Multi Cap · Equity
Axis Multicap Fund - Direct Plan - Growth Option
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Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.93
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.14
Downside-only Sharpe
Max Drawdown
-18.1%
Peak-to-trough · full history
Vol (3Y)
14.8%
Annualised σ of daily returns
Positive Days
55%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.93). Its worst peak-to-trough drop over the full history was 18.1% (modest drawdowns) between 2024-09-26 and 2025-02-28. About 55% of trading days closed up.
YTD
+9.7%
Calendar YTD
1 Year
+8.9%
Trailing 12 mo
3 Year
+19.7%
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 436 windows
- Best window CAGR
- +29.74%
- Median CAGR
- +22.70%
- Avg CAGR
- +22.76%
- Worst window CAGR
- +16.97%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Multi Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Axis Multicap Fund (this fund)
Axis Mutual Fund
|
+8.9% | +19.7% | — | — |
|
HSBC Multi Cap Fund
HSBC Mutual Fund
|
+7.2% | +18.6% | — | — |
|
LIC MF Multi Cap Fund
LIC Mutual Fund
|
+8.5% | +18.5% | — | — |
|
Bank Of India Multi Cap Fund
Bank of India Mutual Fund
|
+10.8% | +17.9% | — | — |
|
Mahindra Manulife Multi Cap Fund
Mahindra Manulife Mutual Fund
|
+11.9% | +17.7% | +16.5% | — |
|
ITI Multi Cap Fund
ITI Mutual Fund
|
+11.4% | +17.3% | +14.6% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.