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MF_149383

Axis Multicap Fund - Direct Growth

Equity Schemes - Multi Cap Fund

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End Amount
₹20,099.90
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.47%
MF_149383 Return
Benchmark CAGR
7.65%
Nifty 50
Inflation Adj. CAGR
10.60%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
1.04
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 63% 33% 21%
60 days 72% 22% 14%
90 days 72% 20% 11%
180 days 66% 19% 5%
1Yr 81% 13% 4%
3Yr 100% 10% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Multicap Fund - Direct Growth Nifty 50
30 days -13.4% | -63.0% | 20.3% | 190.2% 26.6% | -59.6% | 8.4% | 163.4%
60 days -29.9% | -47.1% | 19.1% | 122.9% -23.0% | -41.6% | 7.6% | 94.6%
90 days -8.2% | -39.0% | 18.2% | 92.2% -25.0% | -32.5% | 11.4% | 61.5%
1 Year 3.8% | -2.2% | 14.5% | 55.1% -10.0% | -6.9% | 9.7% | 31.0%
3 Years 18.8% | 18.0% | 22.5% | 28.8% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 Sept. 10, 2022 236 days 17% Nifty 50: 16% 10190 8422 10240
Sept. 14, 2022 Nov. 30, 2022 77 days 5% Nifty 50: 7% 10280 9740 10300
Dec. 5, 2022 May 13, 2023 159 days 10% Nifty 50: 9% 10420 9361 10430
Feb. 23, 2024 April 1, 2024 38 days 5% Nifty 50: 2% 14915 14146 14925
Sept. 26, 2024 Oct. 29, 2025 398 days 18% Nifty 50: 15% 19391 15884 19421
Oct. 29, 2025 June 17, 2026 231 days 13% Nifty 50: 14% 19421 16823 19451
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 21309 19271 20100