Axis Focused Fund
Direct · Growth ₹63.24
20 Jul 2026
NAV
14.2%
3Y CAGR
14.4%
5Y CAGR
14.1%
10Y CAGR
14.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.30
Sharpe
-33.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.79 L | 16.3% | -45.2% | 89.1% |
| 3 Years | ₹36.00 L | ₹43.73 L | 14.0% | -11.7% | 38.1% |
| 5 Years | ₹60.00 L | ₹82.63 L | 13.7% | 0.4% | 26.5% |
| 7 Years | ₹84.00 L | ₹1.31 Cr | 13.4% | 5.7% | 22.9% |
| 10 Years | ₹1.20 Cr | ₹2.33 Cr | 12.7% | 8.5% | 16.0% |
| 12 Years | ₹1.44 Cr | ₹3.29 Cr | 12.7% | 9.7% | 15.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.3% | 14.5% | 17.1% | +1.8% |
| 3 Years | 14.0% | 11.2% | 16.5% | +2.8% |
| 5 Years | 13.7% | 10.4% | 15.3% | +3.3% |
| 7 Years | 13.4% | 10.6% | 15.2% | +2.8% |
| 10 Years | 12.7% | 11.5% | 15.8% | +1.3% |
| 12 Years | 12.7% | 11.4% | 15.3% | +1.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.6% | 12.8% | -19.4% | 77.6% | 0.50 | 1.37 | 81% | — | — |
| 3 Years | 14.2% | 14.5% | 2.4% | 27.1% | 1.56 | 17.63 | 100% | — | — |
| 5 Years | 14.4% | 14.2% | 5.1% | 25.2% | 1.85 | 76.79 | 100% | — | — |
| 10 Years | 14.1% | 13.8% | 11.1% | 16.4% | 6.30 | — | 100% | — | — |
-33.7%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-7.1%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.42
3Y
0.43
5Y
0.42
7Y
0.42
10Y
0.43
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.85 | 0.97 | 97.4% | 94.5% | -0.9% | -3.1% |
| 3 Years | +2.04 | 0.92 | 93.6% | 90.3% | 9.3% | 7.3% |
| 5 Years | -2.46 | 0.94 | 91.7% | 93.7% | 6.5% | 9.1% |
| 7 Years | +0.36 | 0.90 | 91.8% | 90.8% | 10.9% | 11.1% |
| 10 Years | +1.84 | 0.90 | 91.7% | 88.8% | 12.5% | 11.1% |
| 12 Years | +2.92 | 0.91 | 93.2% | 89.3% | 12.7% | 10.1% |
| 15 Years | +2.42 | 0.90 | 92.1% | 88.3% | 11.9% | 9.8% |
28
Total Holdings
47.9%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 7.59% |
| 2 | Eternal Limited | 6.09% |
| 3 | Divi's Laboratories Limited | 5.27% |
| 4 | Apollo Hospitals Enterprise Limited | 5.12% |
| 5 | Cholamandalam Investment and Finance Company Ltd | 4.61% |
| 6 | Bajaj Finance Limited | 4.28% |
| 7 | State Bank of India | 4.16% |
| 8 | PB Fintech Limited | 3.96% |
| 9 | Apar Industries Limited | 3.51% |
| 10 | Axis Bank Limited | 3.34% |