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: 1.78% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 8,256 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 54% | 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 |
17.36
-0.21 (-1.2097%)
16.39%
Benchmark: 16.02%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 14.46 |
| Sharpe Ratio | 1.4 |
| Alpha | 3.37 |
| Beta | 0.92 |
| 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 | 3.7 | 24.3 | 21.06 | - | - |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 18-06-2024 | 17.52 | - | - | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 7.85 | - | - | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 6.32 | 19.86 | 16.44 | - | - |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 2.46 | - | - | - | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 2.38 | 19.1 | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 2.11 | 20.64 | 23.4 | 30.51 | 14.1 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 1.59 | 18.2 | 16.56 | 21.67 | 13.42 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 1.31 | 18.65 | 18.84 | 22.78 | 12.99 |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 0.06 | 18.82 | 18.6 | 23.56 | 13.0 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.78%
Others
2.09%
Large Cap
45.68%
Mid Cap
27.46%
