Axis Flexi Cap Fund - Regular Plan - Growth
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Generated +2.1% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.83% is lower than category median (2.17%).
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.13% | +6.72% | -0.59% |
| 3 Months | +0.67% | +0.95% | -0.28% |
| 6 Months | +10.11% | +7.48% | +2.63% |
| 1 Year | +6.05% | +3.87% | +2.18% |
| 3 Years CAGR | +13.86% | +12.91% | +0.95% |
| 5 Years CAGR | +7.63% | +9.13% | -1.50% |
| 7 Years CAGR | +12.53% | +13.79% | -1.26% |
| Since Inception | +12.49% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Axis Flexi Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +8.25% | +3.55% | +4.70% |
| 2025 | +1.34% | +3.91% | -2.57% |
| 2024 | +22.32% | +18.52% | +3.80% |
| 2023 | +20.20% | +28.78% | -8.58% |
| 2022 | -8.71% | -1.11% | -7.60% |
| 2021 | +28.34% | +32.43% | -4.09% |
| 2020 | +19.29% | +14.34% | +4.95% |
| 2019 | +17.19% | +10.28% | +6.91% |
| 2018 | +7.09% | -7.49% | +14.58% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -15.45% | +13.54% | +8.54% | +68.81% | 80.8% | 29.5% |
| 3-Year Rolling | +6.91% | +14.54% | +14.06% | +26.51% | 100.0% | 9.1% |
| 5-Year Rolling | +5.87% | +13.51% | +13.59% | +21.15% | 100.0% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-12 | 2020-03-23 | -30.0% | 1 months | 8 months |
| 2021-10-14 | 2022-06-17 | -23.4% | 8 months | 18 months |
| 2024-09-26 | 2025-02-28 | -19.1% | 5 months | 17 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments - (65%-100%),Debt and Money Market Instruments - (0%-35%),Units issued by InvITs (0%-10%) | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 13,865 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Flexi Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Flexi Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Edelweiss Flexi Cap Fund | 5.8 | +14.33% | 2.15% | 99.3% | Rs 3,851 cr | Compare → |
| quant Flexi Cap Fund | 4.9 | +14.80% | 2.10% | 103.2% | Rs 7,681 cr | Compare → |
| WhiteOak Capital Flexi Cap Fund | 7.2 | +14.19% | 2.04% | 92.6% | Rs 10,304 cr | Compare → |
| Mirae Asset Flexi Cap Fund | 5.9 | +13.09% | 2.09% | 88.0% | Rs 4,777 cr | Compare → |
| Helios Flexi Cap Fund | 7.1 | - | 2.04% | 92.7% | Rs 9,920 cr | Compare → |
Frequently Asked Questions about Axis Flexi Cap Fund
What is the expense ratio of Axis Flexi Cap Fund?
Axis Flexi Cap Fund has a total expense ratio (TER) of 1.83% with a base expense ratio of 1.46%, compared to the Flexi Cap category median of 2.17%.
Who manages Axis Flexi Cap Fund?
Axis Flexi Cap Fund is managed by Sachin Relekar (tenure: 2.8 years since 2024-02-01).
What are the historical returns of Axis Flexi Cap Fund?
Axis Flexi Cap Fund delivered a 3-year CAGR of 13.86% and a 5-year CAGR of 7.63%. Its 1-year return stands at +6.05%.
How large is Axis Flexi Cap Fund?
Axis Flexi Cap Fund manages assets of Rs 13,865 cr, placing it in the 'stretched' size band relative to Flexi Cap peers.
How is Axis Flexi Cap Fund scored on MFIQ?
Axis Flexi Cap Fund holds an MFIQ Score of 5.5/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Flexi Cap Fund?
Axis Flexi Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.33% with a maximum historical drawdown of -30.04%.