Axis Focused Fund Direct Growth

Scheme code: INF846K01CQ8 NAV value: ₹ 59.1800 NAV date: 15 April, 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	17.43	20.82
3 year	6.28	33.32	15.57	10.69
5 year	0.74	26.02	12.91	14.06
7 year	3.33	15.62	11.64	14.77
10 year	3.49	17.22	10.65	14.54
12 year	3.07	16.17	10.8	14.24
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	20.82
3 year	6.56	32.12	15.66	10.69
5 year	1	26.2	12.75	14.06
7 year	3.8	15.42	11.84	14.77
10 year	3.8	18	11.09	14.54
12 year	3.63	16.86	11.19	14.24
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	20.82
3 year	7.68	33.37	17	10.69
5 year	0.71	27.63	13.15	14.06
7 year	3.76	16.01	12.04	14.77
10 year	3.56	16.94	10.94	14.54
12 year	3.31	16.54	10.99	14.24
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	20.82
3 year	8.04	34.46	17.98	10.69
5 year	0.69	28.64	13.53	14.06
7 year	3.97	16.42	12.35	14.77
10 year	3.53	17.72	11.24	14.54
12 year	3.1	16.97	11.25	14.24
15 year	6.68	16.96	11.2

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	5.83	7.29
3 year	7.35	4.81
5 year	7.28	7.04
7 year	6.36	7.29
10 year	5.93	7.03
12 year	6.09	7.09

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	7.29
3 year	7.51	4.81
5 year	7.25	7.04
7 year	6.38	7.29
10 year	6.15	7.03
12 year	6.3	7.09

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	7.29
3 year	8.25	4.81
5 year	7.64	7.04
7 year	6.58	7.29
10 year	6.21	7.03
12 year	6.36	7.09

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	7.29
3 year	8.74	4.81
5 year	7.97	7.04
7 year	6.78	7.29
10 year	6.43	7.03
12 year	6.57	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%