Previously Known As : Previously Named As Axis Multi Cap Fund

Axis Flexi Cap Fund Overview
Category	Flexi Cap Fund
BMSMONEY Rank	19
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹26.09_(R)		-1.92%	₹28.64_(D)	-1.92%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	25.55%	12.1%	15.22%	14.45%	-%
LumpSum_(D)	26.89%	13.32%	16.6%	15.97%	-%
SIP_(R)	-31.68%	14.32%	15.94%	15.58%	-%
SIP_(D)	-30.89%	15.58%	17.28%	16.99%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.27	0.15	0.38	-4.66%	0.04
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	13.46%	-17.31%	-18.29%	0.93	9.41%

Top Flexi Cap Fund
Fund Name	Rank	Rating
JM Flexicap Fund	1
HDFC Flexi Cap Fund	2
Motilal Oswal Flexi Cap Fund	3
BANK OF INDIA FLEXI CAP FUND	4
ICICI Prudential Flexicap Fund	5
Edelweiss Flexi Cap Fund	6

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Axis Flexi Cap Fund - Regular Plan - IDCW	18.22	-0.3500	-1.8800%
Axis Flexi Cap fund - Direct Plan - IDCW	19.8	-0.3800	-1.8800%
Axis Flexi Cap Fund - Regular Plan - Growth	26.09	-0.5100	-1.9200%
Axis Flexi Cap Fund - Direct Plan - Growth	28.64	-0.5600	-1.9200%

Review Date: 20-12-2024

Axis Flexi Cap Fund has shown poor performance in the Flexi Cap Fund category. The fund has rank of 19 out of 27 funds in the category. The fund has delivered return of 25.55% in 1 year, 12.1% in 3 years and 15.22% in 5 years. The category average for the same periods is 23.86%, 17.28% and 18.67% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 13.46, VaR of -17.31, Average Drawdown of -8.12, Semi Deviation of 9.41 and Max Drawdown of -18.29. The category average for the same parameters is 13.21, -16.24, -5.89, 9.29 and -12.94 respectively. The fund has average risk in the category.

Key Points:

An investment of ₹10,000 in Axis Flexi Cap Fund direct growth option would have grown to ₹12689.0 in 1 year, ₹14553.0 in 3 years and ₹21550.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Axis Flexi Cap Fund direct growth option would have grown to ₹9881.0 in 1 year, ₹45371.0 in 3 years and ₹92408.0 in 5 years as of today (20-12-2024).
standard deviation of 13.46 and based on VaR one can expect to lose more than -17.31% of current value of fund in one year.
Sharpe ratio of the fund is 0.27 which shows poor performance of fund in the flexi cap fund category.
The fund has R-square of 0.87, Beta of 0.93 and Jensen's Alpha of -4.66% which exhibit poor performance in the flexi cap fund category .

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	3.16	3.06	-0.07 \| 5.90	17 \| 37	Good
3M Return %	-5.51	-5.69	-13.56 \| 0.25	15 \| 36	Good
6M Return %	4.11	2.87	-10.40 \| 14.65	10 \| 37	Very Good
1Y Return %	25.55	23.86	6.70 \| 46.15	13 \| 36	Good
3Y Return %	12.10	17.28	7.86 \| 27.76	25 \| 27	Poor
5Y Return %	15.22	18.67	14.38 \| 30.88	18 \| 23	Average
7Y Return %	14.45	14.32	9.98 \| 19.23	11 \| 20	Average
1Y SIP Return %	-31.68	-33.40	-39.97 \| -17.55	10 \| 32	Good
3Y SIP Return %	14.32	16.97	9.77 \| 30.16	17 \| 25	Average
5Y SIP Return %	15.94	19.19	13.77 \| 28.92	18 \| 21	Average
7Y SIP Return %	15.58	17.76	14.41 \| 24.70	13 \| 18	Average
Standard Deviation	13.46	13.21	11.07 \| 16.81	20 \| 27	Average
Semi Deviation	9.41	9.29	8.17 \| 12.05	17 \| 27	Average
Max Drawdown %	-18.29	-12.94	-20.55 \| -6.00	26 \| 27	Poor
VaR 1 Y %	-17.31	-16.24	-21.00 \| -10.95	16 \| 27	Average
Average Drawdown %	-8.12	-5.89	-10.02 \| -3.56	24 \| 27	Poor
Sharpe Ratio	0.27	0.69	-0.02 \| 1.40	25 \| 27	Poor
Sterling Ratio	0.38	0.75	0.22 \| 1.56	26 \| 27	Poor
Sortino Ratio	0.15	0.37	0.02 \| 0.86	25 \| 27	Poor
Jensen Alpha %	-4.66	1.25	-9.08 \| 11.35	25 \| 27	Poor
Treynor Ratio	0.04	0.10	0.00 \| 0.20	25 \| 27	Poor
Modigliani Square Measure %	10.76	16.92	6.26 \| 27.52	25 \| 27	Poor
Alpha %	-5.78	0.02	-9.93 \| 10.19	25 \| 27	Poor

