Investment 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.

Fund House

Axis Mutual Fund

Return Since Launch

Launch Date

Oct 30, 2017

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.22 vs NA

Fund Vs Category Avg

Beta

0.93 vs NA

Fund Vs Category Avg

Sharpe Ratio

0.54 vs NA

Fund Vs Category Avg

Portfolio Turnover Ratio

20.00 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
ICICI Bank Ltd.	9.08	Banks	Equity
HDFC Bank Ltd.	7.55	Banks	Equity
Bajaj Finance Ltd.	5.15	Finance	Equity
Bharti Airtel Ltd.	4.71	Telecommunications	Equity
Eternal Ltd.	3.60	Service	Equity
Krishna Institute of Medical Sciences Ltd.	3.52	Pharmaceuticals and health care	Equity
Bharat Electronics Ltd.	3.40	Engineering	Equity
Mahindra & Mahindra Ltd.	3.37	Automobiles	Equity
Infosys Ltd.	3.25	Information Technology	Equity
UltraTech Cement Ltd.	3.15	Cement	Equity

View All

Sep 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.91	1.45	3.15	12.22	16.33	10.06	11.70	NA	9.00
Category Average (%)	-0.60	1.47	2.70	10.50	-2.99	13.73	12.68	NA	15.60
Rank within Category	161	117	45	39	136	137	110	NA	158

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Flexi Cap Fund	97.59	81,936	0.04	2.31	4.23	11.81	-3.42	14.35	19.64	6.56	19.59	0.70
Kotak Flexicap Fund	59.02	53,626	-0.51	1.61	1.17	12.07	1.35	18.58	20.19	11.55	15.01	0.59
UTI Flexi Cap Fund	236.26	25,509	-0.99	0.98	2.47	10.34	-1.77	11.98	16.50	11.20	28.20	1.00
Aditya Birla Sun Life Flexi Cap Fund	234.99	22,962	-0.64	1.24	2.18	10.93	-7.58	11.01	15.75	8.64	28.14	0.86
SBI Flexicap Fund	61.65	22,011	-0.12	1.73	3.04	9.54	-3.44	14.39	20.16	9.61	15.38	0.85
Franklin India Flexi Cap Fund	76.24	18,727	-0.51	0.54	0.63	8.53	-10.04	12.28	18.16	7.52	17.29	0.89
ICICI Prudential Flexicap Fund	19.05	18,173	0.11	3.87	8.42	17.30	-7.48	18.02	NA	NA	16.66	0.78
Motilal Oswal Flexi Cap Fund	37.22	13,679	-1.47	1.65	2.82	5.05	-6.51	14.95	11.21	7.80	12.21	0.86
Canara Robeco Flexi Cap Fund	97.07	13,301	-0.51	1.02	3.17	12.60	-5.16	13.17	14.38	9.16	19.54	0.54
Axis Flexi Cap Fund	19.65	12,796	-0.91	1.45	3.15	12.22	-6.61	10.06	11.70	NA	9.00	0.72

View All

Sep 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,670 (-6.61%)

Fund Manager

Sachin Relekar

Mr. Sachin holds MMS and BE (Mechanical). He has been working with Tata AMC since September 07 as Deputy Fund Manager. Prior the this, he worked with CD Equity Search as Equity Research Analyst and has experience in areas of Management Consultancy, Business Development.

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Here is the list of funds managed by Sachin Relekar

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Flexi Cap Fund	Equity - Flexi Cap	19.65	12,796	-6.61	11.70
Axis Focused Fund	Equity - Focused	35.96	12,286	-10.79	5.48
Axis Services Opportunities Fund	Equity - Sectoral/Thematic	10.10	1,992	NA	NA

Sep 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	55.74	34,528	-0.80	0.63	2.21	8.58	-10.76	6.27	9.46	7.59	14.45	0.81
Axis Large Cap Fund	27.63	32,954	-0.65	0.91	2.37	8.01	-7.75	8.34	11.16	6.38	8.31	0.71
Axis Midcap Fund	56.64	31,056	-0.96	0.46	2.63	14.17	-9.56	9.65	13.31	8.68	14.59	0.56
Axis Small Cap Fund	54.94	25,569	-0.74	1.27	2.48	12.47	-10.01	10.26	17.77	10.80	15.52	0.57
Axis Large & Mid Cap Fund	26.49	14,711	-0.71	1.15	3.40	11.87	-7.96	11.91	16.26	NA	15.13	0.61
Axis Flexi Cap Fund	19.65	12,796	-0.91	1.45	3.15	12.22	-6.61	10.06	11.70	NA	9.00	0.72

Sep 23, 2025

Axis Flexi Cap Fund - Direct Plan - IDCW

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Asset Allocation

Sector Allocation