Axis Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
10,765 cr
TER direct / regular
1.11% / 1.93%
Active return /yr (full)
-4.4%
Score
19
Rank (Score, pool)
#244 of 245
Percentile (full, pool)
3
IR vs benchmark
-0.61
CAGR (absolute)
9.1%
Max drawdown
-25.4%
Months of data
163
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
-5.2%
-4.5%
-0.55
19
7.6%
21.6%
16.3%
12
FY23
-12.8%
-15.8%
-1.99
0
6.7%
-1.6%
-14.5%
12
FY24
-4.2%
-5.6%
-0.39
29
7.7%
40.1%
35.9%
12
FY25
-1.0%
-3.6%
-0.22
19
4.6%
5.9%
4.9%
12
FY26
-4.1%
-4.8%
-1.52
7
2.9%
-3.1%
-7.2%
12
FY27*
6.4%
4.5%
2.07
72
6.3%
15.1%
21.5%
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
+0.2
-1.1
+0.3
-0.6
2020
+2.5
+3.3
+0.4
-2.9
-1.5
-0.1
-1.4
-0.6
+0.4
+1.4
+1.9
+0.6
+3.9
2021
-3.4
-1.4
-0.9
+1.3
-1.5
+0.7
+0.7
+3.2
-0.7
-0.2
+0.1
-1.9
-4.0
2022
-5.2
+1.7
-2.4
-2.0
-1.8
-2.0
+2.6
-1.2
-1.2
-2.8
-2.6
-0.9
-16.6
2023
-3.0
+3.0
-1.5
+0.8
+1.7
-0.5
-2.4
-2.0
-0.4
+0.2
-0.5
-2.1
-6.6
2024
-3.0
-0.1
+5.3
-2.4
-1.7
-0.6
-0.6
+1.3
+1.7
-0.4
+0.3
+0.7
+0.1
2025
-1.2
+1.8
+0.2
+0.1
-0.7
+0.2
+0.5
+0.0
-0.7
-0.9
-0.9
-2.4
-4.0
2026
-0.3
+0.0
+0.6
-1.2
-0.3
+3.4
+1.9
+1.5
+5.9
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
2013
-5.7
-0.6
+4.9
+1.3
-2.8
-3.4
-4.5
+5.3
+8.5
-0.8
+1.1
+2.2
2014
-4.5
+4.5
+4.2
+0.9
+7.9
+6.7
+0.7
+3.7
+1.0
+4.0
+6.3
-0.3
+40.4
2015
+6.2
+1.5
-1.2
-5.4
+5.7
+1.2
+2.1
-5.8
-0.2
+1.0
-1.0
+1.6
+5.4
2016
-5.3
-9.2
+12.3
+2.4
+3.7
+2.6
+5.7
+2.9
-0.8
+2.3
-7.0
-2.1
+5.8
2017
+5.3
+5.3
+4.2
+5.4
+1.4
+1.6
+6.0
+0.7
+0.2
+2.6
+1.8
+4.9
+46.9
2018
-0.0
-3.6
-1.8
+9.9
+0.6
-1.2
+6.8
+1.8
-10.2
-5.6
+5.4
+1.4
+1.8
2019
-5.9
+2.3
+5.4
+2.1
+3.8
-0.1
-4.4
+0.8
+6.8
+4.0
+0.2
+0.9
+16.2
2020
+2.3
-2.9
-23.2
+11.2
-3.7
+8.1
+5.3
+3.0
+0.2
+4.0
+13.7
+8.0
+22.5
2021
-5.3
+6.4
+0.2
+1.7
+5.5
+2.7
+2.3
+9.7
+2.8
+0.1
-2.7
+0.4
+25.4
2022
-5.7
-2.3
+1.7
-2.7
-6.1
-7.1
+12.3
+3.5
-4.5
+1.3
+0.8
-4.1
-13.6
2023
-6.3
+0.2
-1.3
+5.4
+5.4
+3.8
+1.6
-2.7
+1.8
-2.6
+6.6
+5.9
+18.4
2024
-1.1
+1.4
+6.1
+1.1
-1.0
+6.3
+3.7
+2.3
+3.8
-6.7
+0.3
-0.7
+15.9
2025
-4.7
-6.0
+7.5
+3.3
+3.0
+4.0
-2.3
-1.8
+0.5
+3.5
+0.0
-2.7
+3.4
2026
-3.6
+0.5
-10.8
+9.3
-0.3
+5.1
+4.1
+1.8
+5.0
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