Axis Flexi Cap Fund
An open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks
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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.
Asset Allocation
The investment policies of the Scheme shall be as per SEBI (Mutual Funds) Regulations, 1996, and within the following guidelines. Under normal market circumstances, the investment range would be as follows:
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*Equity Related Instruments include convertible debentures, convertible preference shares, warrants carrying the right to obtain equity shares, equity derivatives and such other instruments as may be specified by the Board from time to time.
Benefit
# A diversified equity fund that invests in companies across market capitalisation.
# This flexi-cap mutual fund aims to offer investors an ideal mix of equities in an attempt to provide long-term returns while minimizing risks associated with market volatility.
# Constantly endeavours to invest in quality companies with high growth prospects with an aim to deliver risk-adjusted returns for investors.
# Investing in a flexi cap fund is less risky as compared to a pure mid-cap or a small cap fund as the fund manager has the leeway to capture the best available opportunities in the market at that time.
# Asset Class benefit - Equity as an asset class holds the potential to beat inflation and generate long-term wealth.
# Target Goals - Long-term goals such as children's education & their future, retirement or any other long-term growth that need a wealth creation plan.
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Investment Strategies
Inflexion point investing: Anchors for stock selection
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Investment Thesis
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Identifies company with
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Sustainable earnings growth potential
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Credible management
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Acceptable liquidity
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Inflexion Point Thesis
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Helps to determine ‘Why act now?’ It looks at
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Active Idea Generation
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Bottom-up stock picking
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Benchmark/Sector Agnostic
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All cap focus
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Portfolio Characteristics
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Market Share Gain Due to Competitive Advantage
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Industry Consolidation
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Sunrise Industry
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Improved management focus & Capital Allocation
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Regulatory & Policy Changes
Equity Investment Approach
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BENCHMARK INDEX
The performance of this Scheme is benchmarked against the S&P BSE 500 TRI. S&P BSE 500 TRI is a broad-based index and its composition broadly represents the Scheme’s investment universe.
Fund Manager
Hitesh Das is managing the fund since 03-Aug-2023. Mr Das is a PGDM, M.Tech, B.Tech. Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
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Shreyash Devalkar is managing the fund since 30-Oct-2017 Mr Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University. Prior to joining Axis Mutual Fund, he worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
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