Why Invest in Equity Funds?
Overview
Benefits
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.
Long-term goals such as children's education & their future, retirement or any other long term growth that need wealth creation plan.
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.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10 % of investments | Nil |
| For remaining investments | 1% |
| If redeemed / switched - out after 12 months | |
| From the date of allotment | NIL |
Minimum Investment
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.
Fund Manager
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Flexi Cap Fund - Direct Growth as of February 28, 2026
| NIFTY 500 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | Nifty 500 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | Nifty 500 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2017-11-20 | 13.90% | 13.05% | 12.74% | 29,370 | 27,597 | 26,977 |
| 5 Years | 12.72% | 14.86% | 12.93% | 18,208 | 20,006 | 18,379 |
| 3 Years | 17.21% | 17.97% | 14.64% | 16,102 | 16,420 | 15,066 |
| 1 Year | 18.63% | 17.68% | 15.12% | 11,857 | 11,762 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 20 Nov 2017 | 10,00,000 | 17,03,245.48 | 12.45% | 14.92% | 13.42% | 18,95,927.32 | 17,76,519.86 |
| 5 Years | 6,00,000 | 7,76,473.55 | 10.28% | 12.71% | 11.04% | 8,24,630.95 | 7,91,191.81 |
| 3 Years | 3,60,000 | 4,17,296.11 | 9.88% | 10.47% | 9.28% | 4,20,896.52 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,22,581.64 | 4.07% | 5.49% | 4.67% | 1,23,472.27 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| ICICI Bank Limited | 9.31 |
| HDFC Bank Limited | 5.85 |
| Bharti Airtel Limited | 4.33 |
| Bharat Electronics Limited | 4.07 |
| Bajaj Finance Limited | 3.43 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2025-03-11 | Dividend | 0.99 | 0.99 | 17.52 | 16.53 |
| 2023-03-06 | Dividend | 1.25 | 1.25 | 13.99 | 12.74 |
| 2022-03-25 | Dividend | 1.25 | 1.25 | 15.99 | 14.74 |
Outlook
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Frequently asked questions
FeatureMulti Cap FundFlexi Cap FundAllocationFixed across large, mid, and small caps (min 25% in each cap)Flexible across market capsEquity ExposureMinimum 75%Minimum 65%StrategyBalanced diversificationDynamic allocation based on market opportunitiesMarket 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. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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.
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.
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.
You can begin by:Visiting the Axis Mutual Fund websiteDownloading the Axis Mutual Fund mobile app Consulting a financial advisor or distributor
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.
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.
No, returns are market-linked and can fluctuate. While the fund aims for growth, it does not guarantee fixed returns.
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: Axis Mutual Fund mobile app Axis Mutual Fund website Email and SMS updates
Absolutely! SIP is a great way to invest gradually and reduce the impact of market volatility. It’s especially helpful for beginners.
The fund is actively managed, meaning the portfolio is reviewed and adjusted regularly based on market conditions and performance of underlying stocks.
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