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 09-07-2025
17.97
0.04
CAGR Since Inception
17.94%
NIFTY500 MULTICAP 50:25:25 TRI 16.31%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | 5.4 | 25.96 | - | - | 17.94 |
| NIFTY500 MULTICAP 50:25:25 TRI | 2.92 | 23.58 | 26.57 | 15.55 | 16.31 |
| Equity: Multi Cap | 3.45 | 23.51 | 25.93 | 14.98 | 16.95 |
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 | 5.4 | 27.23 | 25.96 | 0.0 | 0.0 |
| Motilal Oswal Multi Cap Fund Reg Gr | 18-06-2024 | 27.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 22-09-2023 | 9.43 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Multicap Fund Reg Gr | 05-03-2022 | 9.19 | 23.04 | 21.06 | 0.0 | 0.0 |
| Invesco India Multi Cap Gr | 17-03-2008 | 5.72 | 23.75 | 23.44 | 24.67 | 14.09 |
| Canara Robeco Multi Cap Fund Reg Gr | 08-07-2023 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Multicap Fund Reg Gr | 01-08-2023 | 4.99 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Multi Cap Gr | 01-10-1994 | 4.38 | 24.04 | 24.09 | 25.92 | 14.78 |
| Edelweiss Multi Cap Fund Reg Gr | 26-10-2023 | 3.41 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Multi Cap Fund Gr | 01-01-2013 | 3.2 | 22.29 | 20.99 | 23.5 | 14.32 |
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 | - | - | - | - | - | - |