Active Stocks
Thu Jul 18 2024 15:56:35
  1. Tata Steel share price
  2. 166.35 -0.42%
  1. NTPC share price
  2. 377.75 -0.71%
  1. State Bank Of India share price
  2. 893.40 1.42%
  1. ITC share price
  2. 470.10 0.99%
  1. HDFC Bank share price
  2. 1,614.50 -0.33%
Business News/Market/Market Stats/    Axis Flexi Cap Fund Regular Growth

Axis Flexi Cap Fund Regular Growth

+
  • Equity
  • Flexi Cap
  • Rating 3
  • Plan
25.61 -0.07 (-0.27%) NAV as on 18 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)12721.36
  • CAGR 32.64%
  • Exit Load1.00%
  • Expense ratio1.73%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2017-11-17

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 659.64
  • 5.19%
View More

Risk & Volitility

  • Alpha 4.47%
  • Beta 0.78
  • Sharpe Ratio0.64
  • Std Deviation 13.56%
  • Tracking Error 8.14%

About Fund

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 12721.36 crores & has delivered CAGR of 17.01% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. 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 Moderate & Exceptional respectively.

 

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

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Aerospace & Defense.

 

Some of the similar funds are DSP Flexi Cap Fund Growth, Canara Robeco Flexi Cap Fund Growth, Motilal Oswal Flexicap Fund Regular Plan Growth, Axis Flexi Cap Fund Regular Growth, ICICI Prudential Flexicap Fund Regular Growth. Axis Flexi Cap Fund Regular Growth has a sharpe ratio of 0.64 & a standard deviation of 13.56%.

FAQs about Axis Flexi Cap Fund Regular Growth

According to the morning star rating Axis Flexi Cap Fund Regular Growth has a Moderate risk & Exceptional return.
Axis Flexi Cap Fund Regular Growth is managed by Sachin Relekar,Hitesh Das,Krishnaa N.
The expense ratio of Axis Flexi Cap Fund Regular Growth is 1.73%.
The 5 year annualized return on Axis Flexi Cap Fund Regular Growth is 17.01% & it has generated 32.64% in the last 1 year.
The minimum investment in Axis Flexi Cap Fund Regular Growth is 100 Rs.
Axis Flexi Cap Fund Regular Growth has an AUM of 12721.36 crores.
Recommended For You