AXIS Flexi Cap Fund – Direct Growth

Equity · Flexi Cap
 · ★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.75 %
Expense Ratio
★★
Rating
11,670
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 16 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 31.9% 14.7% 15.8% 15%
Category Average 38.3% 19.7% 17.1% -

Scheme Allocation

By Holding
By Sector
By Asset
8.58%
5.91%
4.32%
3.84%
Others
71.11%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.58%
Bajaj Finance Finance Equity 6.24%
HDFC Bank Banks Equity 5.91%
Tata Motors Automobile Equity 4.32%
Infosys IT - Software Equity 3.84%
Avenue Super. Retail Equity 3.53%
Bharti Airtel Telecomm-Service Equity 3.29%
M & M Automobile Equity 3.12%
Trent Retail Equity 2.72%
Bharat Electron Aerospace & Defence Equity 2.68%
UltraTech Cem. Cement Equity 2.66%
TCS IT - Software Equity 2.63%
Brigade Enterpr. Realty Equity 2.33%
Torrent Power Power Generation & Distribution Equity 2.31%
Sona BLW Precis. Auto Ancillaries Equity 2.13%
Krishna Institu. Healthcare Equity 2.13%
Nestle India FMCG Equity 2.04%
Cholaman.Inv.&Fn Finance Equity 1.97%
Titan Company Diamond, Gems and Jewellery Equity 1.96%
Interglobe Aviat Air Transport Service Equity 1.96%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.87%
Mankind Pharma Pharmaceuticals Equity 1.74%
Varun Beverages FMCG Equity 1.48%
Sun Pharma.Inds. Pharmaceuticals Equity 1.4%
Apar Inds. Capital Goods - Electrical Equipment Equity 1.39%
Indian Hotels Co Hotels & Restaurants Equity 1.29%
Narayana Hrudaya Healthcare Equity 1.18%
Rainbow Child. Healthcare Equity 1.15%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.11%
PB Fintech. IT - Software Equity 1.1%
Prestige Estates Realty Equity 1.06%
Fine Organic Chemicals Equity 1.05%
Tata Power Co. Power Generation & Distribution Equity 1%
Astral Plastic products Equity 1%
REC Ltd Finance Equity 0.99%
B P C L Refineries Equity 0.99%
St Bk of India Banks Equity 0.97%
Global Health Healthcare Equity 0.93%
Sansera Enginee. Auto Ancillaries Equity 0.85%
ZF Commercial Auto Ancillaries Equity 0.78%
Jio Financial Finance Equity 0.73%
Bajaj Finserv Finance Equity 0.7%
Solar Industries Aerospace & Defence Equity 0.65%
L&T Fin.Holdings Finance Equity 0.65%
Kaynes Tech Consumer Durables Equity 0.61%
Dixon Technolog. Consumer Durables Equity 0.56%
Clean Science Chemicals Equity 0.48%
TVS Motor Co. Automobile Equity 0.47%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 0.43%
J K Cements Cement Equity 0.42%
Devyani Intl. Quick Service Restaurant Equity 0.39%
Mrs Bectors FMCG Equity 0.38%
Craftsman Auto Auto Ancillaries Equity 0.23%
Neogen Chemicals Chemicals Equity 0.22%
Rolex Rings Castings, Forgings & Fastners Equity 0.11%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.1%
Aether Industri. Chemicals Equity 0.01%
Banks
16.37%
Finance
9.45%
IT-Software
8.09%
Retailing
7.55%
Automobiles
7.26%
Others
51.28%
View all Sectors
Sectors Asset
Banks 16.37%
Finance 9.45%
IT-Software 8.09%
Retailing 7.55%
Automobiles 7.26%
Healthcare Services 6.53%
Auto Components 4.23%
Debt 3.84%
Realty 3.49%
Chemicals & Petrochemical 3.3%
Cement & Cement Products 3.22%
Telecom-Services 3.06%
Power 2.82%
Aerospace & Defense 2.77%
Pharmaceuticals & Biotech 2.47%
Food Products 2.17%
Consumer Durables 1.9%
Leisure Services 1.7%
Industrial Products 1.61%
Transport Services 1.6%
Beverages 1.52%
Financial Technology (Fin 1.16%
Construction 1.04%
Petroleum Products 1.01%
Electrical Equipments 0.84%
Industrial Manufacturing 0.64%
Cash & Others 0.38%
Equity
96.82%
Reverse Repos
1.71%
Net Curr Ass/Net Receivables
1.47%
Others
0%

Advance Ratio

-4.03
Alpha
3.86
SD
0.94
Beta
0.53
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:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

More Funds from Axis Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

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 ₹24.4 as of 16 April 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 - 16.37%
  2. Finance - 9.45%
  3. IT-Software - 8.09%
  4. Retailing - 7.55%
  5. Automobiles - 7.26%

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 15% 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 0.75 % as of 16 April 2024.

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

The AUM of AXIS Flexi Cap Fund – Direct Growth is ₹2,75,166 Cr as of 16 April 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 - 8.58%
  2. Bajaj Finance - 6.24%
  3. HDFC Bank - 5.91%
  4. Tata Motors - 4.32%
  5. Infosys - 3.84%

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