Axis Flexi Cap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 05-11-2017
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.82% As on (31-10-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 11,243.74 Cr As on (31-10-2022)
Turn over: 42% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

18.15

12.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio 0.56
Alpha -2.0
Beta 0.79
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Flexi Cap Fund - Regular Plan - Growth 05-11-2017 -7.4 11.73 13.15 12.57 -
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 18.27 29.53 21.43 13.0 14.94
quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 11.24 36.72 38.76 18.87 19.15
ICICI Prudential Flexicap Fund - Growth 05-07-2021 10.16 - - - -
JM Flexicap Fund (Regular) - Growth option 23-09-2008 9.76 22.93 18.78 13.09 15.53
Franklin India Flexi Cap Fund - Growth 29-09-1994 7.16 24.24 21.45 12.38 15.36
Kotak Flexicap Fund - Growth 05-09-2009 6.89 16.9 15.17 11.32 15.71
Taurus Flexi Cap Fund - Regular Plan - Growth 29-01-1994 5.63 16.42 12.68 6.58 9.53
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 4.43 19.91 17.49 11.16 -
Mahindra Manulife Flexi Cap Yojana - Regular Plan -Growth 23-08-2021 4.42 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.89%

Others

12.07%

Large Cap

68.95%

Mid Cap

7.09%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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