35
FocusedAvoid
Axis Focused
Axis · Direct–Growth · rank #22 of 28 by Smart Score
Data updated
Trailing returns
1 Year
4.5%
+1.5% vs index
3 Years
11.6%
+0.0% vs index
5 Years
5.0%
-5.3% vs index
Since launch
13.4%
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
+4.3%+6.3% vs index
Why this score
Axis Focused scores 35/100 — #22 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 return5.04% · 2nd percentile in category
3Y return11.58% · 28th percentile in category
Volatility13.55 · 80th percentile in category
Fund size11166.45 Cr · 84th percentile in category
Sharpe ratio0.37 · 29th percentile in category
Alpha-1.25 · 31st percentile in category
Top holdings
1.ICICI Bank Ltd8.18%
2.Zomato Ltd6.95%
3.Bajaj Finance Ltd5.88%
4.Cholamandalam Investment & Finance Company Ltd5.43%
5.Divi's Laboratories Ltd5.3%
27 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.