Axis Focused Fund - Direct Plan - Growth Option
code 120468 Focused Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 7.33% | -6.59% | -6.04% | -0.55% | 2026-10-09 → 2026-11-09 |
| 3M | 0.09% | 0.18% | -3.61% | 3.79% | 2026-08-07 → 2026-11-09 |
| 6M | 8.76% | 11.61% | 5.81% | 5.80% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.99% | -0.35% | -1.79% | 1.45% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.43% | 9.26% | 9.55% | -0.30% | 2023-11-09 → 2026-11-09 |
| 5Y | 4.29% | 3.45% | 9.02% | -5.57% | 2021-11-09 → 2026-11-09 |
| 7Y | 10.43% | 9.99% | 14.12% | -4.14% | 2019-11-08 → 2026-11-09 |
| 10Y | 12.61% | 11.75% | 12.86% | -1.11% | 2016-11-09 → 2026-11-09 |
| since inception | 13.30% | 12.92% | 12.95% | -0.02% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 40.37% | 5.38% | 5.82% | 46.86% | 1.84% | 16.20% | 22.48% | 25.35% | -13.56% | 18.36% | 15.87% | 3.43% |
| benchmark | 39.30% | 0.22% | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 15.37% | 12.42% | -19.41% | 77.63% | 81% | 52% |
| 3 years | 2,643 | 14.11% | 14.37% | 2.38% | 27.07% | 100% | 59% |
| 5 years | 2,150 | 14.22% | 14.08% | 3.37% | 25.22% | 100% | 53% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.05% | 3.36% | 11.34% |
| volatility | 15.64% | 15.71% | 17.70% |
| max drawdown | -18.15% | -26.19% | -33.72% |
| downside deviation | 10.91% | 11.23% | 12.47% |
| Sharpe ratio | 0.31 | -0.08 | 0.39 |
| Sortino ratio | 0.45 | -0.11 | 0.56 |
| Calmar ratio | 0.55 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Focused Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y ★☆☆☆☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 27 funds | 5 years of 22 funds | 10 years of 13 funds |
|---|---|---|---|
| return | 77th | 100th | 100th |
| volatility | 54th | 77th | 59th |
| Sharpe | 77th | 100th | 100th |
| Sortino | 74th | 100th | 92nd |
| worst fall | 58th | 96th | 9th |
| risk-adjusted return (MRAR) | 77th | 100th | 75th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.