COMPARE
Axis Focused Fund - Direct Plan - Growth Option vs HDFC Focused Fund - Growth Option - Direct Plan
Axis Focused Fund and HDFC Focused Fund are both in the Focused Fund category, from Axis Asset Management Co. Ltd. and HDFC Asset Management Company Limited respectively. HDFC Focused Fund has posted a higher 3-year rolling CAGR. HDFC Focused Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
HDFC Focused Fund has the lower direct-plan expense ratio, by 0.26 percentage points.
| Axis Focused Fund - Direct Plan - Growth Option | HDFC Focused Fund - Growth Option - Direct Plan | |
|---|---|---|
| Category | Focused Fund | Focused Fund |
| AMC | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| NAV | ₹65.52 (2026-09-10) | ₹264.126 (2026-09-10) |
| AUM | ₹11,198.585 Cr | ₹27,394.18 Cr |
| Expense Ratio (Direct) | 1.06% | 0.8% |
| Inception | 2012-06-11 | 2004-08-20 |
Returns
HDFC Focused Fund leads on 3-year rolling CAGR (17.1% vs Axis Focused Fund's 14.5%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Axis Focused Fund has been the more volatile of the two by standard deviation.
| Axis Focused Fund - Direct Plan - Growth Option | HDFC Focused Fund - Growth Option - Direct Plan | |
|---|---|---|
| 3Y Sharpe Ratio | 0.32 | 0.75 |
| 3Y Alpha | -0.0229% | 4.8969% |
| 3Y Std Deviation | 13.8781% | 11.7095% |
| 3Y Calmar Ratio | 0.63 | 1.12 |
Portfolio Analytics
Axis Focused Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Axis Focused Fund - Direct Plan - Growth Option | HDFC Focused Fund - Growth Option - Direct Plan | |
|---|---|---|
| P/E Ratio | 32.1807 | 24.2006 |
| P/B Ratio | - | - |
| Dividend Yield | 0.8015% | 1.1187% |
| Active Share | 72.88% | 71.95% |
| Portfolio Turnover | 0.37% | 0.9476% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
HDFC Focused Fund has the stronger Punji Quality grade of the two.
| Axis Focused Fund - Direct Plan - Growth Option | HDFC Focused Fund - Growth Option - Direct Plan | |
|---|---|---|
| Quality Grade | D | B |
| Safety Grade | D | A |
| Compound Grade | C | B |
Frequently asked questions
Which has a higher 3-year return, Axis Focused Fund or HDFC Focused Fund?
HDFC Focused Fund's 3-year rolling CAGR of 17.1% is higher than Axis Focused Fund's 14.5%. HDFC Focused Fund sits in the 59th percentile of its category on this metric, versus the 19th percentile for Axis Focused Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Axis Focused Fund or HDFC Focused Fund?
HDFC Focused Fund's direct-plan expense ratio is 0.26 percentage points lower than Axis Focused Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Axis Focused Fund or HDFC Focused Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Axis Focused Fund has been more volatile than HDFC Focused Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.32 for Axis Focused Fund vs 0.75 for HDFC Focused Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Axis Focused Fund or HDFC Focused Fund?
HDFC Focused Fund has ₹27,394 Cr in assets under management, versus ₹11,199 Cr for Axis Focused Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Axis Focused Fund or HDFC Focused Fund?
HDFC Focused Fund launched on 2004-08-20, making it older than Axis Focused Fund (launched 2012-06-11). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-09-14. Source: AMFI disclosures via Punji. Not investment advice.