| Category: Equity: Multi Cap |
| Launch Date: 05-12-2021 |
| Asset Class: |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| Expense Ratio: 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) |
| Turn over: 54 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | 6.12 | 21.57 | - | - | 16.68 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.12 | 18.86 | 24.41 | 14.47 | 16.02 |
| Equity: Multi Cap | 2.87 | 19.32 | 23.99 | 14.03 | 14.36 |
Mr. Nitin Arora,Mr. Shreyash Devalkar, Mr. Hitesh Das
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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| 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 | - | - | - | - | - | - |