Axis Multicap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 05-12-2021 |
| Asset Class: |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| TER: 1.81% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 6,756.18 Cr As on 31-01-2025(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 |
15.64
-0.02 (-0.1279%)
15.08%
Benchmark: 15.69%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 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
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.29 |
| Sharpe Ratio | 0.84 |
| Alpha | 3.49 |
| 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 | 8.09 | 27.16 | 18.29 | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 9.93 | 21.08 | - | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 8.48 | 23.06 | - | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 6.68 | - | - | - | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 6.47 | - | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 6.33 | 25.31 | 22.48 | 21.38 | 12.84 |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 6.24 | 22.75 | 16.09 | 19.98 | 12.27 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 5.58 | 22.67 | 16.42 | 17.57 | 12.36 |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 4.41 | - | - | - | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 4.15 | 24.07 | 18.79 | 19.42 | 13.36 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.0%
Others
8.54%
Large Cap
42.08%
Mid Cap
25.43%
