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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,451.39 Cr As on 30-04-2025(Source:AMFI)
Turn over: 34% | Exit Load: 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.

28.77

15.08%

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

To generate long term capital appreciation by investing in a dynamic mix of equity and equity related instruments across market capitalizations. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.98
Sharpe Ratio 0.52
Alpha -1.63
Beta 0.97
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 12.21 21.06 17.68 20.71 -
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 18.04 32.27 25.27 23.1 13.12
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 14.92 27.84 25.78 31.32 15.34
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 14.17 24.47 - - -
Invesco India Flexi Cap Fund - Growth 05-02-2022 14.01 28.52 24.59 - -
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 13.44 23.59 21.85 27.01 17.31
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 13.03 21.61 18.1 20.42 -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 12.91 15.33 13.08 20.07 11.94
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 12.85 22.74 19.36 23.93 13.81
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 11.64 22.71 20.92 23.74 14.13

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.81%

Others

8.78%

Large Cap

64.77%

Mid Cap

15.66%

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