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MF_120468

Axis Focused Fund - Direct Plan - Growth Option

Equity Schemes - Focused Fund

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End Amount
₹52,941.18
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.80%
MF_120468 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.58%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.44
Risk-Adjusted Return
Sortino Ratio
0.64
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 26% 22%
60 days 53% 18% 14%
90 days 55% 14% 12%
180 days 57% 9% 8%
1Yr 57% 7% 6%
3Yr 62% 4% 5%
5Yr 49% 5% 3%
7Yr 43% 4% 2%
10Yr 77% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Focused Fund - Direct Plan - Growth Option Nifty 50
30 days 3.4% | -69.0% | 18.2% | 196.4% 26.6% | -61.9% | 14.2% | 180.7%
60 days -36.8% | -54.5% | 20.7% | 128.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.4% | -44.1% | 19.0% | 100.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.2% | -14.1% | 12.2% | 58.2% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.1% | 4.8% | 14.3% | 23.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 3.1% | 5.6% | 14.1% | 22.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.4% | 10.1% | 13.6% | 19.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.4% | 11.4% | 13.8% | 16.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 31, 2013 May 10, 2013 99 days 8% Nifty 50: 9% 10273 9471 10332
May 17, 2013 Dec. 7, 2013 204 days 16% Nifty 50: 14% 10494 8832 10529
Jan. 15, 2014 March 6, 2014 50 days 6% Nifty 50: 5% 10588 9906 10588
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 13043 12310 13103
Sept. 19, 2014 Oct. 31, 2014 42 days 6% Nifty 50: 5% 13725 12907 13896
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 14936 14066 15038
March 3, 2015 Aug. 5, 2015 155 days 12% Nifty 50: 11% 16411 14501 16411
Aug. 7, 2015 July 9, 2016 337 days 20% Nifty 50: 18% 16556 13325 16607
Oct. 5, 2016 Feb. 23, 2017 141 days 14% Nifty 50: 9% 18235 15772 18235
May 16, 2017 June 9, 2017 24 days 5% Nifty 50: 2% 20725 19616 20844
Sept. 19, 2017 Nov. 24, 2017 66 days 5% Nifty 50: 4% 22873 21705 22958
Jan. 19, 2018 April 26, 2018 97 days 10% Nifty 50: 8% 24757 22344 24876
Aug. 29, 2018 Sept. 21, 2019 388 days 18% Nifty 50: 14% 27238 22379 27485
Feb. 12, 2020 Nov. 10, 2020 272 days 34% Nifty 50: 37% 30418 20162 30563
Jan. 11, 2021 Feb. 6, 2021 26 days 9% Nifty 50: 6% 36317 33112 36598
Feb. 15, 2021 May 29, 2021 103 days 8% Nifty 50: 6% 37621 34612 37860
Oct. 14, 2021 March 28, 2024 896 days 28% Nifty 50: 16% 47681 34169 47732
Sept. 23, 2024 Aug. 12, 2026 688 days 18% Nifty 50: 15% 56786 46479 57033
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 57093 51057 52941