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: 3.21%.

Axis

Axis Flexi Cap Fund - Regular Plan - IDCW

Latest NAV

₹16.1100

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.

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	+0.37%	+0.25%	+0.12	14 / 37	Q2
1W	-1.59%	-1.28%	-0.31	24 / 37	Q3
2W	+0.44%	+0.28%	+0.16	19 / 37	Q3
1M	-0.74%	-0.31%	-0.43	22 / 37	Q3
3M	-6.57%	-0.58%	-5.99	30 / 37	Q4
6M	-9.71%	-2.98%	-6.73	28 / 36	Q4
YTD	-8.38%	-4.71%	-3.67	28 / 36	Q4
1Y	-6.62%	+2.50%	-9.12	25 / 33	Q4
2Y	-2.49%	+2.46%	-4.95	26 / 33	Q4
3Y	+8.07%	+9.45%	-1.38	20 / 29	Q3
4Y	+6.08%	+10.44%	-4.36	14 / 17	Q4
5Y	+3.21%	+8.60%	-5.39	13 / 14	Q4
7Y	+4.38%	+9.59%	-5.21	11 / 12	Q4
10Y	—	—	—	—	—
Inception	+5.72%	+8.61%	-2.89	25 / 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	-8.38%	-6.23%	-2.15	23 / 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

+7.81%

92 windows

min -23.6% · max 50.2%

65% positive

3-Year rolling

+7.20%

68 windows

min -0.4% · max 18.2%

99% positive

5-Year rolling

+6.59%

44 windows

min 2.4% · max 11.4%

100% positive

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

7-Year rolling

+6.87%

19 windows

min 3.9% · max 9.3%

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

14.84%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

0.22

Downside-only deviation

Max drawdown

-24.68%

Sep 2024 → Mar 2026

% 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
Nippon India Flexi Cap Fund - Regular Plan - IDCW Option	Nippon India	₹15.9186	3 Jun 2026
Invesco India Flexi Cap Fund - Regular Plan - IDCW	Invesco	₹15.8400	3 Jun 2026
Motilal Oswal Flexi cap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹29.7444	3 Jun 2026
Mirae Asset Flexi Cap Fund - Regular Plan - IDCW	Mirae Asset	₹15.4630	3 Jun 2026
Parag Parikh Flexi Cap Fund - Regular Plan - IDCW	Parag Parikh	₹81.9363	2 Jun 2026
Edelweiss Flexi Cap Fund - Regular - IDCW Option	Edelweiss	₹30.6060	2 Jun 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹12.8419	3 Jun 2026
PGIM India Flexi Cap Fund - Regular Plan - Dividend Option	PGIM India	₹16.9800	3 Jun 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- IDCW	360 ONE	₹14.8502	3 Jun 2026
Abakkus Flexi Cap Fund - Regular - IDCW		₹10.2890	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.1100
2 Jun 2026	₹16.0800
1 Jun 2026	₹16.0200
31 May 2026	₹16.2300
29 May 2026	₹16.2300
27 May 2026	₹16.4600
26 May 2026	₹16.3400
25 May 2026	₹16.3800
22 May 2026	₹16.2200
21 May 2026	₹16.1700

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 - Regular Plan - IDCW is ₹16.1100. 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 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 - 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 -6.62% — -9.12 pp behind the Flexi Cap Fund category average of 2.50%. The fund ranks #25 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Flexi Cap Fund - Regular Plan - IDCW has delivered a CAGR of 8.07% — -1.38 pp behind the Flexi Cap Fund category average of 9.45%. The fund ranks #20 of 29 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 3.21% — -5.39 pp behind the Flexi Cap Fund category average of 8.60%. The fund ranks #13 of 14 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 ₹117,116 today — a multiplier of 1.17×, based on the 5-year CAGR of 3.21%. The category average over the same window would have grown ₹1 lakh to ₹151,062.

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 ₹635,863 today. That's an XIRR (money-weighted annualised return) of 2.29%.

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 ₹962,418 — XIRR 3.83%.

On a 5-year basis, Axis Flexi Cap Fund - Regular Plan - IDCW ranks #13 out of 14 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 8.60%; this fund delivered 3.21%.

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 6.59% (best 11.36%, worst 2.40%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.13 — 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: 3.21%.

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