Axis Flexi Cap Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 10-11-2017 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.73% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,124.28 Cr As on 31-01-2025(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. |
22.97
-0.16 (-0.6966%)
12.11%
Benchmark: 12.21%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
| Standard Deviation | 13.71 |
| Sharpe Ratio | 0.26 |
| Alpha | -3.63 |
| Beta | 0.93 |
| 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 | 10-11-2017 | 4.22 | 16.31 | 8.59 | 12.11 | - |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 14.11 | 29.94 | 19.04 | 14.8 | 12.39 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 11.3 | 26.15 | 18.03 | 23.23 | 17.02 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 10.09 | 25.49 | 22.51 | 22.81 | 13.91 |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 9.45 | - | - | - | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 8.3 | 14.41 | 6.85 | 13.27 | 10.92 |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 6.98 | - | - | - | - |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 6.75 | 25.11 | 17.1 | - | - |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 6.67 | 19.58 | 13.43 | 15.15 | 12.14 |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 6.18 | 19.81 | 12.9 | 14.22 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.05%
Others
6.04%
Large Cap
64.62%
Mid Cap
17.31%
