Axis Focused Fund vs HDFC Focused Fund
Over the last 3 years, HDFC Focused Fund returned 17.1% a year against 11.4% for Axis Focused Fund (Direct plans). HDFC Focused Fund costs less (0.83% a year, Direct). They hold 10 stocks in common; the portfolio overlap is 34%. Data as of 5 Nov 2026.
| Axis Focused Fund | HDFC Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Axis Mutual Fund | HDFC Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹11,181 cr | ₹27,716 cr |
| Direct plan | ||
| Rating | C | A+ |
| Expense ratio | 0.99% | 0.83% |
| 1Y return | 0.0% | 1.0% |
| 3Y return (a year) | 11.4% | 17.1% |
| 5Y return (a year) | 4.2% | 17.0% |
| 3Y vs index | -0.6% | +5.1% |
| Regular plan | ||
| Rating | C | A+ |
| Expense ratio | 1.89% | 1.71% |
| 1Y return | -0.9% | 0.1% |
| 3Y return (a year) | 10.4% | 15.8% |
| 5Y return (a year) | 3.2% | 15.6% |
| 3Y vs index | -1.6% | +3.8% |
| Risk and portfolio | ||
| Volatility, 3Y | 14.4% | 12.3% |
| Max fall, 5Y | -26.2% | -14.0% |
| Down capture, 3Y | 92 | 65 |
| Stocks held | 27 | 29 |
| Top 10 holdings | 55% | 55% |
Common questions
Axis Focused Fund or HDFC Focused Fund: which has done better?
Over the last 3 years, HDFC Focused Fund returned 17.1% a year against 11.4% for Axis Focused Fund (Direct plans).
How much do Axis Focused Fund and HDFC Focused Fund overlap?
They hold 10 stocks in common; the portfolio overlap is 34%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.