31
FocusedAvoid
Axis Focused
Axis · Direct–Growth · rank #23 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-5.2%
-0.5% vs index
3 Years
8.8%
-0.6% vs index
5 Years
2.1%
-5.8% vs index
Since launch
12.8%
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
-1.4%+4.6% vs index
Why this score
Axis Focused scores 31/100 — #23 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 return2.12% · 2nd percentile in category
3Y return8.80% · 20th percentile in category
Sharpe ratio0.17 · 20th percentile in category
Volatility13.83 · 80th percentile in category
Fund size10552.91 Cr · 88th percentile in category
Sortino ratio0.23 · 20th percentile in category
Top holdings
1.ICICI Bank Ltd8.13%
2.Zomato Ltd7.85%
3.Divi's Laboratories Ltd6.5%
4.Bajaj Finance Ltd5.34%
5.Cholamandalam Investment & Finance Company Ltd5.14%
27 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.