Home Mf Research Axis Multicap Fund Regular Plan Growth

Axis Multicap Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
17.88 -0.61%
AUM (Fund Size)
124
Expense Ratio
1.79%
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
Risk
Very High
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,009.03
0.90 %
Two Week 2025-07-03 ₹1,000.00 ₹997.77
-0.22 %
One Month 2025-06-18 ₹1,000.00 ₹1,021.71
2.17 %
Three Months 2025-04-21 ₹3,000.00 ₹3,140.79
4.69 %
Six Months 2025-01-20 ₹6,000.00 ₹6,427.60
7.13 %
One Year 2024-07-18 ₹12,000.00 ₹12,583.94
4.87 %
Three Year 2022-07-19 ₹36,000.00 ₹50,845.95
41.24 %
Since Inception 2021-12-17 ₹44,000.00 ₹65,228.49
48.25 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 41%
Debt 0%
Others 0%

Sectors Holding in Axis Multicap Fund - Regular Plan - Growth

Banks
12%
Petroleum Products
3%
Telecom - Services
2%
Healthcare Services
2%
Auto Components
1%
Finance
2%
Realty
2%
Electrical Equipment
2%
Chemicals & Petrochemicals
1%
Capital Markets
2%
Industrial Manufacturing
1%
Construction
1%
IT - Software
3%
Automobiles
1%
Consumer Durables
1%
Aerospace & Defense
1%
Pharmaceuticals & Biotechnology
1%
Commercial Services & Supplies
2%
Retailing
1%
Fertilizers & Agrochemicals
0%
Cement & Cement Products
0%
Diversified FMCG
0%
Beverages
0%
Household Products
0%
Leisure Services
0%
Industrial Products
0%
Textiles & Apparels
0%
Financial Technology (Fintech)
0%
Insurance
0%
Power
0%
Agricultural Food & Other Products
0%
Transport Services
0%
Personal Products
0%
Ferrous Metals
0%
Non - Ferrous Metals
0%
Other
0%

