Axis Mutual Fund
Flexi Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 Multicap TRI
Axis Flexi Cap Fund - Direct Plan - Growth is an open-ended flexi cap scheme managed by Axis Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +4.4% | +3.3% | +1.1% |
| 3 Years | +13.2% | +11.5% | +1.7% |
| Since inception | +14.1% | +12.3% | +1.8% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
10.7%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.89
Category avg beta 0.96.
Sharpe (risk-adjusted)
0.76
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-20.2%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+0.2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| ICICI Bank Ltd. | Financial Services | 12.5% |
| Infosys Ltd. | Information Technology | 7.4% |
| Tata Consultancy Services Ltd. | Information Technology | 14.5% |
| Larsen & Toubro Ltd. | Construction | 10.5% |
| Bharti Airtel Ltd. | Telecommunication | 13.4% |
| Axis Bank Ltd. | Financial Services | 6.7% |
| Kotak Mahindra Bank Ltd. | Financial Services | 10% |
| ITC Ltd. | Consumer Staples | 14.5% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2023
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
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Flexi Cap
Axis Flexi Cap Fund - Direct Plan - Growth
Research-only · No transactions