Flexi Cap Fund · head to head · AMFI NAVs

Axis Flexi Cap Fund vs Quant Flexi Cap Fund: SIP returns compared

Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Axis Flexi Cap Fund is worth ₹7.69 L (XIRR 10.2%) and Quant Flexi Cap Fund ₹8.25 L (XIRR 13.1%) — Quant Flexi Cap Fund ahead by ₹56,329. Across every 5-year SIP since Dec 2017, Axis Flexi Cap Fund finished ahead in 0 of 47 and Quant Flexi Cap Fund in 47.

Same SIP in both funds · real NAVsLive

Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer

₹10,000
6%

Axis Flexi Cap Fund: invested — over — instalments; valued at NAV of —:

Value today
—
XIRR —
Post-tax
—
If fully redeemed today
Real XIRR
—
After assumed inflation

YearInvestedAxis Flexi Cap Fund valueXIRR to date

₹10,000 a month in each: what it became

Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.

SIP periodInvestedAxis Flexi Cap FundXIRRQuant Flexi Cap FundXIRRPost-tax (both)
1 year₹1,20,000₹1.23 L5.0%₹1.24 L7.3%₹1.22 L / ₹1.23 L
3 years₹3,60,000₹3.96 L6.7%₹3.94 L6.3%₹3.96 L / ₹3.93 L
5 years₹6,00,000₹7.69 L10.2%₹8.25 L13.1%₹7.63 L / ₹8.12 L

Every 5-year SIP, head to head

We started the same SIP in both funds in every month both have NAVs for — 47 SIPs, the first starting Dec 2017. Axis Flexi Cap Fund finished ahead in 0% of them; the median gap was 14.0 percentage points a year in Quant Flexi Cap Fund's favour.

Downside on the same dates: Axis Flexi Cap Fund's worst 5-year SIP returned 6.9% a year (started Apr 2021) and 0 of 47 lost money; Quant Flexi Cap Fund's worst returned 10.6% (started Apr 2021) and 0 lost money.

0%5%10%15%20%25%30%35%40%Dec 2017Oct 2021
Axis Flexi Cap FundQuant Flexi Cap Fund

XIRR of every 5-year monthly SIP by the month it started. Gap = Axis Flexi Cap Fund minus Quant Flexi Cap Fund, percentage points a year.

WindowSIPs comparedAhead (Axis / Quant)Median gapWorst gapBest gap
3-year SIPs7117% / 83%-14.7 pp-26.9 ppstarted Aug 2018+3.5 ppstarted Sep 2022
5-year SIPs470% / 100%-14.0 pp-21.8 ppstarted Mar 2019-2.6 ppstarted Sep 2021

Against an index fund, and the cost of the Regular plan

  • Axis Flexi Cap Fund beat a plain Nifty 500 index fund in 39% of 49 rolling 3-year SIPs (median gap -1.8 pp a year) — Axis Flexi Cap Fund vs Nifty 500 index fund.
  • Axis Flexi Cap Fund: the Regular plan of the same 5-year SIP ended ₹20,919 below Direct.
  • Quant Flexi Cap Fund beat a plain Nifty 500 index fund in 86% of 49 rolling 3-year SIPs (median gap +7.7 pp a year) — Quant Flexi Cap Fund vs Nifty 500 index fund.
  • Quant Flexi Cap Fund: the Regular plan of the same 10-year SIP ended ₹2,18,046 below Direct.

Questions

Which has given better SIP returns, Axis Flexi Cap Fund or Quant Flexi Cap Fund?

Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹7.69 L in Axis Flexi Cap Fund (XIRR 10.2%) and ₹8.25 L in Quant Flexi Cap Fund (XIRR 13.1%). Past returns don't tell you which will do better next.

Has Axis Flexi Cap Fund beaten Quant Flexi Cap Fund consistently?

In 0% of 47 rolling 5-year SIPs started on the same dates (from Dec 2017), Axis Flexi Cap Fund ended ahead of Quant Flexi Cap Fund (Direct plans). The median difference was -14.0 percentage points a year.

Where does this data come from?

Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.

Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.

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