Companies Holding in Axis Multicap Fund - Regular Plan - Growth

HDFC Bank Limited
7.13%
ICICI Bank Limited
4.65%
Reliance Industries Limited
3.56%
Bharti Airtel Limited
2.36%
Fortis Healthcare Limited
2.00%
Minda Corporation Limited
1.98%
Bajaj Finance Limited
1.79%
Brigade Enterprises Limited
1.62%
GE Vernova T&D India Limited
1.58%
Solar Industries India Limited
1.57%
BSE Limited
1.53%
State Bank Of India
1.52%
Jyoti CNC Automation Ltd
1.40%
Larsen & Toubro Limited
1.38%
Persistent Systems Limited
1.37%
Infosys Limited
1.37%
Premier Energies Limited
1.35%
Mahindra & Mahindra Limited
1.35%
Coforge Limited
1.30%
Blue Star Limited
1.21%
Bharat Electronics Limited
1.20%
Granules India Limited
1.18%
Anant Raj Limited
1.10%
EClerx Services Limited
1.09%
Multi Commodity Exchange Of India Limited
1.06%
Firstsource Solutions Limited
1.04%
PNB Housing Finance Limited
1.03%
Vishal Mega Mart Limited
1.00%
PG Electroplast Limited
0.98%
Kotak Mahindra Bank Limited
0.97%
The Phoenix Mills Limited
0.97%
Krishna Institute Of Medical Sciences Limited
0.92%
Kaynes Technology India Limited
0.92%
Coromandel International Limited
0.90%
Karur Vysya Bank Limited
0.89%
UltraTech Cement Limited
0.89%
Cholamandalam Investment And Finance Company Ltd
0.88%
ITC Limited
0.88%
Eternal Limited
0.86%
TVS Motor Company Limited
0.86%
Berger Paints (I) Limited
0.84%
Hitachi Energy India Limited
0.82%
Awfis Space Solutions Limited
0.82%
CG Power And Industrial Solutions Limited
0.81%
Indian Bank
0.75%
Varun Beverages Limited
0.71%
Doms Industries Limited
0.71%
Sansera Engineering Limited
0.70%
Hindustan Aeronautics Limited
0.70%
UNO Minda Limited
0.68%
Pidilite Industries Limited
0.68%
V-Guard Industries Limited
0.67%
Avenue Supermarts Limited
0.67%
Jubilant Foodworks Limited
0.66%
The Federal Bank Limited
0.65%
Narayana Hrudayalaya Limited
0.60%
KEI Industries Limited
0.60%
Cipla Limited
0.60%
Tech Mahindra Limited
0.59%
Sun Pharmaceutical Industries Limited
0.59%
Suzlon Energy Limited
0.58%
Titan Company Limited
0.55%
Schaeffler India Limited
0.55%
K.P.R. Mill Limited
0.55%
ITC Hotels Limited
0.53%
JB Chemicals & Pharmaceuticals Limited
0.52%
PB Fintech Limited
0.52%
Apar Industries Limited
0.52%
Divi's Laboratories Limited
0.51%
HDFC Life Insurance Company Limited
0.51%
Rainbow Childrens Medicare Limited
0.51%
Craftsman Automation Limited
0.51%
NTPC Limited
0.50%
Mankind Pharma Limited
0.49%
Chalet Hotels Limited
0.48%
Tata Consumer Products Limited
0.48%
Trent Limited
0.47%
Bharat Heavy Electricals Limited
0.47%
JK Cement Limited
0.46%
Mphasis Limited
0.46%
Computer Age Management Services Limited
0.46%
Lupin Limited
0.45%
Max Healthcare Institute Limited
0.45%
InterGlobe Aviation Limited
0.45%
United Spirits Limited
0.44%
HDFC Asset Management Company Limited
0.43%
Dixon Technologies (India) Limited
0.43%
Galaxy Surfactants Limited
0.43%
Godrej Consumer Products Limited
0.42%
CCL Products (India) Limited
0.41%
PI Industries Limited
0.39%
Sai Life Sciences Limited
0.38%
Vijaya Diagnostic Centre Limited
0.37%
Voltamp Transformers Limited
0.37%
Arvind Fashions Limited
0.35%
Tata Consultancy Services Limited
0.34%
Sapphire Foods India Limited
0.34%
Jindal Steel & Power Limited
0.33%
Bajaj Auto Limited
0.33%
Go Fashion (India) Limited
0.32%
Cohance Lifesciences Limited
0.31%
REC Limited
0.30%
Hindalco Industries Limited
0.30%
Prestige Estates Projects Limited
0.28%
Tata Motors Limited
0.27%
Jyothy Labs Limited
0.27%
Jupiter Life Line Hospitals Limited
0.27%
Sona BLW Precision Forgings Limited
0.23%
Rolex Rings Limited
0.23%
Central Depository Services (India) Limited
0.22%
Torrent Pharmaceuticals Limited
0.21%
Info Edge (India) Limited
0.18%
Motherson Sumi Wiring India Limited
0.15%
International Gemmological Institute India Ltd
0.15%
Vedant Fashions Limited
0.14%
Samvardhana Motherson International Limited
0.11%
Techno Electric & Engineering Company Limited
0.11%
TTK Prestige Limited
0.07%
Rategain Travel Technologies Limited
0.06%
NIFTY June 2025 Future
0.84%
91 Days Tbill (MD 17/07/2025)
0.64%
91 Days Tbill (MD 01/08/2025)
0.64%
Clearing Corporation Of India Ltd
0.78%
Net Receivables / (Payables)
-0.32%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.79
Expense Ratio Direct
0.75
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Nitin Arora
13 years Experience
Shreyash Devalkar
20 years Experience
Hitesh Das
13 years Experience
Sachin Jain
11 years Experience

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

FAQs

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