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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 8.6% | 19.1% | 14% | 13.6% | ||||
Category Average | 18.3% | 24.1% | 14.4% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
ICICI Bank | Banks | Equity | 9.1% |
HDFC Bank | Banks | Equity | 8.76% |
Bajaj Finance | Finance | Equity | 8.7% |
Avenue Super. | Retail | Equity | 5.52% |
Infosys | IT - Software | Equity | 4.1% |
TCS | IT - Software | Equity | 4.07% |
M & M | Automobile | Equity | 3.2% |
UltraTech Cem. | Cement | Equity | 2.39% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 2.27% |
Krishna Institu. | Healthcare | Equity | 2.19% |
Tata Motors | Automobile | Equity | 2.17% |
Kotak Mah. Bank | Banks | Equity | 1.94% |
Brigade Enterpr. | Realty | Equity | 1.92% |
Sona BLW Precis. | Auto Ancillaries | Equity | 1.9% |
Bharat Electron | Electronics | Equity | 1.89% |
Narayana Hrudaya | Healthcare | Equity | 1.85% |
Nestle India | FMCG | Equity | 1.8% |
Titan Company | Diamond, Gems and Jewellery | Equity | 1.77% |
Trent | Retail | Equity | 1.59% |
P I Industries | Agro Chemicals | Equity | 1.56% |
Cholaman.Inv.&Fn | Finance | Equity | 1.5% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 1.37% |
SBI Life Insuran | Insurance | Equity | 1.36% |
Pidilite Inds. | Chemicals | Equity | 1.35% |
Info Edg.(India) | E-Commerce/App based Aggregator | Equity | 1.33% |
Fine Organic | Chemicals | Equity | 1.32% |
Indian Hotels Co | Hotels & Restaurants | Equity | 1.13% |
Interglobe Aviat | Air Transport Service | Equity | 1.11% |
Asian Paints | Paints/Varnish | Equity | 1.11% |
Bharti Airtel | Telecomm-Service | Equity | 1.06% |
Astral | Plastic products | Equity | 1.03% |
Bajaj Finserv | Finance | Equity | 1.01% |
Rainbow Child. | Healthcare | Equity | 0.99% |
Hind. Unilever | FMCG | Equity | 0.96% |
Galaxy Surfact. | FMCG | Equity | 0.92% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.88% |
Sansera Enginee. | Auto Ancillaries | Equity | 0.84% |
St Bk of India | Banks | Equity | 0.83% |
ZF Commercial | Auto Ancillaries | Equity | 0.73% |
Torrent Power | Power Generation & Distribution | Equity | 0.71% |
Reliance Industr | Refineries | Equity | 0.65% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 0.6% |
Clean Science | Chemicals | Equity | 0.59% |
Fortis Health. | Healthcare | Equity | 0.58% |
Global Health | Healthcare | Equity | 0.53% |
Mankind Pharma | Trading | Equity | 0.51% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.42% |
Neogen Chemicals | Chemicals | Equity | 0.33% |
Rolex Rings | Auto Ancillaries | Equity | 0.29% |
Craftsman Auto | Auto Ancillaries | Equity | 0.28% |
Go Fashion (I) | Textiles | Equity | 0.26% |
RHI Magnesita | Refractories | Equity | 0.25% |
Suryoday Small | Banks | Equity | 0.24% |
Aether Industri. | Chemicals | Equity | 0.12% |
Jio Financial | Finance | Equity | 0.08% |
Vardhman Textile | Textiles | Equity | 0.02% |
Sectors | Asset |
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Banks | 21.6% |
Finance | 11.29% |
Retailing | 8.57% |
IT-Software | 7.83% |
Healthcare Services | 6.13% |
Debt | 5.69% |
Automobiles | 4.93% |
Auto Components | 4.57% |
Chemicals & Petrochemical | 4.55% |
Consumer Durables | 2.79% |
Cement & Cement Products | 2.38% |
Construction | 2.2% |
Realty | 1.87% |
Food Products | 1.8% |
Industrial Products | 1.8% |
Aerospace & Defense | 1.68% |
Fertilisers & Agrochemica | 1.52% |
Insurance | 1.48% |
Pharmaceuticals & Biotech | 1.44% |
Transport Services | 1.08% |
Telecom-Services | 1.07% |
Leisure Services | 1.03% |
Diversified FMCG | 0.95% |
Petroleum Products | 0.9% |
Power | 0.72% |
Textiles & Apparels | 0.08% |
Cash & Others | 0.06% |
Advance Ratio
Exit Load
Exit Load | 1.00% - If units are redeemed/switched-out within 12 months from the date of allotment. Nil - If units are redeemed/switched-out after 12 months from the date of allotment. |
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Fund Objective
Axis Mutual Fund’s Axis Flexi Cap Fund is an Equity mutual fund. The fund was established on November 20, 2017, and its current manager is Shreyash Devalkar & Hitesh Das. The growth returns for the previous year for the Axis Flexi Cap Fund Direct were -12.64%. Since its inception, it has generated average annual returns of 12.89%.
