Axis Focused Fund vs Canara Robeco Focused Fund
Axis Focused Fund and Canara Robeco Focused Fund are both Focused funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +11.38% vs +14.89%, 5-year CAGR +4.34% vs +12.28%, volatility 15.52% vs 15.37%, maximum drawdown −33.72% vs −18.15%. Their portfolios overlap by 34.7% (10 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Fund house | Axis Mutual Fund | Canara Robeco Mutual Fund |
| Compared as | Focused | Focused |
| NAV | ₹65.5700 | ₹22.1100 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 2 Jan 2013 | 18 May 2021 |
| Track record | 13.8 yrs | 5.5 yrs |
| Fund size (AUM) | ₹10,476 Cr | ₹2,730 Cr |
| Securities held | 28 | 30 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| 1 month | +5.55% | +7.75% |
| 3 months | −0.86% | +1.33% |
| 6 months | +7.72% | +6.35% |
| 1 year | +1.88% | +0.91% |
| 3 years (CAGR) | +11.38% | +14.89% |
| 5 years (CAGR) | +4.34% | +12.28% |
| 7 years (CAGR) | +10.23% | — |
| 10 years (CAGR) | +12.40% | — |
| Since launch (CAGR) | +13.24% | +15.32% |
| SIP return (XIRR, 5 years) ⓘ | +8.18% | +12.62% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| 2026 (year to date) | +4.00% | +0.55% |
| 2025 | +3.43% | +7.74% |
| 2024 | +15.87% | +25.45% |
| 2023 | +18.36% | +25.25% |
| 2022 | −13.56% | +3.42% |
| 2021 | +25.35% | — |
Risk
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Volatility (annualised) ⓘ | 15.52% | 15.37% |
| Downside volatility ⓘ | 10.99% | 10.54% |
| Sharpe ratio ⓘ | 0.31 | 0.55 |
| Sortino ratio ⓘ | 0.44 | 0.80 |
| Maximum drawdown ⓘ | −33.72% | −18.15% |
| Recovery from that fall | 8 months | 3 months |
| Current fall from peak | −2.09% | −0.90% |
| Rolling 1-year return: worst | −19.41% | −9.89% |
| Rolling 1-year return: median | +12.01% | +10.86% |
| Rolling 1-year return: best | +77.63% | +47.37% |
| Share of 1-year periods with a loss | 19.98% | 9.25% |
Against each fund's benchmark
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Beta ⓘ | 0.93 | 0.93 |
| Alpha (Jensen's, annualised) ⓘ | +0.19% | +2.38% |
| R² ⓘ | 86.32 | 93.57 |
| Upside capture | 101.30% | 104.29% |
| Downside capture | 103.06% | 93.63% |
| Tracking error | 5.89% | 3.97% |
| Information ratio | -0.02 | 0.60 |
| Treynor ratio | 3.83 | 6.52 |
Portfolio
Asset mix
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Equity | 93.80% | 95.25% |
| Cash & equivalents | 3.36% | 4.75% |
| Debt | 2.82% | 0.00% |
Market-cap split (share of fund assets)
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Large Cap | 78.77% | 65.51% |
| Mid Cap | 11.72% | 21.46% |
| Small Cap | 0.99% | 8.28% |
| Unclassified | 2.32% | 0.00% |
Concentration
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Top 10 holdings | 55.23% | 48.93% |
| Effective number of stocks ⓘ | 23.2 | 26 |
| Securities held | 28 | 30 |
Portfolio overlap: 34.7%
10 companies are held by both funds; by weight, 34.7% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Axis Focused | Canara Robeco Focused |
|---|---|---|
| ICICI Bank Limited | 8.13% | 8.92% |
| Eternal Limited | 7.85% | 4.31% |
| Divi's Laboratories Limited | 6.50% | 4.05% |
| TVS Motor Company Ltd. | 4.53% | 3.96% |
| Bajaj Finance Limited | 5.34% | 3.77% |
| HDFC Bank Limited | 3.20% | 6.83% |
| Bharti Airtel Limited | 2.60% | 4.26% |
| InterGlobe Aviation Limited | 3.56% | 2.59% |
| PB Fintech Limited | 2.59% | 1.21% |
| Infosys Limited | 2.15% | 0.91% |
Top 10 holdings
Axis Focused
- ICICI Bank Limited8.13%
- Eternal Limited7.85%
- Divi's Laboratories Limited6.50%
- Bajaj Finance Limited5.34%
- Cholamandalam Investment and Finance Company Ltd5.14%
- Apollo Hospitals Enterprise Limited5.06%
- Apar Industries Limited4.90%
- TVS Motor Company Ltd.4.53%
- State Bank of India4.22%
- InterGlobe Aviation Limited3.56%
Canara Robeco Focused
- ICICI Bank Limited8.92%
- HDFC Bank Limited6.83%
- Max Healthcare Institute Limited4.49%
- Eternal Limited4.31%
- Bharti Airtel Limited4.26%
- Reliance Industries Limited4.22%
- Divi's Laboratories Limited4.05%
- Larsen & Toubro Limited4.03%
- TVS Motor Company Ltd.3.96%
- Torrent Pharmaceuticals Limited3.86%
Sector exposure
| Axis Focused | Canara Robeco Focused | |
|---|---|---|
| Banks | 18.79% | 19.55% |
| Retailing | 7.85% | 11.34% |
| Finance | 10.48% | 8.72% |
| Automobiles | 10.04% | 3.96% |
| Electrical Equipment | 9.37% | 1.01% |
| Pharmaceuticals & Biotechnology | 6.50% | 7.91% |
| Healthcare Services | 5.06% | 4.49% |
| IT - Services | 0.00% | 4.56% |
| Telecom - Services | 2.60% | 4.26% |
| Petroleum Products | 0.00% | 4.22% |
| Transport Services | 3.56% | 4.11% |
| Construction | 0.00% | 4.03% |
| Financial Technology (Fintech) | 3.25% | 1.21% |
| Leisure Services | 0.00% | 2.97% |
Questions people ask
What is the difference between Axis Focused and Canara Robeco Focused returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return +1.88% vs +0.91%; 3-year CAGR +11.38% vs +14.89%; 5-year CAGR +4.34% vs +12.28%; 10-year CAGR +12.40% vs —. Past returns do not indicate future returns.
How do Axis Focused and Canara Robeco Focused compare on risk?
Volatility (36 monthly returns, annualised) 15.52% vs 15.37%; Sharpe ratio 0.31 vs 0.55; Sortino ratio 0.44 vs 0.80; maximum drawdown −33.72% vs −18.15%; beta 0.93 vs 0.93.
How much do Axis Focused and Canara Robeco Focused overlap?
By weight, 34.7% of the two portfolios is invested in the same companies; 10 stocks are held by both, the largest shared positions being ICICI Bank Limited, Eternal Limited, Divi's Laboratories Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Axis Focused and Canara Robeco Focused?
Axis Focused: large cap 78.8%, mid cap 11.7%, small cap 1.0%. Canara Robeco Focused: large cap 65.5%, mid cap 21.5%, small cap 8.3% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.