Axis Multicap Fund - Direct Plan - IDCW
Expense Ratio: 0.72
Risk: Very High
Equity Scheme - Multi Cap Fund
Plan: Direct
Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index
Inception: 26-11-2021
Exit Load: Nil
Fund Size:₹9,299.13 Cr
Performance
1Y
Fund0.21%
Cat. Avg.1.62%
2Y
Fund0.68%
Cat. Avg.0.51%
3Y
Fund15.84%
Cat. Avg.13.01%
5Y
FundN/A
Cat. Avg.12.48%
10Y
FundN/A
Cat. Avg.14.95%
SI
Fund14.52%
Cat. Avg.13.13%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | 465.79 | 4.45% |
| 2 | HDFC Bank Limited | 449.89 | 4.30% |
| 3 | ICICI Bank Limited | 405.02 | 3.87% |
| 4 | Shriram Finance Limited | 269.57 | 2.58% |
| 5 | Eternal Limited | 205.29 | 1.96% |
| 6 | Larsen & Toubro Limited | 202.29 | 1.93% |
| 7 | Sona BLW Precision Forgings Limited | 201.14 | 1.92% |
| 8 | Minda Corporation Limited | 200.07 | 1.91% |
| 9 | Apar Industries Limited | 195.18 | 1.87% |
| 10 | Axis Bank Limited | 190.75 | 1.82% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60983 | +1.6% | +3.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.25 L. | +4.3% | +4.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.00 L. | +11.2% | +7.3% |
| SI | 07 Jan, 22 | 2.90 L. | 4.09 L. | +41.0% | +14.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.2% | +0.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +1.4% | +0.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.55 L. | +55.5% | +15.8% |
| SI | 23 Dec, 21 | 1 L. | 1.92 L. | +92.1% | +14.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.