Axis Multicap Fund Direct-Growth
Benchmark: Nifty 500 Multicap 50:25:25 TRI · Inception: 26/11/2021 · NAV: ₹19.88 (04/09/2026)
AUM: ₹10973 Cr · Expense Ratio: 1.98% · Riskometer: Very High
4.8
★★★★½
Strong Buy
Analyst Insight
Axis Multicap Fund carries an overall rating of 4.8/5 (Strong Buy), demonstrating strong performance within the Multi Cap category. Its alpha of 8.25 outperformss the category average of 3.82, reflecting superior stock selection. The Sharpe ratio of 0.87 sits below the category mean of 3.98, while volatility (std dev 15.88%) is higher than peers (9.46%), indicating relatively higher volatility. With a 5-year CAGR of 0.00% and expense ratio of 1.98%, this fund presents a compelling long-term case for risk-tolerant investors.
Rating
5/5
Risk Rating
2/5
Return Rating
5/5
Overall Rating
4.8/5
Alpha vs Cat
8.25 / 3.82
Sharpe vs Cat
0.87 / 3.98
Beta vs Cat
0.91 / 0.49
Std Dev vs Cat
15.88 / 9.46
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 11.81% |
| 3Y | 18.82% |
| 5Y | N/A |
| 10Y | N/A |
| Since Launch | 15.68% |
Risk & Return Scores
Sharpe Score5/5
Sortino Score5/5
SD Score3/5
ETM Risk Score5/5
ETM Return Score5/5
Portfolio Allocation
Large Cap 45.5% Mid Cap 26.9% Small Cap 27.6% Debt 1.2%
Strengths
- ✅ Alpha 8.25 exceeds category avg 3.82 — superior active management
- ✅ Strong Rating 5/5
Watch Points
- ⚠️ Higher volatility 15.88% vs peers 9.46%
- ⚠️ High expense ratio 1.98% (above 1%)