Axis Multicap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 05-12-2021 |
| Asset Class: |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| TER: 2.29% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 9,726.91 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 0.5% | 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 |
17.98
-0.22 (-1.2236%)
14.12%
Benchmark: 15.44%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.07 |
| Sharpe Ratio | 0.96 |
| Alpha | 3.56 |
| Beta | 0.91 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 3.63 | 8.4 | 19.92 | - | - |
| Groww Multicap Fund - Regular - Growth | 16-12-2024 | 12.59 | - | - | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 8.24 | 7.9 | 20.27 | - | - |
| Tata Multicap Fund - Regular Plan - Growth | 05-02-2023 | 7.72 | 5.12 | 12.47 | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 7.01 | 5.07 | 19.08 | 12.0 | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 6.75 | 6.9 | 19.36 | 16.4 | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 6.6 | 8.78 | 19.73 | 16.64 | 15.29 |
| Union Multicap Fund - Regular Plan - Growth Option | 19-12-2022 | 6.59 | 6.86 | 16.61 | - | - |
| HSBC Multi Cap Fund - Regular - Growth | 05-01-2023 | 5.15 | 6.38 | 20.88 | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 5.09 | 6.47 | 20.85 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.56%
Others
2.78%
Large Cap
45.43%
Mid Cap
25.23%
