Axis Focused Fund - Direct Plan - IDCW
Axis Mutual Fund Equity Focused Fund
Expense Ratio
0.84%
AUM
₹14.71 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-82.78%
Poor
6 Months
-24.42%
Poor
1 Year
-4.64%
Poor
3 Years
-0.51%
Poor
5 Years
-3.07%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹14.71 Cr
Recent Trend
Declining
Stability Score
9.6
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-15.61%
3Y
3Y CAGR
-65.35%
5Y
5Y CAGR
-71.99%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.10%
Annualized standard deviation
Sharpe Ratio
-0.284
Very Poor - Risk-adjusted return
Max Drawdown
-40.20%
Very High - Worst decline
Consistency
60.5%
Performance consistency
Volatility Breakdown
Daily Volatility
1.08%
Average daily price movement
Annualized Volatility
17.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance