Axis Flexi Cap Fund Regular Growth

• Alpha 4.47%
• Beta 0.78
• Sharpe Ratio0.58
• Std Deviation 13.15%
• Tracking Error 8.14%

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.

The Axis Flexi Cap Fund Regular Growth has an AUM of 13319.21 crores & has delivered CAGR of 13.66% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. The minimum investment in Axis Flexi Cap Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Clearing Corporation Of India Ltd & Bajaj Finance.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Electronic Instr. & Controls.

Some of the similar funds are Motilal Oswal Flexicap Fund Regular Plan Growth, DSP Flexi Cap Fund Growth, Canara Robeco Flexi Cap Fund Growth, Axis Flexi Cap Fund Regular Growth, Nippon India Flexi Cap Fund Regular Growth. Axis Flexi Cap Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 13.15%.