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Axis Multicap Fund - Regular Plan - Growth is an equity scheme managed by Axis Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 21.67%, with the bottom and top quartiles at 20.09% and 22.60% respectively. It has ranked in the top half of its category for 2 of the last 4 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.29% on assets of ₹9,727Cr. The fund is currently managed by Mr. Nitin Arora, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Shriram Finance Limited | Financial Services | 2.39% |
| Multi Commodity Exchange of India Ltd | Financial Services | 2.20% |
| Bajaj Finance Limited | Financial Services | 1.15% |
| Varun Beverages Ltd | Consumer Defensive | 1.12% |
| Kotak Mahindra Bank Limited | Financial Services | 0.94% |
| Sai Life Sciences Limited | Healthcare | 0.90% |
| Jyoti CNC Automation Ltd | Industrials | 0.76% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 0.71% |
| Coforge Limited | Technology | 0.61% |
| Hyundai Motor India Ltd | Consumer Cyclical | 0.61% |
| Tenneco Clean Air India Limited | Consumer Cyclical | 0.51% |
| Persistent Systems Ltd | Technology | 0.43% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 0.41% |
| ITC Hotels Ltd. | Consumer Cyclical | 0.34% |
| Sapphire Foods India Limited | Consumer Cyclical | 0.29% |
| Indian Bank | Financial Services | 0.12% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 2 | 19.15% |
| Auto Components | 1 | 7.74% |
| Electrical Equipment | 6 | 6.88% |
| Pharmaceuticals & Biotechnology | 2 | 6.61% |
| IT - Software | 2 | 5.34% |
| Finance | 2 | 4.92% |
| Capital Markets | 1 | 3.86% |
| Automobiles | 1 | 3.67% |
| Healthcare Services | 1 | 3.64% |
| Retailing | 5 | 3.19% |
| Consumer Durables | 6 | 3.05% |
| Industrial Products | 4 | 2.95% |
| Telecom - Services | 2 | 2.67% |
| Construction | 1 | 2.03% |
| Chemicals & Petrochemicals | 3 | 1.93% |
| Petroleum Products | 1 | 1.93% |
| Transport Services | 2 | 1.65% |
| Commercial Services & Supplies | 4 | 1.65% |
| Beverages | 1 | 1.54% |
| Industrial Manufacturing | 1 | 1.43% |
| Power | 1 | 1.33% |
| Cement & Cement Products | 2 | 1.24% |
| Aerospace & Defense | 1 | 1.16% |
| Leisure Services | 2 | 0.98% |
| Non - Ferrous Metals | 1 | 0.94% |
| Financial Technology (Fintech) | 1 | 0.84% |
| Realty | 2 | 0.84% |
| Household Products | 1 | 0.61% |
| Food Products | 1 | 0.59% |
| Ferrous Metals | 1 | 0.57% |
| Agricultural Food & other Products | 1 | 0.55% |
| IT - Services | 1 | 0.43% |
| Fertilizers & Agrochemicals | 1 | 0.38% |
| Diversified FMCG | 1 | 0.38% |
| Textiles & Apparels | 1 | 0.37% |
| Agricultural, Commercial & Construction Vehicles | 1 | 0.17% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -5.30% | 4.18% | 15.54% | 39.36% | 57.60% | 89.1% |
| 3Y | 15.43% | 20.09% | 21.67% | 22.60% | 28.09% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 11.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Kotak Multicap Fund-Regular Plan-Growth | Kotak Mahindra Mutual Fund | ₹25,769 Cr | 1.60% | +19.91% | — | 5★ |
| HSBC Multi Cap Fund - Regular - Growth | HSBC Mutual Fund | ₹5,500 Cr | 2.22% | +19.65% | — | 5★ |
| Bank of India Multi Cap Fund Regular Plan - Growth | Bank of India Mutual Fund | ₹1,074 Cr | 2.24% | +19.56% | — | 5★ |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹6,439 Cr | 2.91% | +18.63% | +16.06% | 4★ |
| ITI Multi Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹1,365 Cr | 2.44% | +18.16% | +11.67% | 4★ |
| LIC MF Multi Cap Fund-Regular Plan-Growth | LIC Mutual Fund | ₹1,849 Cr | 3.13% | +17.76% | — | 4★ |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹3,219 Cr | 1.96% | +15.88% | +15.02% | 4★ |
| Union Multicap Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹1,329 Cr | 2.75% | +15.68% | — | 3★ |
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹6,641 Cr | 1.79% | +14.45% | +13.21% | 3★ |
| SBI Multicap Fund- Regular Plan- Growth Option | SBI Mutual Fund | ₹23,119 Cr | 1.62% | +14.20% | — | 3★ |