Axis Flexi Cap Fund - Direct Plan - Growth

Fund House: Axis Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 13-11-2017
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 0.72% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,038.72 Cr As on 31-03-2025(Source:AMFI)
Turn over: 34% | Exit Load: 1% if Units are redeemed / switched-out within 12 months from the date of allotment w.e.f. 20/11/2017. wef 18/05/2018 - If redeemed / switched-out within 12 months from the date of allotment - For 10% of investments: Nil. For remaining investments: 1%. If redeemed / switched - out after 12 months from the date of allotment: Nil.

27.61

14.62%

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
3 Years 9 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

Standard Deviation 15.24
Sharpe Ratio 0.28
Alpha -2.61
Beta 0.98
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 - Direct Plan - Growth 13-11-2017 9.04 21.15 13.36 18.8 -
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 15.85 28.59 23.47 29.87 15.36
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 13.91 32.14 21.07 21.16 13.39
UTI - Flexi Cap Fund-Growth Option 05-08-2005 12.8 16.86 9.09 18.95 12.11
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 12.79 23.93 18.89 27.37 17.09
Invesco India Flexi Cap Fund - Growth 05-02-2022 10.76 28.11 20.48 - -
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 10.74 25.22 - - -
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 10.58 23.07 15.8 22.55 13.75
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 10.06 22.58 14.63 19.23 -
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 10.05 22.82 16.63 21.92 13.86

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.04%

Others

7.57%

Large Cap

65.14%

Mid Cap

16.26%

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