Axis Large & Mid Cap Fund - Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 10-10-2018
AUM:
₹ 13,799.22 Cr
Expense Ratio
1.68%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF846K01J79
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 4.52 | 21.67 | 24.0 |
| NIFTY LARGE MIDCAP 250 TRI | 6.28 | 22.75 | 27.17 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
31.88
Last change
-0.17 (-0.5332%)
Fund Size (AUM)
₹ 13,799.22 Cr
Performance
19.07% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.51 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.87 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.68 |
| TORRENT POWER LIMITED EQ NEW FV RS.10/- | 3.27 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.77 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.14 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 2.08 |
| Clearing Corporation of India Ltd | 2.02 |
| NIFTY June 2025 Future | 2.01 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 1.87 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.25 |
| N/A | 10.43 |
| Capital Goods | 10.34 |
| Healthcare | 8.24 |
| Consumer Services | 6.67 |
| Information Technology | 5.81 |
| Chemicals | 5.61 |
| Automobile and Auto Components | 4.13 |
| Oil, Gas & Consumable Fuels | 3.68 |
| Fast Moving Consumer Goods | 3.36 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Large & Mid Cap Fund Reg Gr | 24.0 |
| Motilal Oswal Large and MidCap Reg Gr | 30.75 |
| Invesco India Large and Mid Cap Gr | 26.47 |
| Franklin India Equity Advtg Gr | 25.39 |
| ICICI Pru Large & MidCap Gr | 29.83 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| UTI Large & Mid Cap Fund Reg Gr | 28.78 |
| Bandhan Large & Mid Cap Reg Gr | 29.13 |
| SBI Large & MidCap Reg Gr | 25.93 |