Axis Large Cap Fund - Regular Plan - IDCW

Fund House: Axis Mutual Fund

Category: Equity: Large Cap

Status: Open Ended Schemes

Launch Date: 05-01-2010

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: BSE 100 TRI

Total Assets: 33094.34 As on (29-08-2025)

Expense Ratio: 1.58% As on (31-08-2025)

Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017

NAV as on 07-10-2025

19.2

0.05

CAGR Since Inception

11.25%

BSE 100 TRI -0.03%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Large Cap Fund - Regular Plan - IDCW 0.55 10.93 13.1 11.07 11.25
Benchmark - - - - -
Equity: Large Cap 0.79 15.18 17.82 12.32 13.31

Funds Manager

Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N

RETURNS CALCULATORS for Axis Large Cap Fund - Regular Plan - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Large Cap Fund - Regular Plan - IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Large Cap Fund - Regular Plan - IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Large Cap Fund Reg IDCW 05-01-2010 0.55 13.09 10.93 13.1 11.07
Motilal Oswal Large Cap Reg Gr 06-02-2024 9.23 0.0 0.0 0.0 0.0
Nippon India Large Cap Fund Gr Gr 08-08-2007 4.62 18.17 19.71 24.76 14.58
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 3.68 18.88 0.0 0.0 0.0
ICICI Pru Large Cap Fund Gr 05-05-2008 3.23 18.82 18.76 21.53 14.47
Invesco India Large Cap Gr 21-08-2009 2.61 18.7 17.5 18.59 12.88
Mirae Asset Large Cap Gr 01-04-2008 2.52 13.73 13.39 16.47 13.26
CANARA ROBECO LARGE CAP FUND REG GR 05-08-2010 2.45 16.49 15.68 17.51 13.74
DSP Large Cap Fund Reg Gr 05-03-2003 2.14 19.06 18.38 18.28 11.87
Kotak Large Cap Fund Gr 29-12-1998 2.09 16.35 15.87 18.17 12.75

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Large Cap Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Large Cap Fund - Regular Plan - IDCW 12.82 0.4 -5.01 0.97 - -
Equity: Large Cap - - - - - -