Axis Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
15,696 cr
Active return /yr (full)
—
Score
46
Rank (Score, pool)
#20 of 35
Percentile (full, pool)
—
IR vs benchmark
-0.05
CAGR (absolute)
17.3%
Max drawdown
-22.9%
Months of data
94
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
—
8.0%
—
50
—
—
31.3%
12
FY23
-8.1%
-9.0%
-1.43
6
5.8%
0.3%
-7.8%
12
FY24
4.3%
5.0%
0.36
69
8.2%
45.3%
49.7%
12
FY25
1.1%
-2.2%
0.18
30
3.9%
7.1%
8.2%
12
FY26
1.7%
2.0%
0.54
65
2.7%
-1.1%
0.6%
12
FY27*
3.9%
2.3%
2.24
76
3.6%
16.2%
20.1%
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
2022
-2.6
-0.4
+1.5
-1.9
-2.6
+0.1
+1.2
-1.3
-0.6
-2.9
-2.3
+0.2
-11.1
2023
+0.3
+2.7
-1.3
+1.5
+3.7
-0.4
-3.1
+0.7
-1.5
+1.3
-0.3
-3.4
-0.0
2024
-1.6
+3.3
+2.7
-1.6
+0.8
-0.8
-0.2
+1.1
+0.6
+1.1
+0.9
+0.7
+7.1
2025
-0.8
+1.1
-2.1
-0.7
-0.0
+0.3
+1.2
+0.9
-0.3
-1.1
-0.7
-0.5
-2.8
2026
+1.1
+0.7
+0.6
-0.0
+0.5
+2.0
-0.5
+1.4
+6.0
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
2018
+2.6
-0.6
+2.0
2019
-0.2
+2.1
+3.0
+2.1
+0.5
+1.5
-0.7
-1.1
+3.9
+5.5
+0.3
+0.6
+18.8
2020
+3.5
-3.7
-19.9
+12.5
-1.1
+6.4
+4.8
+6.9
-0.8
+1.6
+12.4
+5.6
+26.7
2021
-2.7
+10.0
+1.0
+4.0
+4.2
+7.9
+3.5
+5.2
+2.6
+1.7
-0.5
+2.5
+46.7
2022
-3.5
-5.2
+5.8
-2.2
-7.0
-4.9
+11.5
+3.9
-3.2
+0.3
+0.5
-2.4
-7.6
2023
-2.7
+0.5
-1.4
+6.2
+8.1
+4.6
+1.2
+1.7
+1.0
-2.0
+7.6
+4.3
+32.5
2024
+1.1
+4.3
+3.4
+2.6
+2.2
+6.5
+4.3
+1.9
+2.6
-5.5
+1.0
+0.2
+27.0
2025
-4.7
-7.4
+5.3
+2.9
+4.3
+4.0
-1.5
-1.2
+1.0
+3.5
+0.8
-0.9
+5.2
2026
-2.1
+1.6
-10.7
+11.0
+1.3
+3.3
+1.6
+1.9
+6.7
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