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).