Axis Multicap Fund
Direct · Growth ₹20.97
18 Aug 2026
NAV
22.9%
3Y CAGR
22.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.79
Sharpe
-18.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.59%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.76 L | 22.0% | -18.6% | 67.4% |
| 3 Years | ₹36.00 L | ₹48.54 L | 20.5% | 5.8% | 36.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.0% | 14.4% | 15.1% | +7.5% |
| 3 Years | 20.5% | 11.1% | 16.0% | +9.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.7% | 16.0% | -4.2% | 60.0% | 0.79 | 5.50 | 93% | — | — |
| 3 Years | 22.9% | 22.8% | 17.2% | 29.6% | 6.79 | — | 100% | — | — |
-18.1%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-3.9%
Avg Drawdown
Calmar Ratio by Duration
1.20
1Y
1.27
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.48 | 1.00 | 106.2% | 86.2% | 12.6% | -2.9% |
| 3 Years | +14.31 | 0.97 | 105.0% | 87.3% | 22.0% | 7.8% |
| 5 Years | +8.76 | 0.88 | 94.1% | 82.0% | 15.9% | 7.3% |
| 7 Years | +5.84 | 0.88 | 94.1% | 82.0% | 11.1% | 5.1% |
| 10 Years | +3.76 | 0.88 | 94.1% | 82.0% | 7.7% | 3.6% |
| 12 Years | +2.97 | 0.88 | 94.1% | 82.0% | 6.4% | 3.0% |
| 15 Years | +2.19 | 0.88 | 94.1% | 82.0% | 5.0% | 2.4% |
109
Total Holdings
22.3%
Top 10 Weight
34
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 3.51% |
| 2 | ICICI Bank Limited | 3.47% |
| 3 | Shriram Finance Limited | 2.47% |
| 4 | Larsen & Toubro Limited | 2.00% |
| 5 | Sona BLW Precision Forgings Limited | 1.98% |
| 6 | Fortis Healthcare Limited | 1.84% |
| 7 | Minda Corporation Limited | 1.80% |
| 8 | Bharti Airtel Limited | 1.75% |
| 9 | Reliance Industries Limited | 1.74% |
| 10 | GE Vernova T&D India Limited | 1.74% |