Axis Large Cap Fund - Regular Plan - IDCW
Category: Equity: Large Cap
Launch Date: 05-01-2010
AUM:
₹ 31,343.4 Cr
Expense Ratio
1.77%
Benchmark
BSE 100 TRI
ISIN
INF846K01172
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Shreyash Devalkar, Jayesh Sundar, Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Large Cap Fund - Regular Plan - IDCW | -7.89 | 5.56 | 2.75 |
| Benchmark | - | - | - |
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
16.46
Last change
-0.25 (-1.5188%)
Fund Size (AUM)
₹ 31,343.4 Cr
Performance
10.0% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Shreyash Devalkar, Jayesh Sundar, Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.52 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.03 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.87 |
| Bajaj Finance Limited | 4.87 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.99 |
| ZOMATO LIMITED EQ | 3.99 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.47 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.4 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.19 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 3.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.47 |
| Healthcare | 11.18 |
| Automobile and Auto Components | 9.16 |
| Consumer Services | 7.18 |
| Information Technology | 5.19 |
| Telecommunication | 4.87 |
| Oil, Gas & Consumable Fuels | 3.47 |
| Fast Moving Consumer Goods | 3.42 |
| Construction | 3.4 |
| Consumer Durables | 3.38 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Large Cap Fund Reg IDCW | 2.75 |