Should I invest in Axis Flexi Cap Fund?

We don't give personal investment advice. Axis Flexi Cap Fund - Regular 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: 32.0%. 5-year CAGR: 3.91%.

Axis

Axis Flexi Cap Fund - Regular Plan - IDCW

Latest NAV

₹17.2100

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	+0.12%	+0.16%	-0.05	19 / 37	Q3
1W	-0.17%	-0.15%	-0.02	20 / 37	Q3
2W	-0.06%	+0.23%	-0.28	26 / 37	Q3
1M	+2.20%	+1.77%	+0.42	13 / 37	Q2
3M	+5.71%	+3.47%	+2.25	12 / 37	Q2
6M	-0.41%	+2.25%	-2.66	20 / 36	Q3
YTD	-1.94%	-1.07%	-0.86	19 / 36	Q3
1Y	-3.10%	+3.47%	-6.57	22 / 33	Q3
2Y	-2.03%	+1.44%	-3.47	25 / 33	Q4
3Y	+8.38%	+9.22%	-0.85	21 / 31	Q3
4Y	+7.91%	+10.91%	-3.00	15 / 21	Q3
5Y	+3.91%	+8.74%	-4.84	15 / 16	Q4
7Y	+5.89%	+11.00%	-5.12	11 / 12	Q4
10Y	—	—	—	—	—
Inception	+6.47%	+9.66%	-3.20	27 / 37	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	-1.94%	-1.87%	-0.07	15 / 30
2025	-4.79%	+0.95%	-5.74	23 / 27
2024	+22.34%	+18.04%	+4.30	10 / 26
2023	+10.66%	+25.45%	-14.79	19 / 20
2022	-16.26%	-2.75%	-13.52	15 / 15
2021	+16.82%	+24.94%	-8.12	13 / 15
2020	+7.93%	+11.34%	-3.41	15 / 17
2019	+16.97%	+9.92%	+7.05	1 / 16
2018	+7.72%	-11.90%	+19.62	1 / 8
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

+8.06%

94 windows

min -19.7% · max 43.5%

60% positive

3-Year rolling

+7.64%

69 windows

min 0.2% · max 17.1%

100% positive

5-Year rolling

+6.64%

45 windows

min 1.5% · max 12.4%

100% positive

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

7-Year rolling

+6.89%

21 windows

min 4.4% · max 8.9%

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

14.43%

3-year · annualised

Sharpe ratio

0.18

vs risk-free 6.5%

Sortino ratio

0.28

Downside-only deviation

Max drawdown

-24.68%

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
Nippon India Flexi Cap Fund - Regular Plan - IDCW Option	Nippon India	₹16.7591	17 Jul 2026
Invesco India Flexi Cap Fund - Regular Plan - IDCW	Invesco	₹17.1500	17 Jul 2026
Motilal Oswal Flexi cap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹31.8092	17 Jul 2026
Mirae Asset Flexi Cap Fund - Regular Plan - IDCW	Mirae Asset	₹16.1720	17 Jul 2026
Parag Parikh Flexi Cap Fund - Regular Plan - IDCW	Parag Parikh	₹83.4000	17 Jul 2026
Edelweiss Flexi Cap Fund - Regular - IDCW Option	Edelweiss	₹31.3420	17 Jul 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹13.2964	17 Jul 2026
PGIM India Flexi Cap Fund - Regular Plan - Dividend Option	PGIM India	₹17.8700	17 Jul 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- IDCW	360 ONE	₹15.8047	17 Jul 2026
Abakkus Flexi Cap Fund - Regular - IDCW		₹11.0100	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹17.2100
16 Jul 2026	₹17.1900
15 Jul 2026	₹17.2300
14 Jul 2026	₹17.1000
13 Jul 2026	₹17.2100
10 Jul 2026	₹17.2400
9 Jul 2026	₹17.0600
8 Jul 2026	₹16.8900
7 Jul 2026	₹17.2300
6 Jul 2026	₹17.3200

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 - IDCW is ₹17.2100. It's a Flexi Cap Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Flexi Cap Fund - Regular 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -3.10% — -6.57 pp behind the Flexi Cap Fund category average of 3.47%. The fund ranks #22 of 33 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Flexi Cap Fund - Regular Plan - IDCW has delivered a CAGR of 8.38% — -0.85 pp behind the Flexi Cap Fund category average of 9.22%. The fund ranks #21 of 31 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Flexi Cap Fund - Regular Plan - IDCW has delivered a CAGR of 3.91% — -4.84 pp behind the Flexi Cap Fund category average of 8.74%. The fund ranks #15 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Flexi Cap Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹121,112 today — a multiplier of 1.21×, based on the 5-year CAGR of 3.91%. The category average over the same window would have grown ₹1 lakh to ₹152,054.

A ₹10,000 monthly SIP in Axis Flexi Cap Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹676,840 today. That's an XIRR (money-weighted annualised return) of 4.76%.

Axis Flexi Cap Fund - Regular 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 ₹1,024,598 — XIRR 5.59%.

On a 5-year basis, Axis Flexi Cap Fund - Regular Plan - IDCW ranks #15 out of 16 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 8.74%; this fund delivered 3.91%.

The worst peak-to-trough decline Axis Flexi Cap Fund - Regular Plan - IDCW has experienced over the last 5-year window is 31.97% — 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 - Regular Plan - IDCW averaged 6.64% (best 12.43%, worst 1.55%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.08 — negative risk-adjusted performance.

In calendar year 2025, Axis Flexi Cap Fund - Regular Plan - IDCW returned -4.79% — lagging the Flexi Cap Fund category average of 0.95% by 5.74 pp. It ranked #23 of 27 in its category that year.

Axis Flexi Cap Fund - Regular 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 - Regular 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: 32.0%. 5-year CAGR: 3.91%.

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 - 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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