Axis Focused Fund Direct Growth

Scheme code: INF846K01CQ8 NAV value: ₹ 61.0800 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-1.80	42.45	20.82	27.5
3 year	1.95	21.79	10.69	19.35
5 year	6.94	23.63	14.06	15.23
7 year	9.80	21.00	14.77	14.59
10 year	11.07	16.61	14.54	16.01
12 year	13.43	14.92	14.24	16.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	20.82
3 year	6.28	33.32	15.79	10.69
5 year	3.54	26.02	13.5	14.06
7 year	3.33	15.62	11.71	14.77
10 year	3.49	17.22	10.6	14.54
12 year	3.07	16.17	10.84	14.24
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	20.82
3 year	9.08	58.7	29.31	10.69
5 year	3.67	48	18.04	14.06
7 year	3.8	31.03	14.14	14.77
10 year	3.8	28.93	12.39	14.54
12 year	3.63	26.65	12.59	14.24
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	20.82
3 year	7.68	33.37	17.09	10.69
5 year	2.35	27.63	13.51	14.06
7 year	3.76	16.01	12.07	14.77
10 year	3.56	16.94	10.92	14.54
12 year	3.31	16.54	11.01	14.24
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	20.82
3 year	8.04	34.46	18.26	10.69
5 year	3.37	28.64	14.21	14.06
7 year	3.97	16.42	12.41	14.77
10 year	3.53	17.72	11.22	14.54
12 year	3.1	16.97	11.31	14.24
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 20.82% - Median return: 22.75% - Average standard deviation: 4.52

Rolling return for 3 year

- Average return: 10.69% - Median return: 10.07% - Average standard deviation: 1.81

Rolling return for 5 year

- Average return: 14.06% - Median return: 13.45% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 14.77% - Median return: 14.23% - Average standard deviation: 0.74

Rolling return for 10 year

- Average return: 14.54% - Median return: 14.88% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 14.24% - Median return: 14.2% - Average standard deviation: 0.46

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,87,396	87,396	7.29
3 year	36,00,000	41,44,929	5,44,929	4.81
5 year	60,00,000	84,28,949	24,28,949	7.04
7 year	84,00,000	1,37,46,986	53,46,986	7.29
10 year	1,20,00,000	2,36,67,874	1,16,67,874	7.03
12 year	1,44,00,000	3,27,71,741	1,83,71,741	7.09

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	7.29
3 year	7.3	4.81
5 year	7.48	7.04
7 year	6.39	7.29
10 year	5.95	7.03
12 year	6.11	7.09

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.29
3 year	20.64	4.81
5 year	13	7.04
7 year	9.48	7.29
10 year	7.99	7.03
12 year	8.12	7.09

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	7.29
3 year	8.22	4.81
5 year	7.77	7.04
7 year	6.6	7.29
10 year	6.23	7.03
12 year	6.37	7.09

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	7.29
3 year	8.71	4.81
5 year	8.22	7.04
7 year	6.82	7.29
10 year	6.47	7.03
12 year	6.6	7.09

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,396 - Absolute Returns: ₹87,396 - CAGR: 7.29%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,44,929 - Absolute Returns: ₹5,44,929 - CAGR: 4.81%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,28,949 - Absolute Returns: ₹24,28,949 - CAGR: 7.04%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,46,986 - Absolute Returns: ₹53,46,986 - CAGR: 7.29%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,36,67,874 - Absolute Returns: ₹1,16,67,874 - CAGR: 7.03%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,27,71,741 - Absolute Returns: ₹1,83,71,741 - CAGR: 7.09%