Axis Flexi Cap Fund Regular Growth

• Alpha 4.47%
• Beta 0.78
• Sharpe Ratio0.60
• Std Deviation 13.36%
• 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 11490.97 crores & has delivered CAGR of 14.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%. 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 & Tata Motors.

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

Some of the similar funds are Canara Robeco Flexi Cap Fund Growth, PGIM India Flexi Cap Fund Regular Growth, DSP Flexi Cap Fund Growth, Axis Flexi Cap Fund Regular Growth, ICICI Prudential Flexicap Fund Regular Growth. Axis Flexi Cap Fund Regular Growth has a sharpe ratio of 0.60 & a standard deviation of 13.36%.