MonitorDirect · Growth
Axis Flexi Cap Fund
Axis Mutual FundEquity Schemes - Flexi Cap Fund8.8 years
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.
- NAV
- 30.90
- 15 Sept 2026
- 1Y
- +2.7%
- Trailing CAGR
- Upside capture
- +95%
- Vs NIFTY 500 TRI
- Downside capture
- +84%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.7%
- 3Y+12.8%
- 5Y+8.5%
- 10Yn/a
- SI+13.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.3%
- 3Y+8.8%
- 5Y+11.1%
- 10Yn/a
- Since inception
- +13.7%
- Calendar-day CAGR
- Excess 1Y
- -0.2%
- Category median, same plan and option
- 3Y win rate
- +25%
- Windows beating the median
- 3Y percentile
- 45
- Vs comparable share classes
- Worst rolling 3Y
- +8.2%
- 1440 daily-ending windows
- Median rolling 3Y
- +15.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 947 daily-ending windows
- SIP 3Y XIRR
- +8.8%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +5.0%
- Fund minus TRI
- 3Y excess
- +3.4%
- Fund minus TRI
- Upside capture
- +95%
- Benchmark-up months
- Downside capture
- +84%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 96 recovered episodes
- Longest recovery
- 530 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
12 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-29.9%
14 Oct 2021 – 29 Nov 2023
Trough 17 Jun 2022 · recovered in 530 days
-22.8%
26 Sept 2024 – 30 Jun 2026
Trough 28 Feb 2025 · recovered in 487 days
-18.8%
28 Aug 2018 – 20 May 2019
Trough 23 Oct 2018 · recovered in 209 days
-15.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
46
Vs category
49
Consistency
34
Risk-adjusted
54
Drawdown
25
Mean
42
Portfolio
31 Aug 2026 · 69 holdings · top 10 are 43.5%.
- Top 5
- 28.2%
- Top 10
- 43.5%
- Largest holding
- 7.8%
- Effective holdings
- 33.2
ICICI Bank Ltd
Financial
7.8%
Others CBLO
Unspecified
7.6%
Zomato Ltd
Technology
4.4%
Bajaj Finance Ltd
Financial
4.3%
Apar Industries Ltd
Diversified
4.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE Flexicap Fund
360 ONE Mutual Fund
- 1Y
- +6.6%
- 3Y
- +16.2%
- Vol
- 14.9%
- Max DD
- -18.1%
- Sharpe
- 0.83
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Flexi Cap fund
ICICI Prudential Mutual Fund
- 1Y
- +5.3%
- 3Y
- +15.6%
- Vol
- 13.5%
- Max DD
- -19.7%
- Sharpe
- 0.80
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Invesco India Flexi Cap Fund
Invesco Mutual Fund
- 1Y
- -0.3%
- 3Y
- +16.7%
- Vol
- 14.4%
- Max DD
- -19.4%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
WhiteOak Capital Flexi Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- +2.6%
- 3Y
- +13.7%
- Vol
- 12.8%
- Max DD
- -15.6%
- Sharpe
- 0.87
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Flexi Cap Fund
Mahindra Manulife Mutual Fund
- 1Y
- -3.8%
- 3Y
- +8.9%
- Vol
- 13.8%
- Max DD
- -17.2%
- Sharpe
- 0.46
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns