Axis Large Cap Fund - Regular Plan - IDCW
Expense Ratio: 1.57
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Regular
Benchmark: BSE 100 TRI
Inception: 11-11-2009
Exit Load: Nil
Fund Size:₹33,769.36 Cr
Performance
1Y
Fund-8.78%
Cat. Avg.-1.51%
2Y
Fund-6.05%
Cat. Avg.0.91%
3Y
Fund0.91%
Cat. Avg.11.13%
5Y
Fund-1.29%
Cat. Avg.10.56%
10Y
Fund1.89%
Cat. Avg.12.03%
SI
Fund3.38%
Cat. Avg.10.39%
Fund Facts
Manager(s)
Ms. Krishnaa N
Beta
0.91
Std Dev
11.46%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | 2603.82 | 9.08% |
| 2 | ICICI Bank Limited | 2533.85 | 8.84% |
| 3 | HDFC Bank Limited | 2210.75 | 7.71% |
| 4 | Reliance Industries Limited | 1457.36 | 5.08% |
| 5 | Infosys Limited | 1379.09 | 4.81% |
| 6 | Bharti Airtel Limited | 1356.69 | 4.73% |
| 7 | Larsen & Toubro Limited | 1253.56 | 4.37% |
| 8 | State Bank of India | 1191.22 | 4.16% |
| 9 | Mahindra & Mahindra Limited | 1006.92 | 3.51% |
| 10 | Kotak Mahindra Bank Limited | 995.31 | 3.47% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57901 | -3.5% | -7.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.13 L. | -5.8% | -6.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.71 L. | -4.8% | -3.3% |
| 5Y | 09 Aug, 21 | 3 L. | 2.89 L. | -3.8% | -1.5% |
| 10Y | 08 Aug, 16 | 6 L. | 6.24 L. | +4.0% | +0.8% |
| SI | 07 Jan, 10 | 9.95 L. | 12.03 L. | +20.9% | +2.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 91223 | -8.8% | -8.8% |
| 2Y | 15 Jul, 24 | 1 L. | 88271 | -11.7% | -6.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.02 L. | +2.5% | +0.8% |
| 5Y | 15 Jul, 21 | 1 L. | 93720 | -6.3% | -1.3% |
| 10Y | 15 Jul, 16 | 1 L. | 1.21 L. | +20.6% | +1.9% |
| SI | 07 Jan, 10 | 1 L. | 1.73 L. | +73.2% | +3.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.