Axis Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
12,650 cr
TER direct / regular
0.91% / 1.84%
Active return /yr (full)
-0.3%
Score
38
Rank (Score, pool)
#215 of 245
Percentile (full, pool)
22
IR vs benchmark
-0.04
CAGR (absolute)
13.2%
Max drawdown
-19.0%
Months of data
105
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-0.6%
0.2%
-0.06
38
6.3%
21.6%
21.0%
12
FY23
-6.8%
-9.7%
-1.25
4
5.7%
-1.6%
-8.4%
12
FY24
-5.0%
-6.4%
-0.91
18
4.2%
40.1%
35.1%
12
FY25
4.1%
1.5%
0.99
68
4.1%
5.9%
10.0%
12
FY26
0.2%
-0.5%
0.04
46
3.8%
-3.1%
-2.9%
12
FY27*
7.1%
5.2%
2.31
74
6.3%
15.1%
22.2%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-2.2
-1.1
+0.7
-2.7
2020
+0.9
+4.6
+5.9
-5.6
-1.6
-2.2
-2.2
-1.4
+0.3
+1.1
+0.0
+0.9
+0.3
2021
-3.3
-1.3
+0.1
-0.1
-1.2
+1.5
+1.7
+2.1
-1.9
+1.2
+1.0
-0.3
-0.6
2022
-3.9
+1.1
-1.7
-3.3
-0.4
-0.5
+1.1
-0.9
+1.6
-2.2
-2.6
+0.1
-11.2
2023
-0.8
+2.0
-1.1
-0.7
+1.0
+0.2
-2.1
-0.0
-1.1
+0.5
-0.9
-1.3
-4.3
2024
-1.9
+0.7
+1.8
+0.2
+0.6
+0.4
-0.8
+0.8
+1.5
+0.5
+1.3
+1.8
+6.8
2025
-2.5
-0.6
+1.1
-0.4
+0.7
+0.4
+1.4
-0.3
-0.1
-1.2
-1.0
-1.9
-4.6
2026
+0.9
+1.7
+0.1
-0.5
+0.9
+3.8
-0.4
+2.2
+9.1
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2017
+1.9
+1.9
2018
+0.2
-1.4
+0.3
+7.0
+1.5
-0.2
+6.2
+1.2
-8.6
-3.8
+6.3
+0.8
+8.8
2019
-1.1
+0.2
+5.6
+1.6
+3.6
+0.2
-3.1
+1.0
+7.1
+1.6
+0.2
+1.3
+19.0
2020
+0.7
-1.6
-17.7
+8.5
-3.9
+6.1
+4.5
+2.2
+0.1
+3.8
+11.8
+8.3
+21.1
2021
-5.2
+6.5
+1.1
+0.3
+5.8
+3.5
+3.2
+8.6
+1.5
+1.5
-1.9
+2.1
+29.9
2022
-4.4
-2.8
+2.4
-4.1
-4.6
-5.6
+10.8
+3.7
-1.6
+1.8
+0.8
-3.1
-7.6
2023
-4.1
-0.8
-0.9
+3.9
+4.8
+4.5
+1.8
-0.7
+1.1
-2.3
+6.2
+6.7
+21.4
2024
+0.0
+2.3
+2.6
+3.7
+1.3
+7.3
+3.5
+1.8
+3.6
-5.9
+1.3
+0.4
+23.5
2025
-6.0
-8.4
+8.4
+2.8
+4.3
+4.1
-1.4
-2.2
+1.1
+3.1
-0.1
-2.2
+2.4
2026
-2.4
+2.2
-11.2
+10.0
+0.9
+5.5
+1.8
+2.5
+8.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard