Axis Multicap Fund - Direct Plan - Growth Option
code 149383 Multi Cap Fund direct plan · growth NAVs 2021-12-23 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2021-12-23, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.54% | -3.87% | -5.78% | 1.92% | 2026-10-09 → 2026-11-09 |
| 3M | 2.79% | 4.09% | -2.81% | 6.89% | 2026-08-07 → 2026-11-09 |
| 6M | 11.32% | 18.14% | 9.00% | 9.15% | 2026-05-08 → 2026-11-09 |
| 1Y | 11.89% | 9.55% | 0.55% | 9.00% | 2025-11-07 → 2026-11-09 |
| 3Y | 19.66% | 18.77% | 10.97% | 7.79% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 16.77% | 16.07% | 11.73% | 4.35% | 2021-12-23 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| fund | -0.20% | 38.31% | 33.81% | 2.42% |
| benchmark | 2.84% | 33.74% | 19.34% | 5.29% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 924 | 21.31% | 15.20% | -4.22% | 59.34% | 93% | 87% |
| 3 years | 435 | 22.69% | 22.68% | 17.15% | 29.59% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 18.83% |
| volatility | 16.27% |
| max drawdown | -18.08% |
| downside deviation | 10.59% |
| Sharpe ratio | 0.79 |
| Sortino ratio | 1.20 |
| Calmar ratio | 1.04 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Category: Multi Cap Fund
Overall ★★★★★ (3y ★★★★★ · 5y - · 10y -) · as of 2026-10 · 58 months of history
| percentile rank (1 = best) | 3 years of 23 funds |
|---|---|
| return | 1st |
| volatility | 37th |
| Sharpe | 1st |
| Sortino | 1st |
| worst fall | 14th |
| risk-adjusted return (MRAR) | 1st |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.