- Mutual Funds
- Axis Mutual Fund
- Axis Flexi Cap Fund Pyt (PIDCW-A)
Formerly Axis Flexi Cap Reg DP
Flexi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.87
NAV (Apr 22)
Fund Returns
Last 1Y | 33.4% |
Last 3Y | 17.3% |
Last 5Y | 16.5% |
Last 10Y | NA |
Since Inception | 14.7% |
6 Month CAGR | 17.1% |
Scheme Information
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.
Expense Ratio | 1.74 |
Launched (7y ago) | Nov 17, 2017 |
AUM in Crores | 11670.374 |
ISIN | INF846K01B36 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.7 |
Standard Deviation (5yr) | 16.6 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.8 |
Sharpe Ratio (3yr) | 0.768 |
Sharpe Ratio (5yr) | 0.682 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Flexi Cap Fund Pyt (PIDCW-A) | 11,07,517 | 3,74,905 | 16.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8.6%bajaj finance ltd
6.2%hdfc bank ltd
5.9%tata motors ltd
4.3%infosys ltd
3.8%Allocation by Sector
financial services
27.8%consumer cyclical
19.3%industrials
10.2%healthcare
8.5%consumer defensive
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.8% | ||
5.5% | 7% | ||
5.8% | 8% | ||
5.8% | 7% | ||
- | 4.9% |
Axis Flexi Cap Fund Pyt (PIDCW-A) Review
Axis Flexi Cap Fund Pyt (PIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 14.7% over a period of 6 years. The fund was previously known as Axis Flexi Cap Reg DP. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Krishnaa N, Sachin Relekar.
Nav of Axis Flexi Cap Fund Pyt (PIDCW-A) as of 4/22/2024 is ₹15.87 with the total AUM as of 4/23/2024 is ₹11670.374. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Flexi Cap Fund Pyt (PIDCW-A) was launched on Nov 17, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Flexi Cap Fund Pyt (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Flexi Cap Fund Pyt (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Axis Flexi Cap Fund Pyt (PIDCW-A) is rated as a 1 fund in Equity and delivered 33.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Flexi Cap Fund Pyt (PIDCW-A).
Frequently Asked Questions
What is Axis Flexi Cap Fund Pyt (PIDCW-A)?
How to invest in Axis Flexi Cap Fund Pyt (PIDCW-A)?
You can invest in Axis Flexi Cap Fund Pyt (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Flexi Cap Fund Pyt (PIDCW-A)?
The minimum sip amount for Axis Flexi Cap Fund Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Flexi Cap Fund Pyt (PIDCW-A) good to invest in?
As per Scripbox experts, Axis Flexi Cap Fund Pyt (PIDCW-A) is a Not Recommended fund. You can investAxis Flexi Cap Fund Pyt (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Flexi Cap Fund Pyt (PIDCW-A)?
The expense ratio of the Axis Flexi Cap Fund Pyt (PIDCW-A) is 1.74% for regular plan.