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	3.24	3.17	0.14 \| 5.97	17 \| 37
3M Return %	-5.26	-5.40	-13.31 \| 0.66	15 \| 36
6M Return %	4.64	3.49	-9.88 \| 15.16	12 \| 37
1Y Return %	26.89	25.34	8.22 \| 47.41	13 \| 36
3Y Return %	13.32	18.59	8.69 \| 29.20	25 \| 27
5Y Return %	16.60	19.93	14.96 \| 32.21	19 \| 23
7Y Return %	15.97	15.40	10.07 \| 20.25	9 \| 20
1Y SIP Return %	-30.89	-32.76	-40.16 \| -16.75	11 \| 33
3Y SIP Return %	15.58	18.33	10.63 \| 31.30	17 \| 25
5Y SIP Return %	17.28	20.49	14.68 \| 30.35	19 \| 21
7Y SIP Return %	16.99	18.88	14.90 \| 25.92	13 \| 18
Standard Deviation	13.46	13.21	11.07 \| 16.81	20 \| 27
Semi Deviation	9.41	9.29	8.17 \| 12.05	17 \| 27
Max Drawdown %	-18.29	-12.94	-20.55 \| -6.00	26 \| 27
VaR 1 Y %	-17.31	-16.24	-21.00 \| -10.95	16 \| 27
Average Drawdown %	-8.12	-5.89	-10.02 \| -3.56	24 \| 27
Sharpe Ratio	0.27	0.69	-0.02 \| 1.40	25 \| 27
Sterling Ratio	0.38	0.75	0.22 \| 1.56	26 \| 27
Sortino Ratio	0.15	0.37	0.02 \| 0.86	25 \| 27
Jensen Alpha %	-4.66	1.25	-9.08 \| 11.35	25 \| 27
Treynor Ratio	0.04	0.10	0.00 \| 0.20	25 \| 27
Modigliani Square Measure %	10.76	16.92	6.26 \| 27.52	25 \| 27
Alpha %	-5.78	0.02	-9.93 \| 10.19	25 \| 27

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-1.92	₹ 9,808.00	-1.92	₹ 9,808.00
1W	-3.58	₹ 9,642.00	-3.57	₹ 9,643.00
1M	3.16	₹ 10,316.00	3.24	₹ 10,324.00
3M	-5.51	₹ 9,449.00	-5.26	₹ 9,474.00
6M	4.11	₹ 10,411.00	4.64	₹ 10,464.00
1Y	25.55	₹ 12,555.00	26.89	₹ 12,689.00
3Y	12.10	₹ 14,087.00	13.32	₹ 14,553.00
5Y	15.22	₹ 20,304.00	16.60	₹ 21,550.00
7Y	14.45	₹ 25,730.00	15.97	₹ 28,217.00
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-31.68	₹ 9,822.42	-30.89	₹ 9,880.56
3Y	₹ 36000	14.32	₹ 44,557.49	15.58	₹ 45,370.87
5Y	₹ 60000	15.94	₹ 89,408.34	17.28	₹ 92,407.62
7Y	₹ 84000	15.58	₹ 146,435.02	16.99	₹ 153,957.97
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Axis Flexi Cap Fund NAV Regular Growth	Axis Flexi Cap Fund NAV Direct Growth
20-12-2024	26.09	28.64
19-12-2024	26.6	29.2
18-12-2024	26.77	29.38
17-12-2024	26.88	29.5
16-12-2024	27.1	29.74
13-12-2024	27.06	29.7
12-12-2024	26.97	29.6
11-12-2024	27.05	29.68
10-12-2024	26.96	29.58
09-12-2024	26.94	29.57
06-12-2024	26.93	29.55
05-12-2024	26.9	29.51
04-12-2024	26.67	29.26
03-12-2024	26.57	29.15
02-12-2024	26.4	28.97
29-11-2024	26.12	28.65
28-11-2024	25.89	28.4
27-11-2024	26.08	28.61
26-11-2024	26.02	28.55
25-11-2024	26.06	28.59
22-11-2024	25.66	28.14
21-11-2024	25.29	27.74

Fund Launch Date: 20/Nov/2017
Fund Category: Flexi Cap Fund
Investment Objective: To generate long term capital appreciation by investing in a dynamic mix of equity and equity related instruments across market capitalizations.
Fund Description: An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
Fund Benchmark: Nifty 500 Total Return Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Axis Flexi Cap Fund

Previously Known As : Previously Named As Axis Multi Cap Fund

Axis Flexi Cap Fund NAV

Axis Flexi Cap Fund Review

Axis Flexi Cap Fund Performance Comparison with Peers (Regular Plan Chart)

Axis Flexi Cap Fund Review Dashboard (Regular Plan)

Axis Flexi Cap Fund Review Dashboard (Direct Plan)

Axis Flexi Cap Fund Lumpsum Returns and Investment Value

Axis Flexi Cap Fund SIP Return and Investment Value

Axis Flexi Cap Fund NAV History

Axis Flexi Cap Fund Information