Axis Large Cap Fund Growth

• Alpha 3.46%
• Beta 0.80
• Sharpe Ratio0.44
• Std Deviation 11.46%
• Tracking Error 7.49%

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large cap companies including derivatives. There is no assurance that the investment objective of the Scheme will be achieved.

The Axis Large Cap Fund Growth has an AUM of 34071.52 crores & has delivered CAGR of 10.87% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.57%. The minimum investment in Axis Large Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Consumer Financial Services.

Some of the similar funds are HDFC Large Cap Fund Growth, Aditya Birla Sun Life Large Cap Fund (Trigger Facility) - Growth, Aditya Birla Sun Life Large Cap Fund Growth, Mirae Asset Large Cap Fund Regular Growth, Axis Large Cap Fund Growth. Axis Large Cap Fund Growth has a sharpe ratio of 0.44 & a standard deviation of 11.46%.