Axis Flexi Cap Fund - Direct Plan - Growth Option
code 141925 Flexi Cap Fund direct plan · growth NAVs 2017-11-24 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2017-11-24, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.25% | -4.62% | -6.04% | 1.42% | 2026-10-09 → 2026-11-09 |
| 3M | 0.22% | 0.63% | -3.61% | 4.24% | 2026-08-07 → 2026-11-09 |
| 6M | 8.19% | 14.29% | 5.81% | 8.47% | 2026-05-08 → 2026-11-09 |
| 1Y | 6.38% | 4.48% | -1.79% | 6.27% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.75% | 13.25% | 9.55% | 3.70% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.45% | 8.37% | 9.02% | -0.65% | 2021-11-09 → 2026-11-09 |
| 7Y | 13.65% | 13.15% | 14.12% | -0.97% | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 13.78% | 13.44% | 11.52% | 1.91% | 2017-11-24 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| fund | 8.84% | 19.04% | 21.08% | 29.93% | -7.61% | 21.44% | 23.54% | 2.40% |
| benchmark | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,931 | 15.14% | 10.23% | -14.81% | 70.93% | 84% | 49% |
| 3 years | 1,438 | 15.96% | 15.38% | 8.17% | 27.90% | 100% | 31% |
| 5 years | 945 | 15.08% | 15.12% | 8.27% | 22.13% | 100% | 15% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 13.56% | 7.74% |
| volatility | 15.90% | 14.96% |
| max drawdown | -18.81% | -22.52% |
| downside deviation | 10.97% | 10.30% |
| Sharpe ratio | 0.51 | 0.19 |
| Sortino ratio | 0.74 | 0.28 |
| Calmar ratio | 0.72 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Flexi Cap Fund
Overall ★★☆☆☆ (3y ★★★☆☆ · 5y ★★☆☆☆ · 10y -) · as of 2026-10 · 107 months of history
| percentile rank (1 = best) | 3 years of 36 funds | 5 years of 27 funds |
|---|---|---|
| return | 38th | 85th |
| volatility | 60th | 66th |
| Sharpe | 38th | 85th |
| Sortino | 40th | 85th |
| worst fall | 52nd | 70th |
| risk-adjusted return (MRAR) | 40th | 85th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.