Axis Flexi Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl

Axis Flexi Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 17 November, 2017. The fund is managed by Krishnaa N, Sachin Relekar. The fund could potentially beat inflation in the long-run.

1. Axis Flexi Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has ₹12796 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Axis Flexi Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has given a CAGR return of 16.22% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.54%, 18.89% and 20.35% respectively.

Axis Flexi Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Tech, Communication, Real Estate, Utilities, Consumer Defensive, Corporate. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Bajaj Finance Ltd, Bharti Airtel Ltd, Eternal Ltd

As it is a flexi cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Flexi Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has no lock in period.