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  • Axis Mutual Fund
  • Axis Flexi Cap Fund (RIDCW-A)

Formerly Axis Flexi Cap Reg DR

Axis Mutual Fund

Axis Flexi Cap Fund (RIDCW-A)

EquityFlexi Cap

15.49

NAV (Mar 27)

16.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.49

NAV (Mar 27)

Fund Returns

Last 1Y
34.9%
Last 3Y
16%
Last 5Y
16.1%
Last 10Y
NA
Since Inception
14.5%
6 Month CAGR
14%

Scheme Information

Investment Objective

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
11490.972
ISIN
INF846K01B44
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.7
Standard Deviation (5yr)
16.7
Beta (3yr)
0.91
Beta (5yr)
0.8
Sharpe Ratio (3yr)
0.74
Sharpe Ratio (5yr)
0.714
YTM
0
Fund Managers

Krishnaa N

Fund Manager

Sachin Relekar

Fund Manager

Shreyash Devalkar

Fund Manager

Vinayak Jayanath

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Flexi Cap Fund (RIDCW-A)70%10,95,831 3,63,21916.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-03-27

Top Stock Holdings

icici bank ltd

8.4%
8.4%

hdfc bank ltd

6.7%
6.7%

bajaj finance ltd

5.7%
5.7%

infosys ltd

4.4%
4.4%

clearing corporation of india ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

27%
27%

consumer cyclical

18.4%
18.4%

industrials

9.6%
9.6%

healthcare

9%
9%

technology

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 287,012 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5.2%

7.9%

5.4%

7%

5.9%

7%

6%

8%

5.3%

7.5%

Axis Flexi Cap Fund (RIDCW-A) Review

Axis Flexi Cap Fund (RIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 14.5% over a period of 6 years. The fund was previously known as Axis Flexi Cap Reg DR. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Krishnaa N, Sachin Relekar, Shreyash Devalkar, Vinayak Jayanath.

Nav of Axis Flexi Cap Fund (RIDCW-A) as of 3/27/2024 is ₹15.49 with the total AUM as of 3/28/2024 is ₹11490.972. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Flexi Cap Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 2 fund in Equity and delivered 34.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Flexi Cap Fund (RIDCW-A).

Frequently Asked Questions

What is Axis Flexi Cap Fund (RIDCW-A)?

Axis Flexi Cap Fund (RIDCW-A) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Flexi Cap Fund (RIDCW-A)?

You can invest in Axis Flexi Cap Fund (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Axis Flexi Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Flexi Cap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Axis Flexi Cap Fund (RIDCW-A) is a Neutral fund. You can investAxis Flexi Cap Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Axis Flexi Cap Fund (RIDCW-A) is 1.74% for regular plan.