AXIS Flexi Cap Fund

Equity | Flexi Cap Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.66 % 4★ ₹10,763 5 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.66 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹10,763 Cr 5 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 08 February 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -4.9% 11.4% 13.4% 12.8%
Category Average 2.3% 16.0% 11.3% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.77%
Bajaj Finance
8.04%
HDFC Bank
6.91%
Infosys
6.76%
Avenue Super.
6.06%
Others
63.46%
Banks
21.54%
Finance
12.5%
Debt
10.09%
Retailing
9.57%
Healthcare Services
4.85%
Others
41.45%
Equity
86.31%
Reverse Repos
13.28%
T-Bills
0.67%
Net Curr Ass/Net Receivables
-0.26%

Fund House Details

Axis Mutual Fund

AXIS Flexi Cap Fund

Fund Manager
Shreyash Devalkar

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.

Advance Ratio

-0.05 1.09 0.91 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,929 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

Frequently Asked Questions

You can invest in AXIS Flexi Cap Fund 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 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"
The AXIS Flexi Cap Fund has delivered 12.8% since inception
The NAV of AXIS Flexi Cap Fund is ₹18.7 as of 08 February 2023.
The expense ratio of AXIS Flexi Cap Fund is 0.66 % as of 08 February 2023.
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”.
Invest Now