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 (31-03-2025) |
| 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. |
24.93
0.33 (1.3237%)
13.12%
Benchmark: 12.37%
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 | 15.2 |
| Sharpe Ratio | 0.21 |
| Alpha | -3.69 |
| 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 - Regular Plan - Growth | 10-11-2017 | 11.07 | 20.71 | 10.56 | 18.28 | - |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 17.12 | 29.02 | 21.61 | 30.12 | 14.67 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 15.5 | 32.85 | 19.45 | 21.8 | 12.69 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 13.43 | 28.9 | 18.43 | - | - |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 13.42 | 23.39 | 15.05 | 22.59 | 13.05 |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 13.29 | 16.93 | 7.29 | 19.83 | 11.47 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 12.62 | 24.58 | 17.02 | 27.48 | 16.81 |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 12.49 | 25.78 | - | - | - |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 12.22 | 23.02 | 13.33 | 19.9 | - |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 11.48 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.04%
Others
7.57%
Large Cap
65.14%
Mid Cap
16.26%
