December 31, 2025
RA Jainee
Axis Flexi Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 29.38 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 19.17 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 13,276 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.71% |
| 1 Year Return (%) | 1.83 |
| 3 Year Return (%) | 15.14 |
| 5 Year Return (%) | 13.17 |
| 10 Year Return (%) | — |
| Return Since Launch | 14.21% |
⚖️ Sahifund Review – Axis Flexi Cap Fund
✓ PLUS: Stability, brand strength, disciplined investing
Axis Flexi Cap Fund follows a conservative and valuation-aware approach, focusing on quality businesses across market caps. The fund benefits from low portfolio churn, indicating patience and discipline in stock selection. A long operating history and strong AMC processes offer comfort to investors preferring stability over aggressive positioning.
⚖️ MINUS: Large AUM, persistent underperformance, momentum lag
With AUM above Rs. 13,000 crore, agility has reduced over time. Returns have consistently lagged the benchmark and category across 1-, 3- and 5-year periods, reflecting missed opportunities in mid- and small-cap rallies. Higher valuations and a large-cap tilt have further limited upside during bullish phases.
Sahifund Verdict:
Best suited for risk-averse long-term investors prioritising stability, but return-focused investors may find stronger flexi-cap alternatives elsewhere.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.
Fund Manager:
1) Sachin Relekar
Education: Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience: Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 20% of the investment, 1% will be charged for redemption within 12 months |
Basic Details of Axis Flexi Cap Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 20-Nov-17 |
| Return Since Launch | 14.21% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 13,276 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.71% |
| (As on 30-Nov-2025) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 16.00% |
Trailing Returns (%) of Axis Flexi Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Flexi Cap Dir | 2.16 | -0.47 | -2.46 | 0.48 | -1.74 | 1.83 | 15.14 | 13.17 | 14.93 | — |
| BSE 500 TRI | 6.76 | -0.41 | -1.04 | 4.16 | 0.76 | 6.41 | 15.99 | 16.72 | 15.76 | — |
| Equity: Flexi Cap | 4.17 | -0.44 | -1.39 | 3.26 | 0.36 | 3.74 | 17.41 | 17.06 | 15.90 | — |
| Rank within category | 66 | 74 | 96 | 101 | 82 | 66 | 56 | 49 | 27 | — |
| Number of funds in category | 95 | 114 | 113 | 110 | 101 | 94 | 72 | 55 | 42 | 35 |
Peer Comparison of Axis Flexi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Flexi Cap Dir | 2 star | 1.83 | 15.14 | 13.17 | 0.71 | 13,276 | 14.21 | 1.00 (360) | 8Y 1M | 16.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 8.09 | 22.89 | 20.65 | 0.63 | 1,29,783 | 19.52 | 2.00 (365) | 12Y 7M | 12.67 |
| HDFC Flexi Cap Dir | 5 star | 10.66 | 21.80 | 24.26 | 0.67 | 94,069 | 16.87 | 1.00 (365) | 12Y 11M | 12.51 |
| SBI Focused Dir | 4 star | 15.75 | 19.26 | 17.83 | 0.75 | 42,773 | 16.04 | 0.25 (30) | 12Y 11M | 37.00 |
| HDFC Focused Dir | 5 star | 10.63 | 22.13 | 25.53 | 0.62 | 26,230 | 15.74 | 1.00 (365) | 12Y 11M | 13.75 |
Portfolio Analysis of Axis Flexi Cap Fund
| No. of Stocks | 57 |
| Top 10 Stocks | 48.76% |
| Top 5 Stocks | 31.71% |
| Top 3 Sectors | 57.89% |
| Portfolio P/B Ratio | 5.55 |
| Portfolio P/E Ratio | 34.70 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,21,107 | 1,83,488 |
| Giant (%) | 58.81 | 49.57 |
| Large (%) | 20.95 | 21.41 |
| Mid (%) | 16.39 | 23.80 |
| Small (%) | 3.85 | 6.21 |
| Tiny (%) | — | 0.79 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://www.axismf.com/Online/Login OR https://www.axismf.com/mutual-funds
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