EquityFocused FundDirect · Growth
Axis Focused Fund - Direct Plan - Growth Option
Axis · Scheme 120468
₹66.48▼ 0.09%NAV · 2026-09-18
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
12.9%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
Average · 51/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 5.0%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.49) — took on risk without enough payoff.
- •3Y CAGR vs category: -2.0% vs category avg
- •5Y CAGR: +6.6%
FundScore breakdown
51/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.