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Home Mf Research Axis Multicap Fund Regular Plan Growth
AXIS MUTUAL FUND

Axis Multicap Fund - Regular Plan - Growth

Equity Equity Multi Cap
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-05)
17.62 0.86%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-29 ₹1,000.00 ₹1,015.56
1.56 %
Two Week 2025-05-21 ₹1,000.00 ₹1,028.60
2.86 %
1 Month 2025-05-06 ₹1,000.00 ₹1,073.08
7.31 %
Three Months 2025-03-07 ₹3,000.00 ₹3,352.26
11.74 %
Six Months 2024-12-09 ₹6,000.00 ₹6,355.45
5.92 %
One Year 2024-06-05 ₹12,000.00 ₹12,586.41
4.89 %
Three Year 2022-06-06 ₹36,000.00 ₹51,375.80
42.71 %
Since Inception 2021-12-17 ₹43,000.00 ₹63,303.26
47.22 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
ICICI Bank Limited Banks Equity 4.75
HDFC Bank Limited Banks Equity 2.96
Mahindra & Mahindra Limited Automobiles Equity 2.81
Persistent Systems Limited IT - Software Equity 2.65
Reliance Industries Limited Petroleum Products Equity 2.64
Cholamandalam Investment and Finance Company Ltd Finance Equity 2.39
Brigade Enterprises Limited Realty Equity 2.37
Blue Star Limited Consumer Durables Equity 2.37
Infosys Limited IT - Software Equity 2.34
Minda Corporation Limited Auto Components Equity 2.22
Fortis Healthcare Limited Healthcare Services Equity 1.91
Larsen & Toubro Limited Construction Equity 1.77
Bharti Airtel Limited Telecom - Services Equity 1.68
Sansera Engineering Limited Auto Components Equity 1.65
State Bank of India Banks Equity 1.63
The Phoenix Mills Limited Realty Equity 1.53
Granules India Limited Pharmaceuticals & Biotechnology Equity 1.50
Kaynes Technology India Limited Industrial Manufacturing Equity 1.50
Voltas Limited Consumer Durables Equity 1.47
Cummins India Limited Industrial Products Equity 1.36
Bharat Electronics Limited Aerospace & Defense Equity 1.21
Tata Consultancy Services Limited IT - Software Equity 1.20
Apar Industries Limited Electrical Equipment Equity 1.15
Zomato Limited Retailing Equity 1.13
ITC Limited Diversified FMCG Equity 1.12
Trent Limited Retailing Equity 1.11
Firstsource Solutions Limited Commercial Services & Supplies Equity 1.09
UNO Minda Limited Auto Components Equity 1.07
Tata Motors Limited Automobiles Equity 1.05
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 1.03
Birlasoft Limited IT - Software Equity 0.93
Anant Raj Limited Realty Equity 0.92
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Equity 0.91
Bajaj Finance Limited Finance Equity 0.91
Schaeffler India Limited Auto Components Equity 0.90
Power Grid Corporation of India Limited Power Equity 0.89
Solar Industries India Limited Chemicals & Petrochemicals Equity 0.88
Mphasis Limited IT - Software Equity 0.87
Tata Power Company Limited Power Equity 0.86
Hindustan Unilever Limited Diversified FMCG Equity 0.86
Coal India Limited Consumable Fuels Equity 0.86
NTPC Limited Power Equity 0.85
CG Power and Industrial Solutions Limited Electrical Equipment Equity 0.84
TVS Motor Company Limited Automobiles Equity 0.82
KEI Industries Limited Industrial Products Equity 0.81
Motherson Sumi Wiring India Limited Auto Components Equity 0.80
Jyoti CNC Automation Ltd Industrial Manufacturing Equity 0.79
Prestige Estates Projects Limited Realty Equity 0.77
Bajaj Auto Limited Automobiles Equity 0.76
V-Guard Industries Limited Consumer Durables Equity 0.74
Central Depository Services (India) Limited Capital Markets Equity 0.72
Multi Commodity Exchange of India Limited Capital Markets Equity 0.71
Sona BLW Precision Forgings Limited Auto Components Equity 0.71
Craftsman Automation Limited Auto Components Equity 0.70
Galaxy Surfactants Limited Chemicals & Petrochemicals Equity 0.69
UltraTech Cement Limited Cement & Cement Products Equity 0.66
Narayana Hrudayalaya Limited Healthcare Services Equity 0.64
Varun Beverages Limited Beverages Equity 0.64
Crompton Greaves Consumer Electricals Limited Consumer Durables Equity 0.63
Suzlon Energy Limited Electrical Equipment Equity 0.63
Krishna Institute Of Medical Sciences Limited Healthcare Services Equity 0.61
Titagarh Rail Systems Limited Industrial Manufacturing Equity 0.58
Petronet LNG Limited Gas Equity 0.58
Computer Age Management Services Limited Capital Markets Equity 0.57
Vedant Fashions Limited Retailing Equity 0.57
Mankind Pharma Limited Pharmaceuticals & Biotechnology Equity 0.56
ICICI Prudential Life Insurance Company Limited Insurance Equity 0.55
CCL Products (India) Limited Agricultural Food & other Products Equity 0.54
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology Equity 0.54
Voltamp Transformers Limited Electrical Equipment Equity 0.54
Cipla Limited Pharmaceuticals & Biotechnology Equity 0.54
Go Fashion (India) Limited Retailing Equity 0.53
Rolex Rings Limited Auto Components Equity 0.53
Dabur India Limited Personal Products Equity 0.51
Other Domestic Equity Less than 0.50% of corpus Equity 13.51
SIP Calculator
Risk Ratios
Standard Deviation
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Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
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Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Nitin Arora (13 years), Shreyash Devalkar (20 years), Hitesh Das (13 years), Sachin Jain (11 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
If redeemed/switched-out within 12 months, for 10% of investment: Nil. For remaining investment: 1%. If redeemed/switched out after 12 months from the date of allotment: Nil.

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