Rolling Returns Calculator

Axis Mutual Fund

Axis Multicap Fund — rolling returns

Multi Cap · NAV data as of

1,195 daily NAV records since 23 December 2021

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 453 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 23 December 2021 to 16 October 2026

This range is too short for a 5-year holding period. It needs at least 5 years of NAV data; the selected range covers 23 December 2021 to 16 October 2026. Pick a shorter period or widen the range.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Axis Multicap Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average20.97%22.53%———
Median14.14%22.58%———
Minimum-4.22%17.17%———
Maximum59.54%29.62%———
Std deviation18.80%2.51%———
Consistency
Above 0%92.83%100.00%———
Above 8%64.87%100.00%———
Above 12%56.01%100.00%———
Above 15%48.52%100.00%———
Coverage
Windows computed948453———

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share.

5-year rolling returns for Axis Multicap Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average——
Best window——
Worst window——
Windows computed——

Common questions about Axis Multicap Fund

What is the 3-year rolling return of Axis Multicap Fund?
Across 453 overlapping 3-year holding periods between 23 December 2021 and 16 October 2026, the Direct plan of Axis Multicap Fund returned an average of 22.53% a year, with a median of 22.58%. The best 3-year stretch returned 29.62% a year and the worst returned 17.17%.
Has Axis Multicap Fund ever lost money over 3 years?
No. Every one of the 453 3-year holding periods in this fund's history ended in profit. The weakest returned 17.17% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Axis Multicap Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 22.53% a year on the Direct plan against 21.05% on the Regular plan, a difference of 1.49% a year.
What is the 1-year rolling return of Axis Multicap Fund?
Across 948 overlapping 1-year holding periods between 23 December 2021 and 16 October 2026, the Direct plan of Axis Multicap Fund returned an average of 20.97% a year, with a median of 14.14%. The best 1-year stretch returned 59.54% a year and the worst returned -4.22%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.