MonitorDirect · Growth

Axis Focused Fund

Axis Mutual Fund Equity Schemes - Focused Fund13.7 years

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.

NAV: 63.87; 15 Sept 2026
1Y: -0.8%; Trailing CAGR
Upside capture: +100%; Vs NIFTY 500 TRI
Downside capture: +105%; Lower is better

NAV path pending

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-0.8%
3Y+9.3%
5Y+4.0%
10Y+11.9%
SI+13.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.9%
3Y+5.4%
5Y+7.3%
10Y+10.4%

Since inception: +13.2%; Calendar-day CAGR
Excess 1Y: -1.8%; Category median, same plan and option
3Y win rate: +46%; Windows beating the median
3Y percentile: 11; Vs comparable share classes
Worst rolling 3Y: +2.4%; 2645 daily-ending windows
Median rolling 3Y: +14.4%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2152 daily-ending windows
SIP 3Y XIRR: +5.4%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +1.5%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +100%; Benchmark-up months
Downside capture: +105%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 20 days; 128 recovered episodes
Longest recovery: 650 days; Trough to prior peak
Current spell: 15 days; Days below latest peak
Time below peak: +89%; NAV observations

12 Feb 2020 – 10 Nov 2020
Trough 23 Mar 2020 · recovered in 232 days
-33.7%
14 Oct 2021 – 28 Mar 2024
Trough 17 Jun 2022 · recovered in 650 days
-28.3%
7 Aug 2015 – 11 Jul 2016
Trough 25 Feb 2016 · recovered in 137 days
-19.5%
23 Sept 2024 – 12 Aug 2026
Trough 30 Mar 2026 · recovered in 135 days
-18.2%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
11
Vs category
39
Consistency
41
Risk-adjusted
52
Drawdown
16
Mean
32

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 55.9%.

Top 5: 32.6%
Top 10: 55.9%
Largest holding: 8.2%
Effective holdings: 22.5

ICICI Bank Ltd
Financial
8.2%
Zomato Ltd
Technology
7.5%
Divi's Laboratories Ltd
Healthcare
6.2%
Cholamandalam Investment & Finance Company Ltd
Financial
5.4%
Bajaj Finance Ltd
Financial
5.4%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

All funds

MonitorDirect · Growth

Axis Focused Fund

Axis Mutual Fund Equity Schemes - Focused Fund13.7 years

NAV: 63.87; 15 Sept 2026
1Y: -0.8%; Trailing CAGR
Upside capture: +100%; Vs NIFTY 500 TRI
Downside capture: +105%; Lower is better

Sept 2024 – Sept 2026

All funds

MonitorDirect · Growth

Axis Focused Fund

Axis Mutual Fund Equity Schemes - Focused Fund13.7 years

NAV: 63.87; 15 Sept 2026
1Y: -0.8%; Trailing CAGR
Upside capture: +100%; Vs NIFTY 500 TRI
Downside capture: +105%; Lower is better

NAV path pending

NAV

15 Sept 2026 · -0.8% over 1Y

63.87

Sept 202554.52 – 66.97Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-0.8%
3Y+9.3%
5Y+4.0%
10Y+11.9%
SI+13.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.9%
3Y+5.4%
5Y+7.3%
10Y+10.4%

Since inception: +13.2%; Calendar-day CAGR
Excess 1Y: -1.8%; Category median, same plan and option
3Y win rate: +46%; Windows beating the median
3Y percentile: 11; Vs comparable share classes
Worst rolling 3Y: +2.4%; 2645 daily-ending windows
Median rolling 3Y: +14.4%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2152 daily-ending windows
SIP 3Y XIRR: +5.4%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +1.5%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +100%; Benchmark-up months
Downside capture: +105%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-4.6%

Jan 2013-33.7% – 0.0%Sept 2026

Average recovery: 20 days; 128 recovered episodes
Longest recovery: 650 days; Trough to prior peak
Current spell: 15 days; Days below latest peak
Time below peak: +89%; NAV observations

12 Feb 2020 – 10 Nov 2020
Trough 23 Mar 2020 · recovered in 232 days
-33.7%
14 Oct 2021 – 28 Mar 2024
Trough 17 Jun 2022 · recovered in 650 days
-28.3%
7 Aug 2015 – 11 Jul 2016
Trough 25 Feb 2016 · recovered in 137 days
-19.5%
23 Sept 2024 – 12 Aug 2026
Trough 30 Mar 2026 · recovered in 135 days
-18.2%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
11
Vs category
39
Consistency
41
Risk-adjusted
52
Drawdown
16
Mean
32

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 55.9%.

