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| Multi Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.35% | 0.32% | 6.96% | 7.09% | 3.39% | 2.47% | 16.34% | 17.58% | N/A | N/A | 14.04% |
| Category returns | -4.32% | -2.99% | 2.65% | 2.47% | -0.19% | -0.32% | 11.76% | 13.73% | 10.6% | 13.37% | N/A |
| Absolute returns | -4.35% | 0.32% | 6.96% | 7.09% | 3.39% | 5% | 57.55% | 91.19% | N/A | N/A | 88.9% |
| Rank within category | 16/33 | 4/32 | 4/32 | 6/32 | 9/32 | 4/27 | 1/22 | 1/14 | N/A | N/A | N/A |
| Multi Cap Fund | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Yearly returns | N/A | -1.79% | 36.4% | 32.25% | 1.35% | 4.48% |
| Q1 returns | N/A | -2.48% | -4.35% | 6.15% | -8.86% | -11.73% |
| Q2 returns | N/A | -12.02% | 16.17% | 15.85% | 10.95% | 16.42% |
| Q3 returns | N/A | 12.96% | 7.73% | 11.45% | -2% | 3.18% |
| Q4 returns | N/A | 1.33% | 13.94% | -3.52% | 2.26% | -1.46% |
Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M
| Alpha | 0.50463 |
| Beta | 0.9619 |
| Sharpe Ratio | 0.225955 |
| Sortino Ratio | 0.420887 |
| R-Squared | 0.9213 |
| Tracking Error | 1.1961 |
| Downside Risk | 20.7244 |
| Std. Deviation (Annualised) | 14.87 |
| Multi Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth Current | -4.35% | 0.32% | 6.96% | 7.09% | 3.39% | 16.34% | N/A | N/A | 14.04% | 11,972.30 | 2.00 | 0.23 | Very High |
| WhiteOak Capital Multi Cap Fund - Regular Plan - Growth | -3.81% | -3.54% | 2.93% | 1.94% | 0.04% | 14.99% | N/A | N/A | 15.22% | 4,307.80 | 2.22 | 0.20 | Very High |
| HSBC Multi Cap Fund - Regular Plan - Growth | -4.79% | -2.58% | 3.02% | 3.71% | 1.09% | 14.49% | N/A | N/A | 19.27% | 6,380.17 | 2.05 | 0.19 | Very High |
| Bank of India Multi Cap Fund - Regular Plan - Growth | -3.43% | -3.39% | 2.91% | 5.52% | 5.93% | 14.45% | N/A | N/A | 19.53% | 1,343.67 | 2.50 | 0.19 | Very High |
| LIC MF Multi Cap Fund - Regular Plan - Growth | -4.53% | -2.9% | 5.17% | 6.11% | 1.68% | 14.35% | N/A | N/A | 15.51% | 2,187.21 | 2.14 | 0.18 | Very High |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | -4.95% | -1.45% | 4.01% | 4.79% | 5.12% | 13.96% | 11.72% | N/A | 15.05% | 7,457.36 | 2.16 | 0.18 | Very High |
| Kotak Multi Cap Fund - Regular Plan - Growth | -3.35% | -4.3% | -0.5% | -2.25% | -1.95% | 13.65% | 14.06% | N/A | 13.96% | 30,335.30 | 1.80 | 0.17 | Very High |
| ITI Multi Cap Fund - Regular Plan - Growth | -3.41% | -1.21% | 5.43% | 7.95% | 6.48% | 13.62% | 11.05% | N/A | 13.26% | 1,499.93 | 2.33 | 0.17 | Very High |
| ICICI Prudential Multi Cap Fund - Growth | -5.88% | -5.62% | -2% | 1.58% | -0.19% | 12.4% | 11.55% | 12.81% | 14.64% | 18,717.30 | 1.76 | 0.17 | Very High |
| Union Multicap Fund - Regular Plan - Growth | -3.66% | -1.58% | 5.25% | 6.04% | 3.76% | 12.22% | N/A | N/A | 14.57% | 1,515.85 | 2.58 | 0.15 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 4.57% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 3.25% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 2.72% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 2.53% |
| Eternal Ltd. | Retailing | Domestic Equities | 2.41% |
| Welspun Corp Ltd. | Industrial Products | Domestic Equities | 2.35% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 2.03% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.97% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 1.92% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 1.91% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 1.78% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 1.77% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.76% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.58% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 1.56% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.45% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.44% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 1.43% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 1.40% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.37% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.36% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.31% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 1.27% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.25% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.22% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.21% |
| State Bank Of India | Banks | Domestic Equities | 1.20% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.15% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.13% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.12% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 1.11% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.10% |
| Karur Vysya Bank Ltd. | Banks | Domestic Equities | 1.07% |
| BSE Ltd. | Capital Markets | Domestic Equities | 1.04% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 1.03% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 1.00% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.97% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.97% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.96% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.89% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.87% |
