Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Axis Large Mid Cap Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Large & Mid Cap Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Large Mid Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,032.48 +3.25%
Two Week 2026-10-19 ₹1,000.00 ₹1,022.24 +2.22%
One Month 2026-10-05 ₹1,000.00 ₹1,011.60 +1.16%
Three Months 2026-08-05 ₹3,000.00 ₹2,944.27 -1.86%
Six Months 2026-05-07 ₹6,000.00 ₹5,987.78 -0.20%
One Year 2025-11-03 ₹12,000.00 ₹12,295.90 +2.47%
Three Year 2023-11-06 ₹36,000.00 ₹39,781.14 +10.50%
Five Year 2021-11-08 ₹60,000.00 ₹80,007.42 +33.35%
Since Inception 2018-10-22 ₹98,000.00 ₹183,261.44 +87.00%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 15.79%
Electrical Equipment 8.07%
Auto Components 7.24%
Pharmaceuticals & Biotechnology 6.89%
Retailing 5.66%
Finance 5.45%
Other 4.40%
Automobiles 3.78%
Capital Markets 3.71%
Telecom - Services 3.49%
IT - Software 3.27%
Beverages 3.14%
Consumer Durables 3.14%
Chemicals & Petrochemicals 2.98%
Healthcare Services 2.78%
Industrial Products 2.28%
Petroleum Products 2.19%
Leisure Services 1.84%
Construction 1.68%
Semiconductors 1.41%
Interactive Media & Services 1.35%
Realty 1.16%
Transport Services 0.99%
Textiles & Apparels 0.91%
Cement & Cement Products 0.83%
Aerospace & Defense 0.75%
Financial Technology (Fintech) 0.69%
Power 0.54%
Agricultural Food & Other Products 0.43%
Fertilizers & Agrochemicals 0.42%
Pharmaceuticals 0.40%
Apparel Retail 0.38%
Systems Software 0.33%
Transaction & Payment Processing Services 0.33%
Industrial Machinery & Supplies & Components 0.30%
Soft Drinks & Non-alcoholic Beverages 0.18%
Sovereign 0.18%
Communications Equipment 0.17%
Semiconductor Materials & Equipment 0.14%
Automotive Retail 0.12%
Passenger Ground Transportation 0.10%
Industrial Manufacturing 0.07%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Limited 4.43%
HDFC Bank Limited 3.38%
Divi's Laboratories Limited 2.76%
Eternal Limited 2.68%
Sona BLW Precision Forgings Limited 2.44%
Bharti Airtel Limited 2.28%
Reliance Industries Limited 2.19%
Axis Bank Limited 2.03%
Multi Commodity Exchange of India Limited 2.01%
GE Vernova T&D India Limited 1.92%
Apar Industries Limited 1.79%
Larsen & Toubro Limited 1.68%
Bharat Heavy Electricals Limited 1.67%
Samvardhana Motherson International Limited 1.60%
Shriram Finance Limited 1.54%
Coforge Limited 1.45%
Fortis Healthcare Limited 1.42%
Minda Corporation Limited 1.41%
IndusInd Bank Limited 1.37%
Sun Pharmaceutical Industries Limited 1.33%
BSE Limited 1.30%
RBL Bank Limited 1.29%
Bajaj Finance Limited 1.28%
Radico Khaitan Limited 1.27%
Mahindra & Mahindra Limited 1.25%
The Federal Bank Limited 1.24%
Indus Towers Limited 1.21%
The Phoenix Mills Limited 1.16%
TD Power Systems Limited 1.13%
State Bank of India 1.12%
The Indian Hotels Company Limited 1.09%
Solar Industries India Limited 1.09%
Ather Energy Limited 1.02%
SRF Limited 1.01%
InterGlobe Aviation Limited 0.99%
TVS Motor Company Limited 0.98%
Varun Beverages Limited 0.95%
Gland Pharma Limited 0.95%
FSN E-Commerce Ventures Limited 0.93%
AU Small Finance Bank Limited 0.93%
United Spirits Limited 0.92%
Page Industries Limited 0.91%
Titan Company Limited 0.89%
Pidilite Industries Limited 0.88%
Cholamandalam Investment and Finance Company Ltd 0.87%
