What is the 5-year rolling return of Axis Focused Fund?

Across 2,167 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 14.14% a year, with a median of 14.05%. The best 5-year stretch returned 25.24% a year and the worst returned 1.95%.

Has Axis Focused Fund ever lost money over 5 years?

No. Every one of the 2,167 5-year holding periods in this fund's history ended in profit. The weakest returned 1.95% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Axis Focused Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.14% a year on the Direct plan against 12.83% on the Regular plan, a difference of 1.31% a year.

What is the 1-year rolling return of Axis Focused Fund?

Across 3,155 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 15.34% a year, with a median of 12.18%. The best 1-year stretch returned 77.63% a year and the worst returned -19.41%.

What is the 3-year rolling return of Axis Focused Fund?

Across 2,660 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 14.08% a year, with a median of 14.29%. The best 3-year stretch returned 27.30% a year and the worst returned 2.04%.

What is the 7-year rolling return of Axis Focused Fund?

Across 1,671 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 14.03% a year, with a median of 13.62%. The best 7-year stretch returned 20.69% a year and the worst returned 9.28%.

What is the 10-year rolling return of Axis Focused Fund?

Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 13.92% a year, with a median of 13.76%. The best 10-year stretch returned 16.30% a year and the worst returned 11.07%.

Axis Mutual Fund

Axis Focused Fund — rolling returns

Focused · NAV data as of 16 October 2026

3,402 daily NAV records since 2 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,167 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 2 January 2013 to 16 October 2026

Average rolling return

14.14%

Windows computed

2,167

Median return

14.05%

Standard deviation

4.55%

Best 5-year window

25.24%a year

Invested 28 Aug 2013 · exited 28 Aug 2018

Worst 5-year window

1.95%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (2,167 of 2,167)
Above 8%: 89.9% (1,948 of 2,167)
Above 12%: 67.4% (1,460 of 2,167)
Above 15%: 42.7% (926 of 2,167)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,167 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Axis Focused Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	15.34%	14.08%	14.14%	14.03%	13.92%
Median	12.18%	14.29%	14.05%	13.62%	13.76%
Minimum	-19.41%	2.04%	1.95%	9.28%	11.07%
Maximum	77.63%	27.30%	25.24%	20.69%	16.30%
Std deviation	18.25%	4.90%	4.55%	2.49%	1.27%
Consistency
Above 0%	80.19%	100.00%	100.00%	100.00%	100.00%
Above 8%	56.96%	86.39%	89.89%	100.00%	100.00%
Above 12%	50.30%	66.09%	67.37%	78.70%	93.89%
Above 15%	46.31%	46.24%	42.73%	28.43%	26.37%
Coverage
Windows computed	3,155	2,660	2,167	1,671	933

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.31% a year more than Regular.

This fund's Regular plan has NAV going back to 5 July 2012, but its Direct plan only began on 2 January 2013. The 120 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Axis Focused Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	14.14%	12.83%
Best window	25.24%from 28 Aug 2013	23.78%from 28 Aug 2013
Worst window	1.95%from 14 Oct 2021	0.96%from 14 Oct 2021
Windows computed	2,167	2,167

Common questions about Axis Focused Fund

What is the 5-year rolling return of Axis Focused Fund?: Across 2,167 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 14.14% a year, with a median of 14.05%. The best 5-year stretch returned 25.24% a year and the worst returned 1.95%.
Has Axis Focused Fund ever lost money over 5 years?: No. Every one of the 2,167 5-year holding periods in this fund's history ended in profit. The weakest returned 1.95% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Axis Focused Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.14% a year on the Direct plan against 12.83% on the Regular plan, a difference of 1.31% a year.
What is the 1-year rolling return of Axis Focused Fund?: Across 3,155 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 15.34% a year, with a median of 12.18%. The best 1-year stretch returned 77.63% a year and the worst returned -19.41%.
What is the 3-year rolling return of Axis Focused Fund?: Across 2,660 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 14.08% a year, with a median of 14.29%. The best 3-year stretch returned 27.30% a year and the worst returned 2.04%.
What is the 7-year rolling return of Axis Focused Fund?: Across 1,671 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 14.03% a year, with a median of 13.62%. The best 7-year stretch returned 20.69% a year and the worst returned 9.28%.
What is the 10-year rolling return of Axis Focused Fund?: Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Axis Focused Fund returned an average of 13.92% a year, with a median of 13.76%. The best 10-year stretch returned 16.30% a year and the worst returned 11.07%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.