AXIS Flexi Cap Fund – Direct Growth

Equity · Flexi Cap
 · ★★
100
Min SIP
100
Min Lumpsum
0.71 %
Expense Ratio
★★
Rating
11,375
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 27% 12.5% 16.7% 14.8%
Category Average 36.3% 19.4% 19% -

Scheme Allocation

By Holding
By Sector
By Asset
8.28%
7.1%
4.37%
Others
69.34%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.28%
Bajaj Finance Finance Equity 7.15%
HDFC Bank Banks Equity 7.1%
Infosys IT - Software Equity 4.37%
Avenue Super. Retail Equity 3.76%
Tata Motors Automobile Equity 3.49%
Bharti Airtel Telecomm-Service Equity 3.22%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.91%
UltraTech Cem. Cement Equity 2.85%
M & M Automobile Equity 2.75%
TCS IT - Software Equity 2.65%
Brigade Enterpr. Realty Equity 2.62%
Bharat Electron Aerospace & Defence Equity 2.53%
Narayana Hrudaya Healthcare Equity 2.28%
Krishna Institu. Healthcare Equity 2.27%
Trent Retail Equity 2.19%
Cholaman.Inv.&Fn Finance Equity 2.07%
Nestle India FMCG Equity 2%
Titan Company Diamond, Gems and Jewellery Equity 1.96%
Sona BLW Precis. Auto Ancillaries Equity 1.91%
Interglobe Aviat Air Transport Service Equity 1.52%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.47%
Fine Organic Chemicals Equity 1.26%
Sun Pharma.Inds. Pharmaceuticals Equity 1.25%
LTIMindtree IT - Software Equity 1.13%
Rainbow Child. Healthcare Equity 1.11%
Indian Hotels Co Hotels & Restaurants Equity 1.11%
Torrent Power Power Generation & Distribution Equity 1.1%
Varun Beverages FMCG Equity 1.06%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.05%
Tata Power Co. Power Generation & Distribution Equity 1.01%
Astral Plastic products Equity 0.94%
Galaxy Surfact. Chemicals Equity 0.92%
Sansera Enginee. Auto Ancillaries Equity 0.88%
ZF Commercial Auto Ancillaries Equity 0.84%
Global Health Healthcare Equity 0.83%
Mankind Pharma Pharmaceuticals Equity 0.81%
Apar Inds. Capital Goods - Electrical Equipment Equity 0.75%
Fortis Health. Healthcare Equity 0.73%
Bajaj Finserv Finance Equity 0.72%
Kaynes Tech Consumer Durables Equity 0.62%
Clean Science Chemicals Equity 0.6%
Prestige Estates Realty Equity 0.58%
L&T Fin.Holdings Finance Equity 0.57%
Jio Financial Finance Equity 0.52%
Solar Industries Aerospace & Defence Equity 0.49%
J K Cements Cement Equity 0.46%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 0.39%
TVS Motor Co. Automobile Equity 0.35%
Rolex Rings Auto Ancillaries Equity 0.31%
Neogen Chemicals Chemicals Equity 0.27%
Craftsman Auto Auto Ancillaries Equity 0.24%
RHI Magnesita Refractories Equity 0.24%
Suryoday Small Banks Equity 0.23%
Go Fashion (I) Textiles Equity 0.19%
Indian Bank Banks Equity 0.16%
Pidilite Inds. Chemicals Equity 0.13%
P I Industries Agro Chemicals Equity 0.03%
Aether Industri. Chemicals Equity 0.01%
Banks
15.77%
Finance
11.03%
Retailing
8.66%
IT-Software
8.15%
Healthcare Services
7.22%
Others
49.17%
View all Sectors
Sectors Asset
Banks 15.77%
Finance 11.03%
Retailing 8.66%
IT-Software 8.15%
Healthcare Services 7.22%
Automobiles 6.59%
Debt 4.88%
Auto Components 4.18%
Chemicals & Petrochemical 3.68%
Cement & Cement Products 3.31%
Telecom-Services 3.22%
Realty 3.2%
Construction 2.91%
Aerospace & Defense 2.53%
Power 2.11%
Pharmaceuticals & Biotech 2.06%
Food Products 2%
Consumer Durables 1.96%
Industrial Products 1.57%
Transport Services 1.52%
Leisure Services 1.11%
Beverages 1.06%
Electrical Equipments 0.75%
Industrial Manufacturing 0.62%
Fertilisers & Agrochemica 0.03%
Cash & Others -0.13%
Equity
95.24%
Reverse Repos
4.88%
Net Curr Ass/Net Receivables
-0.13%
Others
0.01%

Advance Ratio

-4.5
Alpha
3.96
SD
0.93
Beta
0.62
Sharpe

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.

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

AMC Contact Details

Axis Mutual Fund
AUM:
2,63,225 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Flexi Cap Fund – Direct Growth ?

You can invest in AXIS Flexi Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • 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 ?

The NAV of AXIS Flexi Cap Fund – Direct Growth is ₹23.6 as of 21 February 2024.

How to redeem AXIS Flexi Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Flexi Cap Fund – Direct Growth?

The minimum SIP amount of AXIS Flexi Cap Fund – Direct Growth is ₹100

What are the top sectors AXIS Flexi Cap Fund – Direct Growth has invested in?

The top sectors AXIS Flexi Cap Fund – Direct Growth has invested in are
  1. Banks - 15.77%
  2. Finance - 11.03%
  3. Retailing - 8.66%
  4. IT-Software - 8.15%
  5. Healthcare Services - 7.22%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Flexi Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Flexi Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Flexi Cap Fund – Direct Growth generated ?

The AXIS Flexi Cap Fund – Direct Growth has delivered 14.8% since inception

What is the expense ratio of AXIS Flexi Cap Fund – Direct Growth ?

The expense ratio of AXIS Flexi Cap Fund – Direct Growth is 0.71 % as of 21 February 2024.

What is the AUM of AXIS Flexi Cap Fund – Direct Growth?

The AUM of AXIS Flexi Cap Fund – Direct Growth is ₹2,63,225 Cr as of 21 February 2024

What are the top stock holdings of AXIS Flexi Cap Fund – Direct Growth?

The top stock holdings of AXIS Flexi Cap Fund – Direct Growth are
  1. ICICI Bank - 8.28%
  2. Bajaj Finance - 7.15%
  3. HDFC Bank - 7.1%
  4. Infosys - 4.37%
  5. Avenue Super. - 3.76%

How can I redeem my investments in AXIS Flexi Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
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.

Invest Now