Focused Fund · head to head · AMFI NAVs
Axis Focused Fund vs Tata 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 Tata Focused Fund ₹7.07 L (XIRR 6.7%) — Tata Focused Fund ahead by ₹15,421. Across every 3-year SIP since Dec 2019, Axis Focused Fund finished ahead in 4 of 47 and Tata Focused Fund in 43.
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 | Tata Focused Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.19 L | -1.3% | ₹1.13 L | -12.4% | ₹1.19 L / ₹1.13 L |
| 3 years | ₹3,60,000 | ₹3.73 L | 2.4% | ₹3.53 L | -1.3% | ₹3.73 L / ₹3.53 L |
| 5 years | ₹6,00,000 | ₹6.92 L | 5.8% | ₹7.07 L | 6.7% | ₹6.92 L / ₹7.07 L |
Every 3-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 47 SIPs, the first starting Dec 2019. Axis Focused Fund finished ahead in 9% of them; the median gap was 9.5 percentage points a year in Tata Focused Fund's favour.
Downside on the same dates: Axis Focused Fund's worst 3-year SIP returned -0.7% a year (started Apr 2023) and 1 of 47 lost money; Tata Focused Fund's worst returned -0.8% (started Oct 2023) and 1 lost money.
XIRR of every 3-year monthly SIP by the month it started. Gap = Axis Focused Fund minus Tata Focused Fund, percentage points a year.
| Window | SIPs compared | Ahead (Axis / Tata) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 47 | 9% / 91% | -9.5 pp | -15.2 ppstarted Feb 2020 | +4.0 ppstarted Sep 2023 |
| 5-year SIPs | 23 | 0% / 100% | -5.9 pp | -10.4 ppstarted Jan 2020 | -1.1 ppstarted Sep 2021 |
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.
- Tata Focused Fund beat a plain Nifty 500 index fund in 70% of 47 rolling 3-year SIPs (median gap +1.8 pp a year) — Tata Focused Fund vs Nifty 500 index fund.
- Tata Focused Fund: the Regular plan of the same 5-year SIP ended ₹27,539 below Direct.
Questions
Which has given better SIP returns, Axis Focused Fund or Tata 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 ₹7.07 L in Tata Focused Fund (XIRR 6.7%). Past returns don't tell you which will do better next.
Has Axis Focused Fund beaten Tata Focused Fund consistently?
In 9% of 47 rolling 3-year SIPs started on the same dates (from Dec 2019), Axis Focused Fund ended ahead of Tata Focused Fund (Direct plans). The median difference was -9.5 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.
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