Compare Axis Flexi Cap Fund vs JM Flexicap Fund
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.72 | 1.81 |
NAV | ₹25.11 | ₹100.32 |
Fund Started | 30 Oct 2017 | 31 Jul 2008 |
Fund Size | ₹12666.25 Cr | ₹4721.61 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 30 days. |
Returns
1 Year | 28.79% | 42.64% |
3 Year | 7.59% | 22.81% |
5 Year | 14.79% | 23.41% |
Holding Analysis
Equity | 94.22% | 97.40% |
Cash | 2.11% | 2.60% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Vinayak Jayanath | Satish Ramanathan |
Start Date | 17 Jan 2023 | 01 Oct 2024 |
About Fund
Description | 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. | The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile. |
Launch Date | 30 Oct 2017 | 31 Jul 2008 |
