Axis Flexi Cap fund - Direct Plan - IDCW
Axis Mutual Fund Equity Flexi Cap Fund
Expense Ratio
0.71%
AUM
₹14.64 Cr
Plan Type
Direct
Market Cap
Flexi
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-45.82%
Poor
6 Months
-8.47%
Poor
1 Year
-1.45%
Poor
3 Years
+9.16%
Below Average
5 Years
+5.17%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹14.64 Cr
Recent Trend
Growing
Stability Score
8.1
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+2.96%
3Y
3Y CAGR
+9.30%
5Y
5Y CAGR
-45.20%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
15.50%
Annualized standard deviation
Sharpe Ratio
0.195
Poor - Risk-adjusted return
Max Drawdown
-31.30%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.98%
Average daily price movement
Annualized Volatility
15.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance