Should I invest in Axis Flexi Cap fund?

We don't give personal investment advice. Axis Flexi Cap fund - Direct Plan - IDCW 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: 31.3%. 5-year CAGR: 4.88%.

Axis

Axis Flexi Cap fund - Direct Plan - IDCW

Latest NAV

₹19.0100

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

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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	+0.11%	-0.75%	+0.86	36 / 105	Q2
1W	-0.11%	-1.14%	+1.03	61 / 104	Q3
2W	+0.00%	-1.11%	+1.11	57 / 104	Q3
1M	+2.26%	-0.05%	+2.31	29 / 104	Q2
3M	+5.96%	+3.22%	+2.74	30 / 103	Q2
6M	+0.11%	+4.88%	-4.77	61 / 100	Q3
YTD	-1.35%	+0.89%	-2.24	61 / 98	Q3
1Y	-2.06%	+10.06%	-12.12	65 / 88	Q3
2Y	-1.01%	+5.19%	-6.20	59 / 82	Q3
3Y	+9.50%	+9.89%	-0.40	42 / 73	Q3
4Y	+8.69%	+10.57%	-1.87	31 / 43	Q3
5Y	+4.88%	+9.11%	-4.23	31 / 36	Q4
7Y	+6.99%	+12.20%	-5.21	25 / 27	Q4
10Y	—	—	—	—	—
Inception	+7.70%	+8.47%	-0.78	58 / 105	Q3

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	-1.35%	-1.68%	+0.33	24 / 46
2025	-3.81%	+1.97%	-5.77	38 / 43
2024	+23.63%	+18.83%	+4.80	12 / 42
2023	+10.29%	+26.32%	-16.03	36 / 36
2022	-14.86%	-2.27%	-12.59	33 / 36
2021	+18.35%	+23.11%	-4.76	36 / 50
2020	+9.18%	+11.58%	-2.40	33 / 56
2019	+18.83%	+5.80%	+13.03	1 / 68
2018	+9.49%	-11.53%	+21.02	1 / 33
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

+9.28%

94 windows

min -18.8% · max 45.3%

63% positive

3-Year rolling

+8.80%

69 windows

min 1.6% · max 18.7%

100% positive

5-Year rolling

+7.79%

45 windows

min 2.5% · max 13.6%

100% positive

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

7-Year rolling

+8.08%

21 windows

min 5.6% · max 10.2%

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

14.45%

3-year · annualised

Sharpe ratio

0.25

vs risk-free 6.5%

Sortino ratio

0.39

Downside-only deviation

Max drawdown

-23.52%

Sep 2024 → Mar 2026

% positive months

55.6%

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 - IDCW Option - Direct Plan	HDFC	₹90.9250	17 Jul 2026
Nippon India Flexi Cap Fund - Direct Plan - IDCW Option	Nippon India	₹17.9459	17 Jul 2026
SBI Flexicap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹60.6918	17 Jul 2026
ICICI Prudential Flexicap Fund - Direct Plan - IDCW	ICICI Prudential	₹17.8600	17 Jul 2026
Invesco India Flexi Cap Fund - Direct Plan - IDCW	Invesco	₹18.4500	17 Jul 2026
BANDHAN Flexi Cap Fund-Direct Plan-IDCW	Bandhan	₹51.9180	17 Jul 2026
quant Flexi Cap Fund - IDCW Option - Direct Plan	Quant	₹83.0629	17 Jul 2026
Aditya Birla Sun Life Flexi Cap Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹235.7300	17 Jul 2026
Motilal Oswal Flexi Cap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹33.4858	17 Jul 2026
Franklin India Flexi Cap Fund - Direct - IDCW	Franklin India	₹69.9344	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.0100
16 Jul 2026	₹18.9900
15 Jul 2026	₹19.0200
14 Jul 2026	₹18.8800
13 Jul 2026	₹19.0000
10 Jul 2026	₹19.0300
9 Jul 2026	₹18.8400
8 Jul 2026	₹18.6500
7 Jul 2026	₹19.0200
6 Jul 2026	₹19.1200

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 - IDCW is ₹19.0100. It's a Flexi Cap Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Flexi Cap fund - Direct Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of -2.06% — -12.12 pp behind the Flexi Cap Fund category average of 10.06%. The fund ranks #65 of 88 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Flexi Cap fund - Direct Plan - IDCW has delivered a CAGR of 9.50% — -0.4 pp behind the Flexi Cap Fund category average of 9.89%. The fund ranks #42 of 73 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Flexi Cap fund - Direct Plan - IDCW has delivered a CAGR of 4.88% — -4.23 pp behind the Flexi Cap Fund category average of 9.11%. The fund ranks #31 of 36 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Flexi Cap fund - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹126,902 today — a multiplier of 1.27×, based on the 5-year CAGR of 4.88%. The category average over the same window would have grown ₹1 lakh to ₹154,639.

A ₹10,000 monthly SIP in Axis Flexi Cap fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹693,224 today. That's an XIRR (money-weighted annualised return) of 5.71%.

Axis Flexi Cap fund - Direct Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,062,700 — XIRR 6.61%.

On a 5-year basis, Axis Flexi Cap fund - Direct Plan - IDCW ranks #31 out of 36 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 9.11%; this fund delivered 4.88%.

The worst peak-to-trough decline Axis Flexi Cap fund - Direct Plan - IDCW has experienced over the last 5-year window is 31.35% — its NAV fell from a high on 14 Oct 2021 to a low on 28 Mar 2023. 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 - IDCW averaged 7.79% (best 13.60%, worst 2.51%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.02 — negative risk-adjusted performance.

In calendar year 2025, Axis Flexi Cap fund - Direct Plan - IDCW returned -3.81% — lagging the Flexi Cap Fund category average of 1.97% by 5.77 pp. It ranked #38 of 43 in its category that year.

Axis Flexi Cap fund - Direct Plan - IDCW 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 - IDCW 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: 31.3%. 5-year CAGR: 4.88%.

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 - IDCW

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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