The investment’s overarching objective is to produce better capital gains throughout the scheme’s medium- to long-term time horizon by investments in a diverse portfolio of stock and equity-linked instruments across market capitalisation, with a focus on undervalued firms. The Scheme’s investment objective, however, is not guaranteed in any way.
Pros & Cons
Pros | Cons |
---|---|
Low expense ratio. | It has a higher AUM (10763cr), which tends to have lower returns in the future. |
5 year annualised returns are higher (3.54%) than the category average | Lower annualised category average for the past 3 years and 1 year |
How to invest in Axis Flexi Cap Fund?
The 5paisa platform makes it easy to invest in the Axis Flexi Cap Fund. The whole process may be completed quickly and without submitting any documents. These few easy measures include:
What is the expense ratio of the Axis Flexi Cap Fund?
The expense ratio is the percentage of your investment each year that goes toward the mutual fund’s operating costs. Fund returns are decreased by the expense ratio, which is calculated as a proportion of assets under management (AUM). To keep more of your hard-earned money in your investment portfolio, a fund with a lower cost ratio is always preferred. And as a result, your profits will increase.
Who should invest in Axis Flexi Cap Fund?
Those wishing to put their money down for at least 3 to 4 years and hoping for a healthy return on their investment should invest in this fund. In the same breath, these investors need to ensure that they are prepared for the chance that their assets will sustain modest losses.
What are the benefits of investing in the Axis Flexi Cap Fund?
- It is a diversified equity fund that makes investments in firms of varying sizes throughout the market capitalisation spectrum.
- This Flexi cap mutual fund strives to give investors an appropriate combination of shares to produce long-term returns while limiting risks associated with market volatility.
- Aims to provide risk-adjusted returns to investors by investing in businesses of good quality with promising development potential.
- Due to the fund manager’s ability to seize the greatest chances in the market, investing in a Flexi cap fund is safer than investing in a pure midsize or small-cap fund.
- Equity, as an asset class, can outperform inflation and produce long-term wealth.
- Plans for the future that need a significant investment of resources, such as funding a child’s college education or your own retirement, can be achieved with this fund.
Fund Managers
Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager
With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.
Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.
Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Franklin India Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 11,749
-
21.7%Fund Size - 11,749
-
31.1%Fund Size - 11,749
-
15.8%Fund Size - 11,749
-
Union Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 1,595
-
17.8%Fund Size - 1,595
-
25.2%Fund Size - 1,595
-
16.2%Fund Size - 1,595
-
HSBC Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 3,534
-
21.4%Fund Size - 3,534
-
24.7%Fund Size - 3,534
-
13.7%Fund Size - 3,534
-
SBI Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 17,819
-
14.6%Fund Size - 17,819
-
24.5%Fund Size - 17,819
-
14.3%Fund Size - 17,819
-
Aditya Birla SL Flexi Cap Fund – Direct Growth- Equity .
- Flexi Cap .
-
- 17,296
-
18.3%Fund Size - 17,296
-
24%Fund Size - 17,296
-
14.3%Fund Size - 17,296
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Flexi Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Flexi Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Flexi Cap Fund – Direct Growth ?
How to redeem AXIS Flexi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of AXIS Flexi Cap Fund – Direct Growth?
What are the top sectors AXIS Flexi Cap Fund – Direct Growth has invested in?
- Banks - 21.6%
- Finance - 11.29%
- Retailing - 8.57%
- IT-Software - 7.83%
- Healthcare Services - 6.13%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Flexi Cap Fund – Direct Growth?
How much returns have AXIS Flexi Cap Fund – Direct Growth generated ?
What is the expense ratio of AXIS Flexi Cap Fund – Direct Growth ?
What is the AUM of AXIS Flexi Cap Fund – Direct Growth?
What are the top stock holdings of AXIS Flexi Cap Fund – Direct Growth?
- ICICI Bank - 9.1%
- HDFC Bank - 8.76%
- Bajaj Finance - 8.7%
- Avenue Super. - 5.52%
- Infosys - 4.1%
How can I redeem my investments in AXIS Flexi Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Flexi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for AXIS Flexi Cap Fund - Direct Growth?
No, there is no lock-in period for AXIS Flexi Cap Fund – Direct Growth.