MF Gyan
otherHigh risk8 years oldCooling recently (last 6m ≈ -6% p.a.)

Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 28 Dec 2018.

Latest price per unit
₹17.0233
▲ 0.08% today
As of 20 Apr 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹99.7k
▼ ₹274 loss · -0.3% / year
Invested 3 years ago
₹1.81 L
▲ ₹81.0k gain · 21.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.07 L
Gain / loss+₹27.1k
XIRR (annualised)9.54%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.09 L
Projected gain*+₹29.1k
*at this fund's historical rate of 9.54% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
-0.27%median 11.70% (-11.98%)
Rank #177 of 261Beats 29% of peers
3-year return
21.86%median 8.79% (+13.08%)
Rank #33 of 261Beats 83% of peers
Bumpiness (3Y)
15.84%median 18.29% (-2.46%)
Rank #94 of 261Less risky than 64% of peers
Worst-ever drop
-35.16%median -35.12% (-0.04%)
Rank #131 of 261Less risky than 50% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 6 years were positive.

+0%
2018
+17%
2019
+17%
2020
+31%
2021
-4%
2022
-4%
2023
Best year
2021 · 31.22%
Worst year
2023 · -4.20%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
15.8%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-35.16%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-0.27%
CAGR — 3 years21.86%
CAGR — 5 years—
CAGR — since launch13.09%
Volatility — 1 year (annualised)13.65%
Volatility — 3 years (annualised)15.84%
Max drawdown — 1 year-13.20%
Max drawdown — 3 years-21.06%
Sharpe ratio — 1 year (rf=6%)-0.46
Sharpe ratio — 3 years (rf=6%)0.89

Fund info

Fund house
Axis Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
145672
First price on record
28 Dec 2018 · 1,063 daily prices

About Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option

Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option is a Growth offered by Axis Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option is ₹17.0233 (as of 20 Apr 2023). Historically, it has delivered -0.27% over the last year, 21.86% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 15.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 35.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option?+

The latest NAV of Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option is ₹17.0233 as of 20 Apr 2023, up 0.08% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option?+

Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option has delivered 1-year return -0.27%, 3-year CAGR 21.86%, since-inception CAGR 13.09%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option belong to?+

Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 15.8%, Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option a direct plan?+

Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option?+

Axis Capital Builder Fund - Series 4 (1582 Days) - Direct Plan - Growth Option has NAV history available from 28 Dec 2018 — approximately 8 years of track record and 1,063 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.