Axis Mutual Fund · Equity · mandate: ≥25% each in large-, mid- and small-caps · benchmark: NIFTY 500 Multicap 50:25:25 TRI (TRI proxy)
AUM (all plans)
9,775 cr
TER direct / regular
1.10% / 1.99%
Active return /yr (full)
—
Score
51
Rank (Score, pool)
#14 of 36
Percentile (full, pool)
—
IR vs benchmark
—
CAGR (absolute)
17.1%
Max drawdown
-17.3%
Months of data
56
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%
—
50
—
—
-2.1%
3
FY23
—
-4.5%
—
50
—
—
-2.1%
12
FY24
—
7.6%
—
50
—
—
53.4%
12
FY25
—
6.4%
—
50
—
—
14.9%
12
FY26
1.7%
-0.3%
0.55
47
2.9%
-2.5%
-0.8%
12
FY27*
7.3%
3.0%
2.62
73
5.5%
17.6%
24.9%
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
2024
+1.1
+0.4
+0.5
+3.4
+1.6
+0.6
+1.8
+2.1
+12.1
2025
-1.9
+0.8
-0.7
-1.5
+0.4
-0.2
+1.5
+0.8
+0.1
-0.7
-0.2
-0.7
-2.3
2026
+0.8
+1.0
+0.2
-1.1
+1.2
+1.8
+0.9
+3.3
+8.3
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
2022
-2.7
-2.6
+3.2
-3.8
-3.7
-4.6
+10.7
+3.5
-1.1
+2.4
+1.9
-2.5
-0.2
2023
-2.1
-0.9
-1.0
+4.7
+5.8
+5.2
+3.6
+2.7
+1.7
-1.4
+8.7
+6.7
+38.3
2024
+2.7
+3.2
+0.4
+3.9
+2.9
+8.7
+4.7
+3.3
+3.4
-5.9
+1.5
+1.3
+33.8
2025
-6.9
-8.1
+6.9
+1.5
+5.4
+4.0
-1.5
-1.5
+1.3
+3.6
-0.1
-1.0
+2.4
2026
-2.9
+1.6
-10.3
+10.9
+1.8
+3.4
+2.8
+4.1
+10.5
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