Axis Focused Fund Direct Growth

Scheme code: INF846K01CQ8 NAV value: ₹ 56.2200 NAV date: 19 March, 2026 TER: 0.82%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-19.41	77.63	13.97	16.11	11.31
3 year	2.38	27.11	14.82	14.30	16.76
5 year	5.11	25.24	14.43	14.76	15.84
7 year	10.01	20.88	13.82	14.34	14.78
10 year	11.07	16.35	14.03	14.22	15.69
12 year	13.39	16.32	14.81	14.81	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.11
3 year	6.28	30.95	15.04	14.3
5 year	8.38	26.02	14.22	14.76
7 year	10.18	15.62	12.93	14.34
10 year	11.42	12.93	12.18	14.22
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.11
3 year	6.56	19.64	13.57	14.3
5 year	9.22	12.29	10.75	14.76

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.11
3 year	7.68	21.49	15.06	14.3
5 year	10.37	13.5	11.93	14.76

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.11
3 year	8.04	32.03	17.81	14.3
5 year	8.18	28.64	15.34	14.76
7 year	10.64	16.42	13.77	14.34
10 year	12.56	14.06	13.31	14.22

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,725 - Absolute Returns: ₹84,725 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,04,701 - Absolute Returns: ₹8,04,701 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,18,498 - Absolute Returns: ₹24,18,498 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,93,220 - Absolute Returns: ₹49,93,220 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,34,85,710 - Absolute Returns: ₹1,14,85,710 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,32,00,071 - Absolute Returns: ₹1,88,00,071 - CAGR: %

Drawdown Metrics

Max Drawdown

-33.72 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-7.00 %

Calmar Ratio by Duration

1 Y

0.4778

3 Y

0.4241

5 Y

0.4378

7 Y

0.4253

10 Y

0.4218

12 Y

0.4393

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.58	0.97	97.8	99.2	2.50 %	4.00 %
3 years	1.04	0.91	92.6	90.0	11.88 %	11.28 %
5 years	-3.20	0.93	91.1	94.0	6.04 %	9.44 %
7 years	-0.19	0.90	91.1	90.7	10.11 %	10.74 %
10 years	1.54	0.90	91.5	89.0	13.03 %	12.06 %
12 years	1.14	0.90	91.5	89.0	10.78 %	10.00 %
15 years	0.76	0.90	91.5	89.0	8.53 %	7.92 %