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Axis Mutual Fund

Axis Focused Fund

Axis Mutual Fund · Direct plan · Growth

3-year returns
10.2%
a year
NAV
₹65.39
▲ 1.22% · 18 Sept 2026
Fund size
₹11,424 Cr
Expense ratio
1.11%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹56.07 and has returned 9.22% a year over 3 years.

Returns, and where it stands

Against the average focused fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year0.2%2.2%behind16 of 28
3 years10.2%12.3%behind19 of 27
5 years4.4%11.4%behind22 of 22
10 years12.1%13.7%behind12 of 13
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.6%-1.7%
3 months5.4%5.1%
6 months12.7%12.2%
1 year0.2%-0.7%
2 yearsp.a.0%-0.9%
3 yearsp.a.10.2%9.2%
5 yearsp.a.4.4%3.4%
7 yearsp.a.12.1%11%
10 yearsp.a.12.1%10.9%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 0.25% in the last 1Y

54.760.766.818 Sept 202519 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,825
XIRR (per year)
6.92%
Value today
₹1,99,825

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.6% a year
0.9% less than the category average — the steadier side
Worst fall so far
−33.7%
Feb 2020 to Mar 2020, against −30.2% for the category.
Years that made money
76.6%
Of every one-year stretch it has been through.
Over any three years
2.4% to 27.1%
A year, at worst and at best. Typically 12.4%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.37x
Expense ratio
1.11%
as of 31 Jul 2026

Managed by Sachin Relekar, Krishnaa N

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Axis Focused Fund against other funds in the Focused Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Focused Fund2.28%21.09%14.91%0.49%₹6,454 Cr
ITI Focused Fund6.8%17.42%0.91%₹629 Cr
ICICI Prudential Focused Fund-0.77%16.2%15.21%1.22%₹17,949 Cr
Bandhan Focused Fund3.83%15.56%12.5%1.01%₹2,086 Cr
SBI Focused Fund10.59%14.95%11.58%0.84%₹51,248 Cr
HDFC Focused Fund-2.48%14.64%17.92%0.76%₹28,201 Cr
Axis Focused Fund0.25%10.22%4.39%1.11%₹11,424 Cr

About Axis Focused Fund

Axis Focused Fund is a focused fund managed by Axis Mutual Fund. Hold a concentrated portfolio of at most 30 stocks, so returns depend heavily on a few picks.

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

The scheme's stated objective, as published by Axis Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹65.39120468
DirectIDCW Option₹33.28120467
RegularGrowth Option₹56.07117560
RegularIDCW Option₹18.49117559

Frequently asked questions

What is the NAV of Axis Focused Fund today?

The NAV of Axis Focused Fund (Direct plan, Growth) is ₹65.39 and the Regular plan NAV is ₹56.07, as of 18 Sept 2026.

What returns has Axis Focused Fund given?

Over the last year the Direct plan returned 0.25%, and 10.22% a year over 3 years and 4.39% a year over 5 years. That places it 19 of 27 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Axis Focused Fund?

The Direct plan charges 1.11% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Axis Focused Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Axis Focused Fund fallen in the past?

Its deepest fall was 33.7% from 12 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 77% ended in a gain.

Which category does Axis Focused Fund belong to?

It is a Focused Fund from Axis Mutual Fund. Hold a concentrated portfolio of at most 30 stocks, so returns depend heavily on a few picks.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Axis Focused Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.