Axis Focused Fund vs SBI Focused Fund
Over the last 3 years, SBI Focused Fund returned 16.8% a year against 11.4% for Axis Focused Fund (Direct plans). SBI Focused Fund costs less (0.80% a year, Direct). They hold 6 stocks in common; the portfolio overlap is 23%. Data as of 5 Nov 2026.
| Axis Focused Fund | SBI Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Axis Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹11,181 cr | ₹50,167 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 0.99% | 0.80% |
| 1Y return | 0.0% | 10.9% |
| 3Y return (a year) | 11.4% | 16.8% |
| 5Y return (a year) | 4.2% | 11.0% |
| 3Y vs index | -0.6% | +4.8% |
| Regular plan | ||
| Rating | C | A |
| Expense ratio | 1.89% | 1.56% |
| 1Y return | -0.9% | 10.1% |
| 3Y return (a year) | 10.4% | 15.8% |
| 5Y return (a year) | 3.2% | 10.1% |
| 3Y vs index | -1.6% | +3.8% |
| Risk and portfolio | ||
| Volatility, 3Y | 14.4% | 12.0% |
| Max fall, 5Y | -26.2% | -22.5% |
| Down capture, 3Y | 92 | 58 |
| Stocks held | 27 | 26 |
| Top 10 holdings | 55% | 57% |
Common questions
Axis Focused Fund or SBI Focused Fund: which has done better?
Over the last 3 years, SBI Focused Fund returned 16.8% a year against 11.4% for Axis Focused Fund (Direct plans).
How much do Axis Focused Fund and SBI Focused Fund overlap?
They hold 6 stocks in common; the portfolio overlap is 23%.
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.