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: Nifty 500 Multicap 50:25:25 TRI
Total Assets: 5051.53561 As on (29-02-2024)
Expense Ratio: 1.9% As on (29-02-2024)
Turn over: 81.00% | Exit Load: or units in excess of 10% of the investment,1% will be charged for redemption within 365 days
NAV as on 28-03-2024
14.32
0.1
CAGR Since Inception
17.14%
Nifty 500 Multicap 50:25:25 TRI 16.32%
PERFORMANCE
Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
---|---|---|---|---|---|
Axis Multicap Fund - Regular Plan - Growth | 55.82 | - | - | - | 17.14 |
NIFTY500 MULTICAP 50:25:25 TRI | 49.75 | 22.64 | 19.62 | 17.88 | 16.32 |
Equity: Multi Cap | 49.88 | 23.81 | 20.38 | 17.92 | 20.7 |
Funds Manager
Shreyash Devalkar, Hitesh Das, Sachin Jain, Nitin Arora
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 | 55.82 | 21.63 | 0.0 | 0.0 | 0.0 |
Kotak Multicap Fund Reg Gr | 29-09-2021 | 64.6 | 31.75 | 0.0 | 0.0 | 0.0 |
HSBC Multi Cap Fund Reg Gr | 30-01-2023 | 61.16 | 0.0 | 0.0 | 0.0 | 0.0 |
ITI Multi Cap Reg Gr | 15-05-2019 | 58.81 | 28.37 | 18.58 | 0.0 | 0.0 |
Quant Active Fund Gr | 21-03-2001 | 54.95 | 21.73 | 27.87 | 27.75 | 23.04 |
Nippon India Multi Cap Gr Gr | 25-03-2005 | 54.41 | 28.52 | 30.1 | 19.84 | 17.34 |
Bank of India Multi Cap Fund Reg Gr | 03-03-2023 | 53.35 | 0.0 | 0.0 | 0.0 | 0.0 |
Mahindra Manulife Multi Cap Fund Reg Gr | 05-05-2017 | 53.31 | 21.44 | 25.38 | 22.68 | 0.0 |
HDFC Multi Cap Fund Gr | 07-12-2021 | 52.9 | 28.29 | 0.0 | 0.0 | 0.0 |
ICICI Pru Multi Cap Gr | 01-10-1994 | 51.95 | 25.02 | 23.85 | 18.08 | 17.09 |
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 | - | - | |||
Equity: Multi Cap | - | - | - | - | - | - |