Axis Multicap Fund

Multi CapEquityVery High risk Rank 1 of 23

NAV · Direct-Growth

₹20.93+0.04+0.19%

As of 17 Aug 2026 · AMFI

NAV growth+12.3%

Aug ’25Aug ’26

Arthkar verdictStrong on the numbers

Returns

Beats category

1Y, 3Y all ahead

Cost

Average

0.62% vs NaN% peers

Volatility

Below average

15.8% vs 16.4% cat (3Y)

Consistency

Strong

positive in 4 of 5 years

Beats its Multi Cap category on 1Y & 3Y — and has been steadier than peers.

1Y return

+13.6%

+5.4 vs cat

3Y CAGR

+21.8%

+7.3 vs cat

5Y CAGR

—

AUM

₹9.9K Cr

fund size

Expense

0.62%

direct plan

Volatility 3Y

15.8%

▼ vs 16.4%

Go deeper on Axis Multicap Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Axis Multicap Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Axis Multicap Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Axis Multicap Fund is a Multi Cap scheme from Axis. The portfolio is ~96% in equities. Within equity, ~41% sits in large-cap stocks, 26% in mid-cap, and 25% in small-cap. 3-year CAGR: about 21.8%. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -18% in Feb 2025, recovered in 8 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF846K013E0

NAV (Direct-Growth)

₹20.9300

Last 1Y

+12.35%

Aug 25Min ₹16.84 · Max ₹20.96 · 251 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-18.1%

Peak ₹19.41 on 26 Sept 2024 → trough ₹15.90 on 28 Feb 2025 (5 months down).

Recovered in 8 months· 29 Oct 2025

Jun 2022

-17.4%

Peak ₹10.20 on 17 Jan 2022 → trough ₹8.43 on 20 Jun 2022 (5 months down).

Recovered in 3 months· 12 Sept 2022

Mar 2026

-13.4%

Peak ₹19.44 on 29 Oct 2025 → trough ₹16.84 on 23 Mar 2026 (5 months down).

Recovered in 3 months· 17 Jun 2026

Mar 2023

-10.2%

Peak ₹10.43 on 5 Dec 2022 → trough ₹9.37 on 28 Mar 2023 (4 months down).

Recovered in 2 months· 15 May 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.62% — typical for category.
AUM size
₹9.9K Cr.
Sector concentration
Top 3 sectors = 57.3% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.53%	+0.02%	7/ 37
1M	+4.91%	+2.82%	4/ 37
3M	+11.98%	+6.39%	4/ 37
6M	+10.45%	+5.67%	7/ 37
YTD	+9.87%	+4.35%	8/ 37
1Y	+13.63%	+8.18%	11/ 37
2Y	+8.01%	+3.69%	5/ 31
3Y	+21.81%	+14.52%	1/ 23

Portfolio composition

Asset allocation

Equity96.46%
Cash3.53%

By market cap

Large cap40.96%
Mid cap25.84%
Small cap24.62%
Others8.58%

Concentration

Holdings

117

Avg market cap

₹99.7K Cr

Top 10 stocks

24.31%

Top 5 stocks

15.32%

Top 3 sectors

57.26%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

2
HDFC Bank Ltd
—4.37%
2
HDFC Bank Ltd
—4.37%
3
ICICI Bank Ltd
—3.87%
3
ICICI Bank Ltd
—3.87%
4
State Bank of India
—2.46%
4
State Bank of India
—2.46%
5
Reliance Industries Ltd
—2.37%
5
Reliance Industries Ltd
—2.37%
6
Shriram Finance Ltd
—2.25%
6
Shriram Finance Ltd
—2.25%
7
Bharti Airtel Ltd
—1.99%
7
Bharti Airtel Ltd
—1.99%
8
Fortis Healthcare Ltd
—1.83%
8
Fortis Healthcare Ltd
—1.83%
9
Multi Commodity Exchange of India Ltd
—1.77%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio29.8126.90+2.91
P/B ratio3.963.68+0.28
Price / Sales3.743.13+0.61
Price / Cash Flow22.2219.69+2.53
Dividend yield0.66%1.01%-0.35
Return on equity (ROE)16.72%16.89%-0.17

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
15.7715.76—18.2716.3915.53
Sharpe ratio
Risk-adjusted return — higher is better.
-0.010.87—-0.150.620.60
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.011.34—-0.190.960.94
Beta
1 = moves with the market. <1 = less volatile.
0.900.92—0.960.960.96

Peers in Multi Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray