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Axis Mutual Fund · Equity: Large and Mid Cap
Axis Large & Mid Cap Fund - Regular Plan - Growth
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.
EquityBenchmark · NIFTY Large Midcap 250 TRITER · 2.01%Inception · 10-10-2018
NAV
₹32.87
+1.28% · as of 14-05-2026
Since inception
17.05%
CAGR
Benchmark (inception)
15.53%
CAGR
Fund size
₹157 Cr
AUM
Expense ratio
2.01%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +17.05% CAGR vs benchmark +15.53%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.85%
Clearing Corporation of India Ltd4.69%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.63%
RELIANCE INDUSTRIES LIMITED EQ2.69%
STATE BANK OF INDIA EQ NEW RE. 1/-2.68%
TORRENT POWER LIMITED EQ NEW FV RS.10/-2.24%
Shriram Finance Limited2.22%
Multi Commodity Exchange of India Ltd2.00%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-1.97%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-1.88%
Sector allocation
Financial Services30.66%
Healthcare9.31%
Capital Goods9.24%
Automobile and Auto Components5.83%
Consumer Services5.46%
Information Technology5.43%
Telecommunication3.57%
Chemicals2.75%
Oil, Gas & Consumable Fuels2.69%
Consumer Durables2.49%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 17.1% p.a.₹10,000
10 years
Projected value
₹31,66,306
Invested: ₹12,00,000
Gained: ₹19,66,306
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
145112
ISIN (Growth)
INF846K01J79
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Motilal Oswal Large and MidCap Reg Gr
₹34.84
1Y
+11.3%
3Y
+24.9%
5Y
+21.5%
HSBC Large and Mid Cap Gr
₹28.04
1Y
+10.8%
3Y
+19.8%
5Y
+16.6%
Helios Large & Mid Cap Fund Reg Gr
₹10.78
1Y
+8.9%
3Y
+0.0%
5Y
+0.0%
Bandhan Large & Mid Cap Reg Gr
₹137.88
1Y
+8.0%
3Y
+22.6%
5Y
+19.1%
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr
₹99.25
1Y
+7.0%
3Y
+16.8%
5Y
+15.2%
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