Axis Large & Mid Cap Fund - Regular Plan - IDCW

Fund House: Axis Mutual Fund

Category: Equity: Large and Mid Cap

Status: Open Ended Schemes

Launch Date: 15-10-2018

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: NIFTY Large Midcap 250 TRI

Total Assets: 14742.48 As on (29-08-2025)

Expense Ratio: 1.69% As on (31-08-2025)

Turn over: 81.00% | Exit Load: If redeemed / switched-out on or before 12 months from the date of allotment, For 10% of investments: Nil on FIFO basis. For remaining investments: 1%. effective 22/10/2018

NAV as on 07-10-2025

20.78

0.06

CAGR Since Inception

18.09%

NIFTY Large Midcap 250 TRI 16.03%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Large & Mid Cap Fund - Regular Plan - IDCW 1.69 17.05 20.79 - 18.09
NIFTY LARGE MIDCAP 250 TRI 1.93 18.8 23.14 15.91 16.03
Equity: Large and Mid Cap -0.69 18.19 21.84 14.52 13.97

Funds Manager

Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Large & Mid 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 & Mid Cap Fund Reg IDCW 15-10-2018 1.69 18.08 17.05 20.79 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 5.5 28.56 24.45 22.99 15.91
SBI Large & MidCap Reg Gr 28-02-1993 3.75 17.64 16.78 23.31 14.83
PGIM India Large and Mid Cap Reg Gr 12-02-2024 3.71 0.0 0.0 0.0 0.0
ICICI Pru Large & MidCap Gr 09-07-1998 3.47 22.25 21.53 27.25 16.19
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 3.13 0.0 0.0 0.0 0.0
Motilal Oswal Large and MidCap Reg Gr 01-10-2019 2.94 27.45 27.83 28.15 0.0
Axis Large & Mid Cap Fund Reg Gr 10-10-2018 2.2 18.66 17.92 21.7 0.0
Nippon India Vision Gr Gr 05-10-1995 1.77 21.89 20.92 23.4 13.22
Kotak Large & Midcap Fund Gr Reg 05-09-2004 0.8 18.53 19.15 21.8 15.39

Asset Allocation (%)

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Large & Mid Cap Fund - Regular Plan - IDCW 14.31 0.92 2.41 0.92 - -
Equity: Large and Mid Cap - - - - - -