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MF_141925

Axis Flexi Cap Fund - Direct Plan - Growth

Equity Schemes - Flexi Cap Fund

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End Amount
₹30,049.95
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.10%
MF_141925 Return
Benchmark CAGR
10.65%
Nifty 50
Inflation Adj. CAGR
7.82%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.84
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.75
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 23% 27%
60 days 57% 17% 18%
90 days 58% 14% 14%
180 days 56% 10% 8%
1Yr 63% 6% 6%
3Yr 53% 3% 3%
5Yr 53% 1% 1%
7Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Flexi Cap Fund - Direct Plan - Growth Nifty 50
30 days -15.9% | -67.2% | 18.0% | 178.6% 26.6% | -64.0% | 13.9% | 190.8%
60 days -34.0% | -55.6% | 18.1% | 117.2% -23.0% | -51.1% | 15.1% | 128.7%
90 days -17.6% | -47.0% | 17.8% | 94.7% -25.0% | -45.5% | 14.6% | 116.3%
1 Year -1.0% | -8.3% | 10.1% | 56.6% -10.0% | -17.0% | 10.1% | 60.3%
3 Years 13.6% | 10.0% | 15.4% | 24.9% 7.7% | 7.8% | 15.0% | 26.4%
5 Years 7.5% | 8.4% | 15.0% | 20.5% 6.4% | 6.6% | 15.1% | 22.9%
7 Years 12.8% | 12.7% | 14.7% | 16.7% 11.2% | 11.3% | 13.4% | 15.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 28, 2018 May 18, 2019 263 days 15% Nifty 50: 14% 11818 10030 11988
July 4, 2019 Sept. 20, 2019 78 days 5% Nifty 50: 10% 12328 11658 12388
Feb. 12, 2020 Nov. 7, 2020 269 days 30% Nifty 50: 37% 13846 9710 14036
Jan. 11, 2021 Feb. 4, 2021 24 days 8% Nifty 50: 6% 16394 15125 16444
Feb. 16, 2021 May 26, 2021 99 days 7% Nifty 50: 6% 17073 15884 17123
Oct. 14, 2021 Nov. 29, 2023 776 days 23% Nifty 50: 16% 21588 16673 21628
July 31, 2024 Aug. 24, 2024 24 days 5% Nifty 50: 4% 28462 26933 28641
Sept. 26, 2024 June 30, 2026 642 days 19% Nifty 50: 15% 30480 24745 30500
Aug. 31, 2026 Oct. 30, 2026 60 days 9% Nifty 50: 8% 32178 29221 30050