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: 1.87% As on (31-07-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 9,783.34 Cr As on (31-08-2021)
Turn over: 82% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

19.44

19.0%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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
There is no value for 2x
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
Alpha
Beta
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 57.03 30.19 20.47 - -
Franklin India Flexi Cap Fund - Growth 29-09-1994 67.81 31.84 15.51 13.87 16.16
UTI - Flexi Cap Fund-Growth Option 05-08-2005 67.62 40.63 22.11 19.1 17.8
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 05-02-2015 66.23 45.99 25.69 19.01 -
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 65.36 24.85 14.03 13.88 14.37
BOI AXA Flexi Cap Fund Regular Plan -Growth 05-06-2020 64.95 - - - -
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 63.56 33.86 21.21 17.22 15.91
JM Flexicap Fund (Regular) - Growth option 23-09-2008 63.33 28.89 17.73 15.98 15.92
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 60.92 31.53 16.98 15.37 17.63
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 59.77 41.74 25.81 22.12 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.37%

Others

5.31%

Large Cap

81.25%

Mid Cap

8.07%

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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