Mutual Fund

axis Flexi cap fund

By Rajendra

Sep 20, 2022

image source -Unsplash

Scheme Analysis

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Axis Flexi Cap Fund

Category 

Flexi Cap

Inception

Nov 20, 2017

Benchmark

NIFTY 500

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AUM  - 11,250 Cr

Fund Manager

Shreyash Devalkar

High conviction ideas with improved risk-adjusted return characteristics

Investment Strategy

Bottom up stock selection is key for building credible portfolio

Investment Strategy

Aim to look for stocks that are at inflation point

Fund Strategy

Invest across market cap spectrum

Top 5 Holding

ICICI Bank

Bajaj Finance

Avenue Supermart

Infosys

HDFC Bank

9.79

9.11

7.52

6.30

5.72

Total  - 38.44

Finance

IT

Consumer

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Top 5 Sector -70.68%

35.01

10.31

9.81

8.00

7.55

Chemical

Auto

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

58 Month

Period

Value

11,983

45,518

82,839

Returns

-0.26%

15.88%

14.78%

Monthly SIP of 1,000

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Scheme Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-3.65%

16.37%

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