Axis Multicap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Equity: Multi Cap
Status: Open Ended Schemes
Launch Date: 05-12-2021
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Total Assets: 8256.0 As on (30-06-2025)
Expense Ratio: 1.78% As on (30-06-2025)
Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months - For 10% of investment: Nil on FIFO basis. For remaining investment: 1% w.e.f., 17/12/2021
NAV as on 06-08-2025
17.5
-0.16
CAGR Since Inception
16.68%
NIFTY500 MULTICAP 50:25:25 TRI 16.02%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | 6.12 | 21.57 | - | - | 16.68 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.12 | 18.86 | 24.41 | 14.47 | 16.02 |
| Equity: Multi Cap | 2.87 | 19.32 | 23.99 | 14.03 | 14.36 |
Funds Manager
Mr. Nitin Arora,Mr. Shreyash Devalkar, Mr. Hitesh Das
RETURNS CALCULATORS for Axis Multicap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Multicap Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Multicap Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Multicap Fund Reg Gr | 05-12-2021 | 6.12 | 24.66 | 21.57 | 0.0 | 0.0 |
| Motilal Oswal Multi Cap Fund Reg Gr | 18-06-2024 | 24.58 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 22-09-2023 | 10.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Multicap Fund Reg Gr | 05-03-2022 | 8.44 | 20.57 | 17.08 | 0.0 | 0.0 |
| Canara Robeco Multi Cap Fund Reg Gr | 08-07-2023 | 4.53 | 19.54 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Multicap Fund Reg Gr | 01-08-2023 | 4.26 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Multi Cap Gr | 17-03-2008 | 4.16 | 19.54 | 19.36 | 23.04 | 13.06 |
| Nippon India Multi Cap Gr Gr | 25-03-2005 | 3.79 | 21.22 | 23.89 | 30.93 | 14.13 |
| Sundaram Multi Cap Fund Gr | 01-01-2013 | 3.53 | 18.48 | 17.02 | 21.88 | 13.44 |
| Baroda BNP Paribas Multi Cap Plan A Gr | 12-09-2003 | 2.48 | 19.15 | 19.03 | 23.8 | 13.07 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Multicap Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | 15.22 | 1.4 | 3.37 | 0.92 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |