Axis Focused Fund Direct Growth

Scheme code: INF846K01CQ8 NAV value: ₹ 57.6500 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 14.58 42.45 27.33 35.87
3 year 2.99 12.25 7.79 18.7
5 year 11.80 18.07 14.06 20.06
7 year 11.20 14.93 13.22 15.77
10 year 12.59 16.56 14.90 16.24

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 27.33
3 year 7.63 16.87 13.32 7.79
5 year 12.6 19.62 15.37 14.06
7 year 10.81 15.2 13.42 13.22
10 year 9.81 13.99 12.12 14.9
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 27.33
3 year 7.94 17.89 14.14 7.79
5 year 13.28 20.23 15.93 14.06
7 year 10.62 15.28 13.42 13.22
10 year 10.08 14.47 12.61 14.9
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 27.33
3 year 9.26 19.51 15.7 7.79
5 year 14.45 21.69 17.28 14.06
7 year 11.07 15.88 13.98 13.22
10 year 10.64 15.2 13.25 14.9
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 27.33
3 year 9.84 20.48 16.73 7.79
5 year 15.2 22.82 18.38 14.06
7 year 11.31 16.28 14.37 13.22
10 year 11.16 15.89 13.85 14.9

Rolling return for 1 year

Average return: 27.33%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.6 14.58 19.6 14.58 2.51 17.09 01-2024 01-2025
21.81 20.97 27.43 15.62 4.19 21.46 12-2023 12-2024
27.85 24.78 33.63 19.38 5.15 26.41 11-2023 11-2024
32.96 34.59 42.45 25.62 5.98 33.9 10-2023 10-2024
33.67 36.19 40.79 29.3 4.16 34.99 09-2023 09-2024
28.35 31.2 36.65 23.23 4.85 29.86 08-2023 08-2024
25.02 26.96 29.81 22.27 2.75 26.02 07-2023 07-2024
19.4 25.48 30.17 15.1 5.75 22.54 06-2023 06-2024
26.57 25.09 31.68 20.24 4.08 25.9 05-2023 05-2024
34.21 32.43 38.6 28.24 3.72 33.37 04-2023 04-2024
30.99 32.49 38.93 24.92 4.98 31.83 03-2023 03-2024
24.61 24.53 28.85 20.43 2.98 24.61 02-2023 02-2024

Rolling return for 3 year

Average return: 7.79%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.75 4.7 8.75 4.7 2.02 6.72 01-2022 01-2025
7.34 6.84 8.96 5.25 1.32 7.1 12-2021 12-2024
5.14 4.51 6.7 2.99 1.33 4.83 11-2021 11-2024
5.38 5.44 7.83 3.05 1.69 5.42 10-2021 10-2024
7.43 7.25 9.3 5.41 1.38 7.35 09-2021 09-2024
8.08 7.29 10.36 5.07 1.89 7.7 08-2021 08-2024
9.14 9.68 10.52 8.31 0.8 9.41 07-2021 07-2024
7.26 9.27 10.39 6.17 1.65 8.27 06-2021 06-2024
9.52 8.83 10.98 7.4 1.29 9.18 05-2021 05-2024
11.05 10.37 12.25 9.19 1.11 10.72 04-2021 04-2024
9.15 8.77 11.31 6.66 1.65 8.97 03-2021 03-2024
8.74 6.81 9.96 5.62 1.68 7.78 02-2021 02-2024

Rolling return for 5 year

Average return: 14.06%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.18 12.17 13.18 12.17 0.5 12.68 01-2020 01-2025
13.31 13.5 14.34 12.48 0.66 13.41 12-2019 12-2024
12.6 13.23 13.6 12.23 0.53 12.92 11-2019 11-2024
14.45 14.64 16.04 13.07 1.05 14.55 10-2019 10-2024
16.85 15.62 18.07 14.42 1.36 16.24 09-2019 09-2024
15.36 15.9 16.82 14.46 0.86 15.64 08-2019 08-2024
15.18 14.58 16.05 13.72 0.85 14.88 07-2019 07-2024
12.54 13.74 14.5 11.8 1.04 13.14 06-2019 06-2024
14.12 13.08 15.03 12.19 1.07 13.6 05-2019 05-2024
13.68 13.97 14.42 13.24 0.43 13.83 04-2019 04-2024
13.71 13.88 15.06 12.55 0.89 13.8 03-2019 03-2024
14.12 13.85 14.89 13.09 0.64 13.99 02-2019 02-2024

Rolling return for 7 year

Average return: 13.22%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.78 11.2 11.78 11.2 0.29 11.49 01-2018 01-2025
12.56 12.27 13.28 11.55 0.62 12.42 12-2017 12-2024
12.4 12.52 13.12 11.82 0.46 12.46 11-2017 11-2024
13.01 13.69 14.13 12.57 0.6 13.35 10-2017 10-2024
13.88 13.87 14.73 13.03 0.6 13.88 09-2017 09-2024
13.36 13.65 14.38 12.63 0.63 13.5 08-2017 08-2024
13.62 13.39 14.23 12.78 0.52 13.5 07-2017 07-2024
12.67 13.51 14.06 12.12 0.75 13.09 06-2017 06-2024
13.26 13.01 13.9 12.38 0.54 13.14 05-2017 05-2024
13.9 13.64 14.42 13.12 0.47 13.77 04-2017 04-2024
13.97 14.08 14.93 13.12 0.64 14.02 03-2017 03-2024
14.04 14.07 14.59 13.53 0.37 14.06 02-2017 02-2024

Rolling return for 10 year

Average return: 14.90%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.68 12.59 13.68 12.59 0.54 13.14 01-2015 01-2025
13.94 13.77 14.45 13.26 0.42 13.85 12-2014 12-2024
13.77 13.59 14.28 13.09 0.43 13.68 11-2014 11-2024
14.99 14.93 15.79 14.14 0.58 14.96 10-2014 10-2024
15.05 15.26 15.65 14.66 0.36 15.16 09-2014 09-2024
14.99 15.08 15.72 14.36 0.48 15.04 08-2014 08-2024
15.21 14.98 15.65 14.55 0.4 15.1 07-2014 07-2024
14.45 14.95 15.45 13.96 0.56 14.7 06-2014 06-2024
15.69 15.13 16.15 14.68 0.56 15.41 05-2014 05-2024
15.86 15.91 16.24 15.54 0.25 15.89 04-2014 04-2024
15.82 15.91 16.51 15.23 0.45 15.87 03-2014 03-2024
16.17 15.91 16.56 15.53 0.38 16.04 02-2014 02-2024