- Mutual Funds
- Axis Mutual Fund
- Axis Flexi Cap Fund Regular Growth
Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 27.26
NAV (Oct 15)
Fund Returns
Last 1Y | 37.1% |
Last 3Y | 9.9% |
Last 5Y | 17.1% |
Last 10Y | NA |
Since Inception | 15.5% |
6 Month CAGR | 18.2% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.
Expense Ratio | 1.71 |
Launched (0y ago) | 1.71 |
AUM in Crores | 13464.1 |
ISIN | INF846K01B51 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.6 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Flexi Cap Fund (G) | 11,26,122 | 3,93,510 | 17.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
7.6%HDFC Bank Ltd.
5.2%Bajaj Finance Ltd.
4.9%Mahindra & Mahindra Ltd.
4.2%Tata Motors Ltd.
3.9%Allocation by Sector
Financial
24.1%Automobile
13.1%Services
11.4%Capital Goods
8.2%Healthcare
6.3%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Flexi Cap Fund Regular Plan Growth Review
Axis Flexi Cap Fund Regular Plan Growth is a Flexi Cap Equity fund and has delivered an annualised return of 15.516% over a period of 6 years. The fund is managed by Axis Mutual Fund. The fund managers are Hitesh Das, Krishnaa Narayan, Sachin Relekar.
Nav of Axis Flexi Cap Fund as of 10/15/2024 is ₹27.26 with the total AUM as of 10/16/2024 is ₹13464.102204. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Flexi Cap Fund was launched on 2017-11-20. The category risk of the fund is Above Average.
The minimum SIP amount for Axis Flexi Cap Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Flexi Cap Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
It is rated as a 1 fund in Equity and delivered 37.104% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Flexi Cap Fund.
Frequently Asked Questions
What is Axis Flexi Cap Fund?
How to invest in Axis Flexi Cap Fund?
You can invest in Axis Flexi Cap Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Flexi Cap Fund?
The minimum sip amount for Axis Flexi Cap Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Flexi Cap Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Flexi Cap Fund Regular Plan Growth?
The expense ratio of the Axis Flexi Cap Fund Regular Growth is 1.71% for regular plan.
What is the NAV of Axis Flexi Cap Fund?
Today's Axis Flexi Cap Fund Regular Growth NAV is ₹27.26.