Axis Flexi Cap Fund Direct Growth

Scheme code: INF846K01B28 NAV value: ₹ 26.9800 NAV date: 19 March, 2026 TER: 0.69%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-14.89	70.93	11.25	15.99	12.89
3 year	8.18	27.96	15.58	16.12	15.13
5 year	9.92	22.14	15.91	15.82	15.94
7 year	13.14	17.13	15.01	15.12	14.64

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.99
3 year	6.28	30.95	15.04	16.12
5 year	8.38	26.02	14.22	15.82
7 year	10.18	15.62	12.93	15.12
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.99
3 year	6.56	19.64	13.57	16.12
5 year	9.22	12.29	10.75	15.82

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.99
3 year	7.68	21.49	15.06	16.12
5 year	10.37	13.5	11.93	15.82

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	15.99
3 year	8.04	32.03	17.81	16.12
5 year	8.18	28.64	15.34	15.82
7 year	10.64	16.42	13.77	15.12
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,701 - Absolute Returns: ₹76,701 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,64,110 - Absolute Returns: ₹9,64,110 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,36,928 - Absolute Returns: ₹26,36,928 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,45,05,254 - Absolute Returns: ₹61,05,254 - CAGR: %

Drawdown Metrics

Max Drawdown

-29.87 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.54 %

Calmar Ratio by Duration

1 Y

0.5353

3 Y

0.5397

5 Y

0.5296

7 Y

0.5062

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.38	0.99	100.0	96.1	6.39 %	4.00 %
3 years	4.12	0.95	95.2	88.8	15.17 %	11.28 %
5 years	0.99	0.93	91.5	89.3	10.24 %	9.44 %
7 years	3.00	0.86	88.5	84.7	13.14 %	10.74 %
10 years	2.32	0.85	87.0	82.9	10.48 %	8.45 %
12 years	1.74	0.85	87.0	82.9	8.66 %	7.00 %
15 years	1.17	0.85	87.0	82.9	6.87 %	5.56 %