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Axis Flexi Cap  IDCW-P

Axis Flexi Cap IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation18.9%
Sharpe Ratio-0.03
Beta0.98

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Energy & Infra4.25%
Utilities2.42%
Capital Goods21.31%
Technology7.11%
Financial Services31.92%
Consumers18.59%
Services14.39%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
ICICI Bank LtdFinancial Services7.85%
Clearing Corporation Of India LtdUtilities7.57%
Eternal LtdConsumers4.44%
Bajaj Finance LtdFinancial Services4.26%
Apar Industries LtdCapital Goods4.06%
Bharat Electronics LtdCapital Goods3.50%
State Bank of IndiaFinancial Services3.19%
Axis Bank LtdFinancial Services3.09%
Krishna Institute of Medical Sciences LtdServices2.94%
Mahindra & Mahindra LtdConsumers2.56%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

KN

Krishnaa N

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Team

27 years

Combined Team Experience

AUM

₹ 1,44,130 Cr

Assets Under Management

SR
Sachin Relekar
Co-Portfolio Manager

Mr. Sachin Relekar has experience of 25 years. Manages 18 funds at Axis Asset Management Company Limited with an AUM of approximately ₹15,690 Cr Holds a MMS degree.

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.83%

iconRegulatory & Tax Information

INF846K01B36
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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