Focused Fund · head to head · AMFI NAVs
Axis Focused Fund vs HDFC Focused Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Axis Focused Fund is worth ₹6.92 L (XIRR 5.8%) and HDFC Focused Fund ₹8.24 L (XIRR 13.0%) — HDFC Focused Fund ahead by ₹1,31,881. Across every 5-year SIP since Jan 2013, Axis Focused Fund finished ahead in 50 of 106 and HDFC Focused Fund in 56.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Axis Focused Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Axis Focused Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Axis Focused Fund | XIRR | HDFC Focused Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.19 L | -1.3% | ₹1.16 L | -6.7% | ₹1.19 L / ₹1.16 L |
| 3 years | ₹3,60,000 | ₹3.73 L | 2.4% | ₹3.84 L | 4.5% | ₹3.73 L / ₹3.84 L |
| 5 years | ₹6,00,000 | ₹6.92 L | 5.8% | ₹8.24 L | 13.0% | ₹6.92 L / ₹8.11 L |
| 10 years | ₹12,00,000 | ₹19.41 L | 9.4% | ₹27.48 L | 16.0% | ₹18.68 L / ₹25.73 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 106 SIPs, the first starting Jan 2013. Axis Focused Fund finished ahead in 47% of them; the median gap was 3.1 percentage points a year in HDFC Focused Fund's favour.
Downside on the same dates: Axis Focused Fund's worst 5-year SIP returned 1.7% a year (started Apr 2015) and 0 of 106 lost money; HDFC Focused Fund's worst returned -10.6% (started Apr 2015) and 7 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = Axis Focused Fund minus HDFC Focused Fund, percentage points a year.
| Window | SIPs compared | Ahead (Axis / HDFC) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 130 | 50% / 50% | +0.0 pp | -25.0 ppstarted Feb 2020 | +17.0 ppstarted Mar 2017 |
| 5-year SIPs | 106 | 47% / 53% | -3.1 pp | -16.9 ppstarted Mar 2020 | +13.1 ppstarted Dec 2015 |
Against an index fund, and the cost of the Regular plan
- Axis Focused Fund beat a plain Nifty 500 index fund in 6% of 49 rolling 3-year SIPs (median gap -7.1 pp a year) — Axis Focused Fund vs Nifty 500 index fund.
- Axis Focused Fund: the Regular plan of the same 10-year SIP ended ₹1,14,118 below Direct.
- HDFC Focused Fund beat a plain Nifty 500 index fund in 100% of 49 rolling 3-year SIPs (median gap +9.1 pp a year) — HDFC Focused Fund vs Nifty 500 index fund.
- HDFC Focused Fund: the Regular plan of the same 10-year SIP ended ₹1,81,281 below Direct.
Questions
Which has given better SIP returns, Axis Focused Fund or HDFC Focused Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹6.92 L in Axis Focused Fund (XIRR 5.8%) and ₹8.24 L in HDFC Focused Fund (XIRR 13.0%). Past returns don't tell you which will do better next.
Has Axis Focused Fund beaten HDFC Focused Fund consistently?
In 47% of 106 rolling 5-year SIPs started on the same dates (from Jan 2013), Axis Focused Fund ended ahead of HDFC Focused Fund (Direct plans). The median difference was -3.1 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
More comparisons
- Axis Focused Fund vs Aditya Birla Sun Life Focused Fund
- Axis Focused Fund vs Bandhan Focused Fund
- Axis Focused Fund vs DSP Focused Fund
- Axis Focused Fund vs ICICI Prudential Focused Fund
- Axis Focused Fund vs Kotak Focused Fund
- Axis Focused Fund vs Mirae Asset Focused Fund
- HDFC Focused Fund vs Aditya Birla Sun Life Focused Fund
- HDFC Focused Fund vs Bandhan Focused Fund
- HDFC Focused Fund vs DSP Focused Fund
- HDFC Focused Fund vs ICICI Prudential Focused Fund
- HDFC Focused Fund vs Kotak Focused Fund
- HDFC Focused Fund vs Mirae Asset Focused Fund