Top 5: 32.6%
Top 10: 55.9%
Largest holding: 8.2%
Effective holdings: 22.5

ICICI Bank Ltd
Financial
8.2%
Zomato Ltd
Technology
7.5%
Divi's Laboratories Ltd
Healthcare
6.2%
Cholamandalam Investment & Finance Company Ltd
Financial
5.4%
Bajaj Finance Ltd
Financial
5.4%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-0.8%
3Y+9.3%
5Y+4.0%
10Y+11.9%
SI+13.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.9%
3Y+5.4%
5Y+7.3%
10Y+10.4%

Since inception: +13.2%; Calendar-day CAGR
Excess 1Y: -1.8%; Category median, same plan and option
3Y win rate: +46%; Windows beating the median
3Y percentile: 11; Vs comparable share classes
Worst rolling 3Y: +2.4%; 2645 daily-ending windows
Median rolling 3Y: +14.4%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2152 daily-ending windows
SIP 3Y XIRR: +5.4%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +1.5%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +100%; Benchmark-up months
Downside capture: +105%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 20 days; 128 recovered episodes
Longest recovery: 650 days; Trough to prior peak
Current spell: 15 days; Days below latest peak
Time below peak: +89%; NAV observations

12 Feb 2020 – 10 Nov 2020
Trough 23 Mar 2020 · recovered in 232 days
-33.7%
14 Oct 2021 – 28 Mar 2024
Trough 17 Jun 2022 · recovered in 650 days
-28.3%
7 Aug 2015 – 11 Jul 2016
Trough 25 Feb 2016 · recovered in 137 days
-19.5%
23 Sept 2024 – 12 Aug 2026
Trough 30 Mar 2026 · recovered in 135 days
-18.2%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
11
Vs category
39
Consistency
41
Risk-adjusted
52
Drawdown
16
Mean
32

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 55.9%.

Top 5: 32.6%
Top 10: 55.9%
Largest holding: 8.2%
Effective holdings: 22.5

ICICI Bank Ltd
Financial
8.2%
Zomato Ltd
Technology
7.5%
Divi's Laboratories Ltd
Healthcare
6.2%
Cholamandalam Investment & Finance Company Ltd
Financial
5.4%
Bajaj Finance Ltd
Financial
5.4%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

NAV

15 Sept 2026 · -0.8% over 1Y

63.87

Sept 202554.52 – 66.97Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-0.8%
3Y+9.3%
5Y+4.0%
10Y+11.9%
SI+13.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.9%
3Y+5.4%
5Y+7.3%
10Y+10.4%

Since inception: +13.2%; Calendar-day CAGR
Excess 1Y: -1.8%; Category median, same plan and option
3Y win rate: +46%; Windows beating the median
3Y percentile: 11; Vs comparable share classes
Worst rolling 3Y: +2.4%; 2645 daily-ending windows
Median rolling 3Y: +14.4%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2152 daily-ending windows
SIP 3Y XIRR: +5.4%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +1.5%; Fund minus TRI
3Y excess: -0.1%; Fund minus TRI
Upside capture: +100%; Benchmark-up months
Downside capture: +105%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-4.6%

Jan 2013-33.7% – 0.0%Sept 2026

Average recovery: 20 days; 128 recovered episodes
Longest recovery: 650 days; Trough to prior peak
Current spell: 15 days; Days below latest peak
Time below peak: +89%; NAV observations

12 Feb 2020 – 10 Nov 2020
Trough 23 Mar 2020 · recovered in 232 days
-33.7%
14 Oct 2021 – 28 Mar 2024
Trough 17 Jun 2022 · recovered in 650 days
-28.3%
7 Aug 2015 – 11 Jul 2016
Trough 25 Feb 2016 · recovered in 137 days
-19.5%
23 Sept 2024 – 12 Aug 2026
Trough 30 Mar 2026 · recovered in 135 days
-18.2%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
11
Vs category
39
Consistency
41
Risk-adjusted
52
Drawdown
16
Mean
32

Portfolio

31 Aug 2026 · 30 holdings · top 10 are 55.9%.

Top 5: 32.6%
Top 10: 55.9%
Largest holding: 8.2%
Effective holdings: 22.5

ICICI Bank Ltd
Financial
8.2%
Zomato Ltd
Technology
7.5%
Divi's Laboratories Ltd
Healthcare
6.2%
Cholamandalam Investment & Finance Company Ltd
Financial
5.4%
Bajaj Finance Ltd
Financial
5.4%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.

Axis Focused Fund

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Worth investigating

Canara Robeco Focused Fund

Invesco India Focused Fund

Mahindra Manulife Focused Fund

ICICI Prudential Focused Fund

HSBC Focused Fund

Axis Focused Fund

Axis Focused Fund

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Worth investigating

Canara Robeco Focused Fund

Invesco India Focused Fund

Mahindra Manulife Focused Fund

ICICI Prudential Focused Fund

HSBC Focused Fund

Axis Focused Fund

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision