Axis Large & Mid Cap Fund Regular Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹16,801.64 Cr
Expense Ratio
1.92%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
22 Oct 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.41% | -- |
| 3 Months | +6.86% | -- |
| 6 Months | +8.86% | -- |
| 1 Year | +6.05% | +6.05% |
| 2 Years | -- | +3.45% |
| 3 Years | +47.67% | +13.88% |
| 5 Years | +70.81% | +11.3% |
| Since Launch | +248.8% | +17.17% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 791.45 | 4.71 |
| HDFC Bank | 586.36 | 3.49 |
| Clearing Corporation Of India Ltd | 465.09 | 2.77 |
| Eternal | 416.05 | 2.48 |
| Sona Blw Precision Forgings | 410.01 | 2.44 |
| Federal Bank | 357.64 | 2.13 |
| Bharti Airtel | 343.79 | 2.05 |
| Shriram Finance | 334.96 | 1.99 |
| Reliance Industries | 327.13 | 1.95 |
| Divi's Laboratories | 306.43 | 1.82 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.66
Sharpe Ratio
14.15%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund Regular Growth | +11.24% | +21.39% | +17.59% |
| Invesco India Large&MidCap Fund Growth | +8.17% | +21.4% | +16.19% |
| Axis Large & Mid Cap Fund Regular Growth | +6.05% | +13.88% | +11.3% |
| Nippon India Vision Large & Mid Cap Fund - Growth | +0.46% | +13.42% | +12.55% |
| DSP Large & Mid Cap Fund Growth | -1.12% | +11.88% | +10.78% |
Results are calculated on CAGR basis
About Fund
To generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments both in India as well as overseas.There is no assurance that the investment objective of the Scheme will be achieved.
The Axis Large & Mid Cap Fund Regular Growth has an AUM of 16801.64 crores & has delivered CAGR of 11.30 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.92%. The minimum investment in Axis Large & Mid Cap Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Clearing Corporation Of India Ltd, Eternal.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Consumer Financial Services, Software & Programming.
Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, Invesco India Large&MidCap Fund Growth, Axis Large & Mid Cap Fund Regular Growth, Nippon India Vision Large & Mid Cap Fund - Growth, DSP Large & Mid Cap Fund Growth. Axis Large & Mid Cap Fund Regular Growth has a sharpe ratio of 0.66 & a standard deviation of 14.15%.
FAQs
According to the morning star rating Axis Large & Mid Cap Fund Regular Growth has a Medium risk & High return.
Axis Large & Mid Cap Fund Regular Growth is managed by Shreyash Devalkar,Hitesh Das,Mayank Hyanki,Krishnaa N.
The expense ratio of Axis Large & Mid Cap Fund Regular Growth is 1.92%.
The 5 year annualized return on Axis Large & Mid Cap Fund Regular Growth is 11.30% & it has generated 6.05% in the last 1 year.
The minimum investment in Axis Large & Mid Cap Fund Regular Growth is 100 Rs.
Axis Large & Mid Cap Fund Regular Growth has an AUM of 16801.64 crores.
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