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Axis Flexi Cap Fund - Direct Plan

The Axis Multicap Fund is an open-ended equity mutual fund that invests in a highly diversified portfolio across market capitalizations and market sectors. The fund seeks to provide its investors with long-term capital appreciation by continuously seeking out new opportunities across market sectors and capitalizations. As this is a relatively new fund that was launched in November 2017 it is difficult to determine its long-term performance. The fund has outperformed both its benchmark and category over short investment horizons of less than 1 year but can provide investors considerable capital appreciation over longer investment cycles of 3 years or more. The Axis Multicap Fund is suited to investors who have high risk tolerance and are seeking capital appreciation through an actively managed, highly diversified fund.

Fund Info

Scheme Class	Equity
Scheme Category	Flexi Cap
Expense Ratio	0.72%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 11,060
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 100

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Portfolio Info

The Axis Multicap Fund invests predominantly in stocks of large-cap companies with an asset allocation of approximately 80% to this market segment. The fund invests marginally in mid-cap and small-cap equity stocks to the tune of approximately 5%, the remainder is allocated towards debt and other money market instruments to provide the fund with good liquidity. Presently, the fund invests heavily in the Finance, Technology, FMCG and Chemical sectors of the Indian economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	9
HDFC Bank Ltd	Equity	9
Bajaj Finance Ltd	Equity	9
Avenue Supermarts Ltd	Equity	6
Infosys Ltd	Equity	4
Tata Consultancy Services Ltd Shs Dematerialised	Equity	4
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	3
Mahindra & Mahindra Ltd	Equity	3
UltraTech Cement Ltd	Equity	2
Larsen & Toubro Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	3
Bond - Gov't Treasury	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	34
Consumer Cyclical	15
Basic Materials	10
Consumer Defensive	8
Industrials	8

Fund Manager

Shreyash Devalkar

5+ years of experience

Hitesh Das

0+ years of experience

Vinayak Jayanath

0+ years of experience

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.

Suitability

This product is suitable for investors who are seeking

• Capital appreciation over medium to long term.

• Investment in a diversified portfolio consisting of equity and equity related instruments across market capitalization.

Axis Asset Mutual Fund

AUM₹89,720 Cr

About

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m