.72	18 / 19	Q4
3M	-3.09%	-2.30%	-0.79	11 / 19	Q3
6M	-16.88%	-7.29%	-9.59	18 / 19	Q4
YTD	-15.23%	-7.45%	-7.79	17 / 19	Q4
1Y	-14.75%	-4.23%	-10.52	18 / 19	Q4
2Y	-8.14%	-0.82%	-7.32	18 / 19	Q4
3Y	-1.65%	+8.46%	-10.11	18 / 18	Q4
4Y	-2.63%	+8.20%	-10.83	15 / 15	Q4
5Y	-4.67%	+6.81%	-11.48	13 / 13	Q4
7Y	-1.24%	+7.60%	-8.84	6 / 6	Q4
10Y	+0.94%	+5.62%	-4.68	4 / 4	Q4
Inception	+3.59%	+9.90%	-6.32	18 / 19	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	-15.23%	-7.45%	-7.79	17 / 19
2025	-6.04%	-0.22%	-5.83	15 / 19
2024	+5.00%	+15.57%	-10.57	18 / 18
2023	+5.37%	+21.71%	-16.34	16 / 16
2022	-21.32%	-4.34%	-16.98	14 / 14
2021	+12.94%	+27.68%	-14.75	11 / 12
2020	+9.27%	+14.51%	-5.24	8 / 9
2019	+3.10%	+13.32%	-10.23	4 / 4
2018	-9.10%	-11.02%	+1.93	2 / 4
2017	+32.56%	+22.41%	+10.15	1 / 4
2016	-2.96%	-2.91%	-0.05	2 / 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

+5.25%

158 windows

min -30.3% · max 54.9%

58% positive

3-Year rolling

+3.68%

134 windows

min -9.2% · max 18.4%

74% positive

5-Year rolling

+3.72%

109 windows

min -5.5% · max 13.0%

76% positive

7-Year rolling

+3.28%

85 windows

min -1.4% · max 8.7%

86% 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

17.51%

3-year · annualised

Sharpe ratio

-0.37

vs risk-free 6.5%

Sortino ratio

-0.46

Downside-only deviation

Max drawdown

-32.11%

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
Invesco India Focused Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹18.8000	3 Jun 2026
Motilal Oswal Focused Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹19.2160	3 Jun 2026
Mirae Asset Focused Fund Regular IDCW	Mirae Asset	₹21.2930	3 Jun 2026
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - IDCW	Edelweiss	₹15.8590	3 Jun 2026
DSP Focused Fund - Regular Plan - IDCW	DSP	₹19.0370	3 Jun 2026
HSBC Focused Fund - Regular IDCW	HSBC	₹17.7033	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹13.3963	3 Jun 2026
Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment)	Canara Robeco	₹16.5400	3 Jun 2026
UTI Focused Fund - Regular Plan - IDCW Payout Option	UTI	₹14.4988	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.6800
2 Jun 2026	₹16.6400
1 Jun 2026	₹16.6200
31 May 2026	₹16.8400
29 May 2026	₹16.8500
27 May 2026	₹17.1300
26 May 2026	₹16.9900
25 May 2026	₹17.0500
22 May 2026	₹16.9100
21 May 2026	₹16.8500

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 - Regular Plan - IDCW is ₹16.6800. It's a Focused Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Focused Fund - Regular Plan - IDCW has NAV history starting from 05 Jul 2012, a track record of about 13 years 10 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -14.75% — -10.52 pp behind the Focused Fund category average of -4.23%. The fund ranks #18 of 19 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Focused Fund - Regular Plan - IDCW has delivered a CAGR of -1.65% — -10.11 pp behind the Focused Fund category average of 8.46%. The fund ranks #18 of 18 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Focused Fund - Regular Plan - IDCW has delivered a CAGR of -4.67% — -11.48 pp behind the Focused Fund category average of 6.81%. The fund ranks #13 of 13 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Focused Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹109,762 today — a multiplier of 1.10×, based on the 10-year CAGR of 0.94%. The category average over the same window would have grown ₹1 lakh to ₹172,712.

A ₹10,000 monthly SIP in Axis Focused Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹513,171 today. That's an XIRR (money-weighted annualised return) of -6.12%.

A ₹10,000 monthly SIP for 10 years in Axis Focused Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,073,964 (multiplier 0.90×). XIRR: -2.22%. 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 - IDCW 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 6.81%; this fund delivered -4.67%.

The worst peak-to-trough decline Axis Focused Fund - Regular Plan - IDCW has experienced over the last 5-year window is 41.22% — 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 - IDCW averaged 3.72% (best 13.03%, worst -5.48%). 76% of rolling windows ended positive. The 5-year Sharpe ratio is -0.53 — negative risk-adjusted performance.

In calendar year 2025, Axis Focused Fund - Regular Plan - IDCW returned -6.04% — lagging the Focused Fund category average of -0.22% by 5.83 pp. It ranked #15 of 19 in its category that year.

Axis Focused Fund - Regular 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 - Regular 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: 41.2%. 5-year CAGR: -4.67%.

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