Should I invest in Axis Flexi Cap Fund?

We don't give personal investment advice. Axis Flexi Cap Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.8%. 5-year CAGR: 10.31%.

Axis

Axis Flexi Cap Fund - Direct Plan - Growth

Latest NAV

₹28.7200

As of

3 Jun 2026

2,105 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.39%	+0.11%	+0.28	19 / 104	Q1
1W	-1.61%	-0.67%	-0.94	75 / 103	Q3
2W	+0.46%	+0.04%	+0.41	34 / 102	Q2
1M	-0.66%	+0.32%	-0.97	59 / 101	Q3
3M	-1.21%	+3.68%	-4.88	74 / 100	Q3
6M	-4.34%	+6.18%	-10.52	72 / 99	Q3
YTD	-2.98%	+2.47%	-5.45	65 / 99	Q3
1Y	-0.59%	+17.47%	-18.06	71 / 89	Q4
2Y	+4.13%	+10.45%	-6.32	62 / 84	Q3
3Y	+13.29%	+13.44%	-0.15	41 / 74	Q3
4Y	+12.44%	+14.31%	-1.87	25 / 38	Q3
5Y	+10.31%	+14.05%	-3.74	27 / 32	Q4
7Y	+12.95%	+14.35%	-1.40	16 / 23	Q3
10Y	—	—	—	—	—
Inception	+13.13%	+11.11%	+2.02	46 / 104	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.98%	-4.10%	+1.12	15 / 44
2025	+1.94%	+3.69%	-1.75	28 / 39
2024	+23.59%	+20.93%	+2.66	14 / 40
2023	+21.20%	+29.96%	-8.77	32 / 34
2022	-7.61%	+1.56%	-9.17	33 / 34
2021	+29.53%	+25.89%	+3.64	25 / 52
2020	+21.17%	+15.92%	+5.25	14 / 58
2019	+18.83%	+7.18%	+11.65	1 / 69
2018	+9.38%	-5.07%	+14.45	1 / 34
2017	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.37%

92 windows

min -12.9% · max 66.7%

83% positive

3-Year rolling

+15.84%

68 windows

min 9.1% · max 27.8%

100% positive

5-Year rolling

+15.38%

44 windows

min 10.3% · max 20.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+14.78%

19 windows

min 12.5% · max 16.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.01%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.75

Downside-only deviation

Max drawdown

-18.81%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,115.5350	3 Jun 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.0211	3 Jun 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹117.4238	2 Jun 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹19.8000	3 Jun 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹19.0200	3 Jun 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹222.6510	3 Jun 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹118.9418	3 Jun 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,064.0200	3 Jun 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹63.2311	3 Jun 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,722.7007	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.7200
2 Jun 2026	₹28.6600
1 Jun 2026	₹28.5500
31 May 2026	₹28.9400
29 May 2026	₹28.9400
27 May 2026	₹29.3400
26 May 2026	₹29.1300
25 May 2026	₹29.1900
22 May 2026	₹28.9000
21 May 2026	₹28.8200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Flexi Cap Fund - Direct Plan - Growth is ₹28.7200. It's a Flexi Cap Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Flexi Cap Fund - Direct Plan - Growth has NAV history starting from 24 Nov 2017, a track record of about 8 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Flexi Cap Fund - Direct Plan - Growth is managed by Axis. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Flexi Cap Fund - Direct Plan - Growth has delivered a absolute return of -0.59% — -18.06 pp behind the Flexi Cap Fund category average of 17.47%. The fund ranks #71 of 89 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Flexi Cap Fund - Direct Plan - Growth has delivered a CAGR of 13.29% — -0.15 pp behind the Flexi Cap Fund category average of 13.44%. The fund ranks #41 of 74 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Flexi Cap Fund - Direct Plan - Growth has delivered a CAGR of 10.31% — -3.74 pp behind the Flexi Cap Fund category average of 14.05%. The fund ranks #27 of 32 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Flexi Cap Fund - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹163,305 today — a multiplier of 1.63×, based on the 5-year CAGR of 10.31%. The category average over the same window would have grown ₹1 lakh to ₹192,952.

A ₹10,000 monthly SIP in Axis Flexi Cap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹757,439 today. That's an XIRR (money-weighted annualised return) of 9.25%.

Axis Flexi Cap Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,281,758 — XIRR 11.86%.

On a 5-year basis, Axis Flexi Cap Fund - Direct Plan - Growth ranks #27 out of 32 funds in the Flexi Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 14.05%; this fund delivered 10.31%.

The worst peak-to-trough decline Axis Flexi Cap Fund - Direct Plan - Growth has experienced over the last 5-year window is 22.77% — its NAV fell from a high on 14 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Flexi Cap Fund - Direct Plan - Growth averaged 15.38% (best 20.01%, worst 10.31%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, Axis Flexi Cap Fund - Direct Plan - Growth returned 1.94% — lagging the Flexi Cap Fund category average of 3.69% by 1.75 pp. It ranked #28 of 39 in its category that year.

Axis Flexi Cap Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis Flexi Cap Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.8%. 5-year CAGR: 10.31%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Flexi Cap Fund - Direct Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Flexi Cap Fund

Recent NAVs

Frequently asked questions

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