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OmniAsset › Mutual funds › Axis Flexi Cap Fund

Axis Flexi Cap Fund

Flexi Cap fund benchmarked to NIFTY 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202628.39
CategoryFlexi Cap
PlanRegular · Growth
Launched30 Oct 2017
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year1.83%
AUM₹10,406 Cr
Growth of ₹10,000₹14,8722 Sep 2021 to 2 Sep 2026
₹15,113₹13,385₹11,658₹9,930₹8,203Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,872 (+8.3% a year) Axis Flexi Cap Fund

Performance (trailing, annualised)

1Y annualised7.26%
3Y annualised13.69%
5Y annualised8.26%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,28,91614.00%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,17,7809.90%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,92,86111.09%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202128.34%
Calendar 2022-8.71%
Calendar 202320.20%
Calendar 202422.32%
Calendar 20251.34%

Rolling returns

Rolling 1Y · average402 windows since 26 Nov 201813.77%
Rolling 1Y · median8.91%
Rolling 1Y · worst window-13.78%
Rolling 1Y · best window64.10%
Rolling 1Y · windows positive82%
Rolling 3Y · average299 windows since 24 Nov 202014.57%
Rolling 3Y · median14.20%
Rolling 3Y · worst window7.01%
Rolling 3Y · best window26.04%
Rolling 3Y · windows positive100%
Rolling 5Y · average195 windows since 30 Nov 202213.82%
Rolling 5Y · median13.79%
Rolling 5Y · worst window8.72%
Rolling 5Y · best window20.74%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.06%
Downside deviation (3Y)10.19%
Maximum drawdown-19.13%

Management

Fund managerMr. Sachin Relekar, Ms. Krishnaa N
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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