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Flexi Capregulargrowth📊 NIFTY 500 TRI

Axis Flexi Cap Fund - Regular Plan - Growth

Axis Mutual Fund

#27 of 38 (1Y)

₹25.9800

0.37 (-1.40%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹25.9800

0.37 (-1.40%)

29 May 2026

AMFI: 141927

Direct · Growth

₹₹28.9400

0.40 (-1.36%)

29 May 2026

AMFI: 141925

Regular · IDCW

₹₹16.2300

0.23 (-1.40%)

29 May 2026

AMFI: 141928

Direct · IDCW

₹₹17.9100

0.25 (-1.38%)

29 May 2026

AMFI: 141926

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.11%
1 Month-1.96%
3 Months-4.02%
6 Months-6.41%
1 Year-2.14%
3 Years (CAGR)+12.72%
5 Years (CAGR)+9.90%
10 Years (CAGR)
Since Inception (Nov 2017)+11.67%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.31%
3 Year SIP+5.69%
5 Year SIP+8.07%
Since Inception (Nov 2017)+11.13%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹51,000

Invested

₹83,927

Value today

11.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,598

Value today

11.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,10,000

Withdrawn

₹17,58,732

Corpus left

+₹12,68,732 net gain — withdrew ₹5,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹15,13,786

Value today

-2.9%

vs lumpsum

Direct lumpsum would have beaten STP by 2.9% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,77,564

Value today

2.8×

Multiple

Staying invested through that crash turned ₹1L into ₹2,77,564 — a 2.8× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 8 years

Expense ratio drag on your actual returns

Direct plan

₹81,829

Regular plan

₹77,487

Direct earns ₹4,342 more on a ₹48K investment1.13% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹12,577 Cr
Expense Ratio1.72%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date17 Nov 2017
AMFI Code141927

Risk Metrics

Trailing 1 year, annualised

-0.50

Sharpe Ratio

-0.05

Alpha

0.44

Beta

-0.47

Sortino

14.83%

Std Dev

-16.86%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Limited

INE090A01021

7.96%

ICICI Bank Limited

INE090A01021

7.58%

Bharti Airtel Limited

INE397D01024

4.63%

Bharti Airtel Limited

INE397D01024

4.46%

Bharat Electronics Limited

INE263A01024

4.14%

Bharat Electronics Limited

INE263A01024

4.05%

HDFC Bank Limited

INE040A01034

3.93%

Bajaj Finance Limited

INE296A01032

3.92%

Eternal Limited

INE758T01015

3.68%

Bajaj Finance Limited

INE296A01032

3.61%

Eternal Limited

INE758T01015

3.58%

State Bank of India

INE062A01020

3.58%

Axis Bank Limited

INE238A01034

3.37%

Axis Bank Limited

INE238A01034

3.35%

Infosys Limited

INE009A01021

3.30%

UltraTech Cement Limited

INE481G01011

3.00%

Krishna Institute Of Medical Sciences Limited

INE967H01025

2.96%

Apar Industries Limited

INE372A01015

2.95%

UltraTech Cement Limited

INE481G01011

2.95%

Krishna Institute Of Medical Sciences Limited

INE967H01025

2.89%

Infosys Limited

INE009A01021

2.84%

Mahindra & Mahindra Limited

INE101A01026

2.69%

Apar Industries Limited

INE372A01015

2.60%

HDFC Bank Limited

INE040A01034

2.56%

Mahindra & Mahindra Limited

INE101A01026

2.39%

CG Power and Industrial Solutions Limited

INE067A01029

2.19%

PB Fintech Limited

INE417T01026

2.09%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

2.02%

GE Vernova T&D India Limited

INE200A01026

1.93%

Mankind Pharma Limited

INE634S01028

1.93%

Cholamandalam Investment and Finance Company Ltd

INE121A01024

1.92%

InterGlobe Aviation Limited

INE646L01027

1.90%

Mankind Pharma Limited

INE634S01028

1.89%

InterGlobe Aviation Limited

INE646L01027

1.88%

Torrent Power Limited

INE813H01021

1.83%

PB Fintech Limited

INE417T01026

1.78%

State Bank of India

INE062A01020

1.78%

GE Vernova T&D India Limited

INE200A01026

1.73%

Sansera Engineering Limited

INE953O01021

1.60%

The Federal Bank Limited

INE171A01029

1.60%

The Federal Bank Limited

INE171A01029

1.59%

Titan Company Limited

INE280A01028

1.57%

Trent Limited

INE849A01020

1.55%

TVS Motor Company Limited

INE494B01023

1.52%

Torrent Power Limited

INE813H01021

1.51%

Cummins India Limited

INE298A01020

1.46%

Sansera Engineering Limited

INE953O01021

1.45%

The Indian Hotels Company Limited

INE053A01029

1.45%

Prestige Estates Projects Limited

INE811K01011

1.45%

TVS Motor Company Limited

INE494B01023

1.44%

Performance Comparison

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Investment Objective

Axis Flexi Cap Fund - Regular Plan - Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Axis Flexi Cap Fund - Regular Plan - Growth is a Flexi Cap mutual fund offered by Axis Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹12,577 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.72%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations