Fund Overview

Axis Flexi Cap Fund

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Scheme Type: Equity

Fund Manager:
Mr. Sachin Relekar + 1
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NAV as on Oct 06, 2025
₹ 29.72
CAGR
14.87 %
AUM as on 30 Sep 2025(in Cr.)
₹ 12,933.91
Updated as on: September 30, 2025
Risk
Risk
Very High
An open ended equity scheme investing across large cap, mid cap, small cap stocks

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.

Benefits of

A diversified equity fund that invests in companies across market capitalisation. 

This flexi cap mutual fund aims to offer investors an ideal mix of equities in an attempt to provide long term returns while minimizing risks associated with market volatility.

Constantly endeavours to invest in quality companies with high growth prospects with an aim to deliver risk adjusted returns for investors.

Investing in a flexi cap fund is less risky as compared to a pure mid cap or a small cap fund as the fund manager has the leeway to capture best available opportunities in the market at that time.

Asset Class benefit - Equity as an asset class holds potential to beat inflation and generate long term wealth.

Target Goals - Long-term goals such as children's education & their future, retirement or any other long term growth that need wealth creation plan.

Fund Manager

Fund Manager
Mr. Sachin Relekar
Managing this fund since 01th Feb 2024
18
Years
Work Experience
See all schemes managed by Sachin Relekar
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Fund Manager
Ms. Krishnaa N
Managing this fund since 01th Mar 2024
6
Years
Work Experience
See all schemes managed by Krishnaa N
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Entry Load

NA

Exit Load

If redeemed / switched-out within 12 months from the date of allotment:A.For 10% of investments: Nil,B. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: Nil.
Statistical Measures (3 Years)
Standard Deviation
13.22%
Beta
0.93
Sharpe Ratio**
0.54
Portfolio Turnover(1 Year)
0.20 times
Disclaimer: **Risk-free rate assumed to be 5.54% (MIBOR as on 29-08-2025) - Source: www.fimmda.org. Computed for the 3-yr period ended August 29, 2025. Based on month-end NAV.
Updated as on:
This product is suitable for investors who are seeking*
  • Capital Appreciation over medium to long term.
  • Investment in a dynamic mix of equity and equity related instruments across market capitalization.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Riskometer
Axis Flexi Cap Fund
The risk of the scheme is Very High
Riskometer
NIFTY 500 TRI
The risk of the benchmark is Very High
Minimum Investment Amount
  • Lumpsum Investment :
     ₹ 100
  • Additional Investment :
     ₹ 100
  • Systematic Investment :
     ₹ 100

Goal Planning

Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed. Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.
goal feature

Access all the goal features and benefits at No Cost.

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Asset Cap Mix

Equity (92.38%)
Non-convertible Preference Shares (0.02%)
Debt/Cash (7.61%)

Market Cap Mix

Large Cap (63.83%)
Mid Cap (13.76%)
Small Cap (14.78%)

Top 5 sectors

Issuers
% Of Net Assets
Financial Services
27.82
Capital Goods
11.87
Consumer Services
9.95
Healthcare
9.88
Automobile and Auto Components
6.57

Issuers

Top 10 Issuers
% Of Net Assets
ICICI Bank Limited
9.08
HDFC Bank Limited
7.55
Bajaj Finance Limited
5.15
Bharti Airtel Limited
4.71
Eternal Limited
3.60
Krishna Institute Of Medical Sciences Limited
3.52
Bharat Electronics Limited
3.40
Mahindra & Mahindra Limited
3.37
Infosys Limited
3.25
UltraTech Cement Limited
3.15

IDCW

IDCW (₹ Per Unit)
NAV Per Unit
Record DateOptionIndividuals/HUFOthersCum IDCWEx IDCW
Mar 11, 2025Dividend0.9900.99017.52016.530
Mar 06, 2023Dividend1.2501.25013.99012.740
Mar 25, 2022Dividend1.2501.25015.99014.740
Disclaimer: Pursuant to payment of Distribution (of Income & Capital), the NAV of the above stated IDCW options of the scheme/plan would fall to the extent of payout and statutory levy, if any. Past performance may or may not be sustained in future. Face value of units is Rs. 10. IDCW means Income Distribution cum Capital Withdrawal.
IDCW History
Select Plan

Select Timeframe
07-07-2025
from date
07-10-2025
to date
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Investment Packs

FAQs on Axis Flexi Cap Fund

Axis Flexi Cap Fund is an open-ended equity mutual fund that invests across large-cap, mid-cap, and small-cap companies. It offers flexibility in choosing stocks from any market capitalization, aiming to balance growth and stability.

This fund is ideal for: 

  • Investors looking for diversified equity exposure.
  • Those unsure whether to invest in large, mid, or small companies.
  • Long-term wealth builders who prefer professional fund management.

No, there is no lock-in period. You can redeem your investment anytime (subject to applicable load, making it a liquid and flexible option.

  • SIP (Systematic Investment Plan): ₹100 per month. 
  • Lump Sum Investment: Rs. 100 and in multiples of Re. 1/- thereafter

Professional fund managers at Axis Mutual Fund actively manages the portfolio. They analyze market trends, company performance, and economic indicators to make informed investment decisions.

No, returns are market-linked and can fluctuate. While the fund aims for growth, it does not guarantee fixed returns.

While no equity fund is entirely risk-free, Axis Flexi Cap Fund mitigates risk by diversifying across different company sizes and sectors. It has a very high risk rating as per the riskometer.

The fund is actively managed, meaning the portfolio is reviewed and adjusted regularly based on market conditions and performance of underlying stocks.

Yes, you can redeem your investment at any time. The proceeds are typically credited within a few working days.

You can monitor your investment through: 

Absolutely! SIP is a great way to invest gradually and reduce the impact of market volatility. It’s especially helpful for beginners.

Yes, it’s designed for investors who want exposure to equities without needing to pick individual stocks. The fund manager handles the complexity for you.

You can begin by:

  • Visiting the Axis Mutual Fund website
  • Downloading the Axis Mutual Fund mobile app 
  • Consulting a financial advisor or distributor

FeatureMulti Cap FundFlexi Cap Fund
AllocationFixed across large, mid, and small caps (min 25% in each cap)Flexible across market caps
Equity ExposureMinimum 75%Minimum 65%
StrategyBalanced diversificationDynamic allocation based on market opportunities

Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.

Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. 

Axis Flexi Cap

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.