Should I invest in Axis Flexi Cap Fund?

We don't give personal investment advice. Axis Flexi Cap Fund - Regular 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: 23.4%. 5-year CAGR: 9.86%.

Axis

Axis Flexi Cap Fund - Regular Plan - Growth

Latest NAV

₹27.5400

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.

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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%	+0.10%	+0.00	20 / 42	Q2
1W	-0.18%	-0.15%	-0.03	29 / 42	Q3
2W	-0.07%	+0.31%	-0.39	34 / 42	Q4
1M	+2.15%	+2.17%	-0.02	21 / 42	Q2
3M	+5.68%	+5.01%	+0.67	16 / 42	Q2
6M	+4.99%	+6.46%	-1.46	20 / 41	Q2
YTD	+3.42%	+2.47%	+0.94	16 / 41	Q2
1Y	+2.15%	+13.53%	-11.38	21 / 39	Q3
2Y	+3.56%	+6.37%	-2.81	17 / 37	Q2
3Y	+12.47%	+11.98%	+0.48	18 / 35	Q3
4Y	+13.22%	+14.76%	-1.54	13 / 21	Q3
5Y	+9.86%	+12.19%	-2.33	11 / 16	Q3
7Y	+13.25%	+13.26%	-0.02	6 / 10	Q3
10Y	—	—	—	—	—
Inception	+12.41%	+11.38%	+1.04	20 / 42	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	+3.42%	-0.08%	+3.49	7 / 29
2025	+0.91%	+1.29%	-0.38	15 / 25
2024	+22.37%	+19.24%	+3.14	11 / 26
2023	+19.94%	+29.13%	-9.19	19 / 20
2022	-8.71%	-2.30%	-6.41	14 / 15
2021	+27.92%	+26.78%	+1.14	9 / 19
2020	+19.39%	+17.92%	+1.46	8 / 21
2019	+16.97%	+9.49%	+7.49	1 / 21
2018	+7.72%	-8.20%	+15.92	1 / 11
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

+14.08%

94 windows

min -11.5% · max 57.1%

79% positive

3-Year rolling

+14.86%

69 windows

min 8.6% · max 24.8%

100% positive

5-Year rolling

+13.99%

45 windows

min 9.3% · max 19.8%

100% positive

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

7-Year rolling

+13.48%

21 windows

min 11.7% · max 15.5%

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

14.08%

3-year · annualised

Sharpe ratio

0.44

vs risk-free 6.5%

Sortino ratio

0.74

Downside-only deviation

Max drawdown

-19.13%

Sep 2024 → Feb 2025

% 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
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option	Nippon India	₹16.7591	17 Jul 2026
Invesco India Flexi Cap Fund - Regular Plan - Growth	Invesco	₹19.2900	17 Jul 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹60.5628	17 Jul 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹16.1660	17 Jul 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹83.4002	17 Jul 2026
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Edelweiss	₹38.7870	17 Jul 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹59.0200	17 Jul 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.9256	17 Jul 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹36.5500	17 Jul 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH	360 ONE	₹15.8047	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹27.5400
16 Jul 2026	₹27.5100
15 Jul 2026	₹27.5700
14 Jul 2026	₹27.3600
13 Jul 2026	₹27.5400
10 Jul 2026	₹27.5900
9 Jul 2026	₹27.3000
8 Jul 2026	₹27.0300
7 Jul 2026	₹27.5700
6 Jul 2026	₹27.7200

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 - Regular Plan - Growth is ₹27.5400. It's a Flexi Cap Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Flexi Cap Fund - Regular 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of 2.15% — -11.38 pp behind the Flexi Cap Fund category average of 13.53%. The fund ranks #21 of 39 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Flexi Cap Fund - Regular Plan - Growth has delivered a CAGR of 12.47% — +0.48 pp ahead of the Flexi Cap Fund category average of 11.98%. The fund ranks #18 of 35 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Flexi Cap Fund - Regular Plan - Growth has delivered a CAGR of 9.86% — -2.33 pp behind the Flexi Cap Fund category average of 12.19%. The fund ranks #11 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Flexi Cap Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹160,023 today — a multiplier of 1.60×, based on the 5-year CAGR of 9.86%. The category average over the same window would have grown ₹1 lakh to ₹177,713.

A ₹10,000 monthly SIP in Axis Flexi Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹777,988 today. That's an XIRR (money-weighted annualised return) of 10.33%.

Axis Flexi Cap Fund - Regular 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 ₹1,293,287 — XIRR 12.11%.

On a 5-year basis, Axis Flexi Cap Fund - Regular Plan - Growth ranks #11 out of 16 funds in the Flexi Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.19%; this fund delivered 9.86%.

The worst peak-to-trough decline Axis Flexi Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 23.44% — 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 - Regular Plan - Growth averaged 13.99% (best 19.78%, worst 9.31%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.26 — weak risk-adjusted performance.

In calendar year 2025, Axis Flexi Cap Fund - Regular Plan - Growth returned 0.91% — lagging the Flexi Cap Fund category average of 1.29% by 0.38 pp. It ranked #15 of 25 in its category that year.

Axis Flexi Cap Fund - Regular 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 - Regular 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: 23.4%. 5-year CAGR: 9.86%.

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

Axis Flexi Cap Fund - Regular 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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