Axis Large Cap Fund - Regular Plan - IDCW
Category: Equity: Large Cap
Launch Date: 05-01-2010
AUM:
₹ 32,486.58 Cr
Expense Ratio
1.58%
Benchmark
BSE 100 TRI
ISIN
INF846K01172
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Large Cap Fund - Regular Plan - IDCW | 9.39 | 11.61 | 7.77 |
| 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
18.05
Last change
0.1 (0.554%)
Fund Size (AUM)
₹ 32,486.58 Cr
Performance
11.05% (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
Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.79 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.32 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.57 |
| Clearing Corporation of India Ltd | 6.42 |
| INFOSYS LIMITED EQ FV RS 5 | 5.69 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 5.15 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.83 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.2 |
| Bajaj Finance Limited | 3.75 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.51 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.74 |
| Information Technology | 8.28 |
| Automobile and Auto Components | 7.24 |
| Oil, Gas & Consumable Fuels | 6.57 |
| Healthcare | 5.73 |
| Capital Goods | 5.19 |
| Construction | 5.15 |
| Telecommunication | 4.83 |
| Consumer Services | 4.62 |
| Consumer Durables | 2.69 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Large Cap Fund Reg IDCW | 7.77 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 0.0 |
| Groww Largecap Gr | 11.32 |
| Bandhan Large Cap Reg Gr | 12.7 |
| Nippon India Large Cap Fund Gr Gr | 17.31 |
| Kotak Large Cap Fund Gr | 12.87 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |
| BAJAJ FINSERV LARGE CAP FUND Reg Gr | 0.0 |
| HSBC Large Cap Gr | 11.57 |
| Invesco India Large Cap Gr | 13.65 |