Axis Flexi Cap Fund

Mutual Fund

axis Flexi cap fund

By Rajendra

Mar 29, 2023

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Scheme Analysis

Category

Flexi Cap

Inception

Nov 20, 2017

Benchmark

Nifty 500

AUM - 10,077 Cr

Fund Manager

Shreyash Devalkar & Vinayak Jayanath

Axis Flexi Cap Fund

High conviction ideas with improved risk-adjusted return characteristics

Investment Strategy

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Top 5 Holding

ICICI Bank

Bajaj Finance

HDFC Bank

Infosys

Avenue Super mart

9.14

8.23

7.03

6.68

5.68

Total - 36.76

Bottom up stock selection is key for building credible portfolio

Investment Strategy

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Financial Services

Information Technology

Consumer Service

Top 5 Sector 35.02

10.97

8.04

7.28

6.63

Chemical

Automobile

Aim to look for stocks that are at inflation point

Fund Strategy

Invest across market cap spectrum

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SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

11,486

39,586

75,611

Returns

-7.91%

6.29%

9.20%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

-6.46%

10.34%

11.05%

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