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: 11.05%.

Axis

Axis Flexi Cap Fund - Direct Plan - Growth

Latest NAV

₹30.7200

As of

17 Jul 2026

2,136 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.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.13%	+0.10%	+0.03	35 / 104	Q2
1W	-0.13%	-0.02%	-0.11	66 / 103	Q3
2W	+0.00%	+0.10%	-0.10	65 / 102	Q3
1M	+2.26%	+1.52%	+0.75	37 / 101	Q2
3M	+5.97%	+5.34%	+0.63	34 / 100	Q2
6M	+5.53%	+9.00%	-3.47	47 / 99	Q2
YTD	+3.99%	+4.61%	-0.61	35 / 99	Q2
1Y	+3.23%	+18.02%	-14.80	61 / 90	Q3
2Y	+4.63%	+9.96%	-5.33	55 / 84	Q3
3Y	+13.61%	+13.26%	+0.34	37 / 76	Q2
4Y	+14.39%	+15.27%	-0.87	25 / 41	Q3
5Y	+11.05%	+14.07%	-3.02	28 / 34	Q4
7Y	+14.58%	+15.95%	-1.37	16 / 23	Q3
10Y	—	—	—	—	—
Inception	+13.84%	+11.59%	+2.25	41 / 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	+3.99%	+0.72%	+3.28	8 / 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

+15.51%

94 windows

min -10.4% · max 59.1%

85% positive

3-Year rolling

+16.27%

69 windows

min 9.8% · max 26.6%

100% positive

5-Year rolling

+15.40%

45 windows

min 10.5% · max 21.2%

100% positive

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

7-Year rolling

+14.89%

21 windows

min 13.0% · max 16.9%

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

14.07%

3-year · annualised

Sharpe ratio

0.52

vs risk-free 6.5%

Sortino ratio

0.88

Downside-only deviation

Max drawdown

-18.81%

Sep 2024 → Feb 2025

% positive months

58.3%

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	₹2,248.7410	17 Jul 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.9459	17 Jul 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹121.4251	17 Jul 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹21.1200	17 Jul 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹20.6200	17 Jul 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹232.8250	17 Jul 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹122.1976	17 Jul 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,165.0600	17 Jul 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹67.6885	17 Jul 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,808.6718	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹30.7200
16 Jul 2026	₹30.6800
15 Jul 2026	₹30.7400
14 Jul 2026	₹30.5100
13 Jul 2026	₹30.7100
10 Jul 2026	₹30.7600
9 Jul 2026	₹30.4400
8 Jul 2026	₹30.1400
7 Jul 2026	₹30.7400
6 Jul 2026	₹30.9000

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 17 Jul 2026, the NAV of Axis Flexi Cap Fund - Direct Plan - Growth is ₹30.7200. 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 7 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 3.23% — -14.8 pp behind the Flexi Cap Fund category average of 18.02%. The fund ranks #61 of 90 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Flexi Cap Fund - Direct Plan - Growth has delivered a CAGR of 13.61% — +0.34 pp ahead of the Flexi Cap Fund category average of 13.26%. The fund ranks #37 of 76 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Flexi Cap Fund - Direct Plan - Growth has delivered a CAGR of 11.05% — -3.02 pp behind the Flexi Cap Fund category average of 14.07%. The fund ranks #28 of 34 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 ₹168,884 today — a multiplier of 1.69×, based on the 5-year CAGR of 11.05%. The category average over the same window would have grown ₹1 lakh to ₹193,154.

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 ₹800,660 today. That's an XIRR (money-weighted annualised return) of 11.48%.

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 ₹1,352,670 — XIRR 13.37%.

On a 5-year basis, Axis Flexi Cap Fund - Direct Plan - Growth ranks #28 out of 34 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 14.07%; this fund delivered 11.05%.

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 15.40% (best 21.19%, worst 10.52%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — 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: 11.05%.

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

More from Axis