Investment Objective and Approach

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.

Axis Flexi Cap Fund is an open-ended equity scheme investing across large-cap, mid-cap, & small-cap stocks for medium to long-term appreciation. The fund seeks to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. The scheme invests in Indian equities, foreign equities and related instruments and debt securities.

The fund follows a flexible approach to market capitalization, allowing it to invest across the entire spectrum of companies. The investment strategy focuses on identifying undervalued opportunities across different market segments to maximize capital appreciation over the long term.

Fund Managers

Jinesh Gopani and Shreyash Devalkar are the current fund managers of Axis Flexi Cap Fund. However, there has been a significant change in leadership recently.

Shreyash Devalkar - Currently serves as the Head of Equity at Axis Mutual Fund after being promoted in August 2023. Shreyash has been associated with Axis MF for seven years and manages funds like Axis Bluechip Fund, Axis Midcap Fund, Axis Small Cap Fund and Axis Flexi Cap Fund. Shreyash Devalkar is a Bachelor of Chemical Engineering degree from UDCT, Mumbai and an MMS in Finance from Jamnalal Bajaj Institute of Management Studies. Mr. Devalkar has served as the Senior Fund Manager of Axis Bank Mutual Fund investment schemes since 2016. Before joining the fund house, he was a part of the fund management team at BNP Paribas MF and IDFC MF. Overall, he has an experience of over two decades in the financial services industry.

Jinesh Gopani - Jinesh Gopani, Head- Equity at Axis Mutual Fund has quit the fund house after a 14-year long stint. Gopani will be starting his own venture in the asset management space. Jinesh Gopani has a combined experience of 13 years in capital markets. Out of that, he spent 4 years in managing equity funds. An MMS in Finance from Mumbai University, he has been the Fund Manager of Equities at Axis Asset Management Company Ltd. since 2011.

About the Fund House (AMC)

Axis Mutual Fund is the asset management arm of Axis Bank, one of India's leading private sector banks. Axis Mutual Funds offers a wide range of investment options to achieve your financial goals. The fund house has established itself as a prominent player in the Indian mutual fund industry with a comprehensive suite of investment products across equity, debt, and hybrid categories.

The AMC is known for its research-driven investment approach and has built a reputation for consistent fund performance across various market cycles. With a strong focus on risk management and investor education, Axis Mutual Fund continues to be a preferred choice for retail and institutional investors alike.

Should I Invest in Axis Flexi Cap Fund?

Axis Flexi Cap Fund could be suitable for investors looking for:

Key Investment Highlights:

- AUM of ₹13,083.62 Cr as of August 19, 2025

- Latest NAV is ₹29.75 (as of recent trading session)

- The fund has given a CAGR of 13.65% since inception

- Expense ratio of 0.71% (Direct Plan) as of August 19, 2025

Investment Considerations:

- Risk Profile: The fund is rated Very High risk, making it suitable for investors with high risk tolerance

- Investment Horizon: Ideal for medium to long-term investment goals (5+ years)

- Diversification: Offers exposure across market capitalizations providing portfolio diversification

- Flexibility: The flexi-cap nature allows fund managers to adapt to changing market conditions

Who Should Invest:

- Investors seeking long-term capital appreciation

- Those comfortable with high volatility and risk

- Investors looking for professional fund management across market caps

- Those wanting exposure to both established and emerging companies

Who Should Avoid:

- Conservative investors seeking stable returns

- Those with short-term investment horizons

- Investors uncomfortable with market volatility

Consider your risk tolerance, investment goals, and time horizon before investing. Consult with a financial advisor to determine if this fund aligns with your overall investment strategy.

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FAQs

What is today's NAV of Axis Flexi Cap Fund?

The latest NAV for Axis Flexi Cap Fund is ₹29.75. NAV is updated daily after market hours and may vary slightly between regular and direct plans.

What is the AUM of Axis Flexi Cap Fund?

The AUM (assets under management) of Axis Flexi Cap Fund is ₹13,083.62 Cr as of August 19, 2025. This represents the total market value of all assets managed by the fund.

What is the expense ratio of Axis Flexi Cap Fund?

The expense ratio of Axis Flexi Cap Fund is 0.71% as of August 19, 2025. This is the annual fee charged for fund management and administration.

What are the returns of Axis Flexi Cap Fund since inception?

Axis Flexi Cap Fund has given a CAGR return of 13.65% since inception. The scheme was launched on September 4, 2009.

What is the minimum SIP amount to invest in Axis Flexi Cap Fund?

Minimum SIP Investment is set to ₹100. This makes it accessible for small investors to start their investment journey through systematic investment plans.

How do I invest in Axis Flexi Cap Fund?

You can invest in Axis Flexi Cap Fund through Allvest's platform by completing KYC, choosing between regular or direct plans, and selecting SIP or lump sum investment options.

How to start a SIP in Axis Flexi Cap Fund?

To start a SIP through Allvest, log into your account, select Axis Flexi Cap Fund, choose SIP option, set amount (minimum ₹100) and frequency, then set up auto-debit mandate.

How do I automate an SIP in Axis Flexi Cap Fund?

SIP automation is done through bank mandate or auto-debit facility. Set up standing instructions with your bank or enable auto-debit through Allvest's platform for seamless monthly investments.

How can I withdraw/redeem my investment in Axis Flexi Cap Fund?

You can redeem your investment through Allvest's platform by submitting redemption request. Exit load of 1% applies for redemption within 12 months for units in excess of 10% of investment.