| City Union Bank Ltd. | Banks | Domestic Equities | 0.86% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.84% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.82% |
| NTPC Ltd. | Power | Domestic Equities | 0.80% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.80% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.79% |
| The Karnataka Bank Ltd. | Banks | Domestic Equities | 0.79% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.77% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.77% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.76% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.75% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.75% |
| Dhoot Transmission Ltd. | Auto Components | Domestic Equities | 0.75% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.74% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.72% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.72% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.71% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.71% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.68% |
| MTAR Technologies Ltd. | Electrical Equipment | Domestic Equities | 0.68% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.66% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.65% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 0.65% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.65% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.63% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.60% |
| Azad Engineering Ltd. | Electrical Equipment | Domestic Equities | 0.60% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.57% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.56% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.55% |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.54% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.54% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.52% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 0.51% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.51% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.49% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.47% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.47% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.46% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.45% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.45% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 0.44% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.44% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.43% |
| Carborundum Universal Ltd. | Industrial Products | Domestic Equities | 0.42% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.41% |
| CCL Products (India) Ltd. | Agricultural Food & other Products | Domestic Equities | 0.40% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.39% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.37% |
| Capillary Technologies India Ltd. | IT - Software | Domestic Equities | 0.37% |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 0.37% |
| Sagility Ltd. | IT - Services | Domestic Equities | 0.36% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.35% |
| K.P.R. Mill Ltd. | Textiles & Apparels | Domestic Equities | 0.35% |
| Triveni Turbine Ltd. | Electrical Equipment | Domestic Equities | 0.35% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.35% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.34% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.33% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.33% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 0.31% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.28% |
| Cyient Ltd. | IT - Services | Domestic Equities | 0.26% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.26% |
| Birlasoft Ltd. | IT - Software | Domestic Equities | 0.25% |
| Travel Food Services Ltd. | Leisure Services | Domestic Equities | 0.24% |
| Rubicon Research Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.20% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 0.13% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.07% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.01% | |
| Total | 100.00% | ||
Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
Hitesh Das is Equity Fund Manager at Axis AMC. Hitesh Das is Equity Fund Manager at Axis AMC.He joined Axis AMC as an Equity Research Analyst in 2015, and later in 2019, was elevated to the post of Fund Manager. Previously, Hitesh was working with Barclays Capital (2012-2015). Hitesh started his career with Credit Suisse India as an Equity Research Analyst in 2011.Qualification:- Dual Degree (B. Tech + M. Tech) from IIT Bombay and a Post Graduate Diploma in Management from IIM Lucknow.
Nitin Arora is an Equity Fund manager at Axis AMC. He has been associated with Axis AMC since 2018 and later in June 2023, was elevated to the post of Fund manager. Currently he is responsible for managing Axis India Manufacturing Fund and Axis Value Fund. He is also the co-fund manager for Axis Midcap Fund and Axis Multicap Fund.Prior to this, he was associated with firms like Aviva Life insurance, Emkay Global Financial Services Ltd. as a research analyst.
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