Axis Flexi Cap Fund Regular Plan Growth

Published: 16-10-2025 14:55:39 PM

Investment Objective

Axis Flexi Cap Fund aims to generate long term capital appreciation by investing in a dynamic mix of equity and equity related instruments across market capitalizations.

Investment Strategy

• Axis Flexi Cap Fund allocates 50%-100% in large cap companies and 0-50% in mid and small cap companies. It invests in high conviction ideas with improved risk adjusted return characteristics.
• The fund prioritizes companies with strong corporate governance and capital allocation track records.
• It targets companies delivering optimal Return on Equity (ROE) and Return on Capital Employed (ROCE) over the medium to long term.
• It seeks investments with a strong margin of safety, remains selective across the investment universe and chooses spaces to create a gap with the benchmark.
• It follows a bottom-up approach for its stock selection process.
• It targets companies at key inflection points, such as market share gains, industry consolidation, or regulatory/policy changes, improved management focus & capital allocation and sunrise industry to capitalize on growth opportunities.

Who Should Invest

• Investors seeking diversification in their portfolio across various sectors and market capitalizations
• Those seeking to generate capital appreciation over the medium to long term and having a higher risk appetite for equities.
• Investors seeking to maximize investment returns through equity investments across large cap, mid cap and small caps.
• Those looking to build a corpus systematically through SIP (Systematic Investment Plan).