Torrent Pharmaceuticals Limited 0.83%
UltraTech Cement Limited 0.83%
Premier Energies Limited 0.82%
Mphasis Limited 0.80%
Swiggy Limited 0.80%
UNO Minda Limited 0.77%
Supreme Industries Limited 0.74%
Cummins India Limited 0.73%
Sundaram Finance Limited 0.73%
Lenskart Solutions Limited 0.71%
PB Fintech Limited 0.69%
Amber Enterprises India Limited 0.67%
Schaeffler India Limited 0.64%
Mahindra & Mahindra Financial Services Limited 0.63%
Bharat Electronics Limited 0.59%
Berger Paints (I) Limited 0.59%
Tech Mahindra Limited 0.56%
Anthem Biosciences Limited 0.56%
Kirloskar Oil Engines Limited 0.55%
Torrent Power Limited 0.54%
Vishal Mega Mart Limited 0.54%
Blue Star Limited 0.53%
Maruti Suzuki India Limited 0.53%
Vijaya Diagnostic Centre Limited 0.53%
Apollo Hospitals Enterprise Limited 0.46%
Voltas Limited 0.46%
Glenmark Pharmaceuticals Limited 0.46%
Persistent Systems Limited 0.46%
Marico Limited 0.43%
ITC Hotels Limited 0.43%
Coromandel International Limited 0.42%
Triveni Turbine Limited 0.41%
Billionbrains Garage Ventures Ltd 0.40%
Tata Capital Limited 0.40%
Bharat Forge Limited 0.38%
Manipal Health Enterprises Ltd 0.37%
CG Power and Industrial Solutions Limited 0.33%
Jubilant Foodworks Limited 0.32%
KEI Industries Limited 0.26%
Cyient Dlm Ltd 0.16%
Aditya Infotech Limited 0.05%
Indo-MIM Limited 0.02%
Alphabet Inc A 1.05%
Nvidia Corp Com 0.71%
Taiwan Semiconductor Sp ADR 0.70%
Astrazeneca PLC 0.40%
TJX ORD 0.38%
Microsoft Corp 0.33%
Visa Inc 0.33%
Meta Platforms Registered Shares A 0.30%
Parker-Hannifin Corp 0.30%
Coca Cola Co. 0.18%
Arista Networks Inc 0.17%
KLA Corporation 0.14%
Autozone Inc 0.12%
Uber Technologies Inc 0.10%
91 Days Tbill (MD 15/10/2026) 0.18%
iShares VII PLC - iShares NASDAQ 100 UCITS ETF 0.80%
ISHARES CORE S&P 500 (USD) UCITS ETF 0.67%
Clearing Corporation of India Ltd 2.53%
Net Receivables / (Payables) 0.40%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.80%
Return volatility
β
Beta
0.87
Benchmark sensitivity
S
Sharpe Ratio
-0.54
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Qsif Equity Long-Short Fund - Regular Plan - Growth 8.21% 0.00% 9.41%
Quant Large And Mid Cap Fund - Regular Plan - Growth 5.60% 13.75% 13.41%
HSBC Large & Mid Cap Fund - Regular Plan - Growth 4.16% 15.86% 14.94%
Invesco India Large & Mid Cap Fund - Regular Plan - Growth 3.18% 20.19% 13.09%
Motilal Oswal Large And Midcap Fund - Regular Plan - Growth 1.67% 19.84% 19.84%
Bank Of India Large And Mid Cap Fund - Regular Plan - Growth 1.02% 12.92% 13.65%
Union Large And Midcap Fund - Regular Plan - Growth 0.46% 11.49% 15.12%
Bank Of India Large And Mid Cap Fund - Regular Plan - Growth 0.31% 12.13% 13.00%
Diviniti Equity Long Short Fund - Regular Plan - Growth 0.00% 0.00% -13.76%
Qsif Equity Ex-Top 100 Long-Short Fund - Regular Plan - Growth 0.00% 0.00% 12.84%

Returns are historical and do not guarantee future performance.

View All Equity Large Mid Cap Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments both in India as well as overseas.There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.88%
Expense Ratio (Direct)
0.83%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY Large Midcap 250 TRI

Exit Load

Charges that may apply when you redeem units

N/A
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?