36
FocusedAvoid
Axis Focused
Axis · Direct–Growth · rank #20 of 28 by Smart Score
Data updated
Trailing returns
1 Year
0.3%
+2.3% vs index
3 Years
10.2%
+0.4% vs index
5 Years
4.4%
-5.1% vs index
Since launch
13.3%
Year-by-year performance
2021
+25.4%-5.3% vs index
2022
-13.6%-17.4% vs index
2023
+18.4%-8.2% vs index
2024
+15.9%+0.2% vs index
2025
+3.4%-4.2% vs index
2026
+3.7%+7.3% vs index
Why this score
Axis Focused scores 36/100 — #20 of 28 Focused fund (Avoid). It stands out for volatility and fund size — beating 80% of peers on volatility. The main drag is its 5y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return4.38% · 2nd percentile in category
3Y return10.21% · 31st percentile in category
Volatility13.63 · 80th percentile in category
Sharpe ratio0.27 · 27th percentile in category
Fund size11392.48 Cr · 84th percentile in category
Sortino ratio0.38 · 27th percentile in category
Top holdings
1.ICICI Bank Ltd8.21%
2.Zomato Ltd7.47%
3.Divi's Laboratories Ltd6.17%
4.Cholamandalam Investment & Finance Company Ltd5.4%
5.Bajaj Finance Ltd5.4%
28 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.