Axis Focused Fund vs Nippon India Focused Fund
Over the last 3 years, Axis Focused Fund returned 11.9% a year against 11.1% for Nippon India Focused Fund (Direct plans). Nippon India Focused Fund was the more consistent: ahead of its index in 20% of rolling 3-year periods, against 1%. In falling months, Axis Focused Fund fell less: 92% of the index's fall, against 100%. Nippon India Focused Fund leans more to smaller companies (17% in small caps against 1%), so expect bigger swings both ways. They hold 7 stocks in common; the portfolio overlap is 26%. Data as of 12 Nov 2026.
| Axis Focused Fund | Nippon India Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Axis Mutual Fund | Nippon India Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹10,426 cr | ₹7,970 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.99% | 1.42% |
| 1Y return | 3.8% | 1.4% |
| 3Y return (a year) | 11.9% | 11.1% |
| 5Y return (a year) | 4.4% | 9.7% |
| 3Y vs index | -0.3% | -1.2% |
| Rating score, rank | 57 · #11 of 27 | 25 · #23 of 27 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.89% | 2.08% |
| 1Y return | 2.9% | 0.7% |
| 3Y return (a year) | 10.9% | 10.3% |
| 5Y return (a year) | 3.4% | 8.9% |
| 3Y vs index | -1.4% | -1.9% |
| Rating score, rank | 59 · #8 of 27 | 28 · #23 of 27 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 1% | 20% |
| Deepest fall, 3Y | -18.1% | -17.6% |
| Volatility, 3Y | 14.6% | 14.5% |
| Max fall, 5Y | -26.2% | -17.6% |
| Down capture, 3Y | 92 | 100 |
| Stocks held | 27 | 30 |
| Top 10 holdings | 55% | 54% |
| Large / mid / small caps | 79 / 12 / 1% | 60 / 23 / 17% |
| Largest sector | Banks | Banks |
Common questions
Axis Focused Fund or Nippon India Focused Fund: which is better?
On our track-record ratings (Direct plans), Axis Focused Fund is rated B and Nippon India Focused Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Axis Focused Fund or Nippon India Focused Fund: which has done better?
Over the last 3 years, Axis Focused Fund returned 11.9% a year against 11.1% for Nippon India Focused Fund (Direct plans).
How much do Axis Focused Fund and Nippon India Focused Fund overlap?
They hold 7 stocks in common; the portfolio overlap is 26%.
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.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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