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-13.03%
Cat. Avg.-5.88%
2Y
Fund-8.32%
Cat. Avg.-2.45%
3Y
Fund-0.29%
Cat. Avg.8.35%
5Y
Fund-4.59%
Cat. Avg.6.72%
10Y
Fund1.48%
Cat. Avg.10.93%
SI
Fund3.17%
Cat. Avg.9.49%
Fund Facts
No available Data
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 | ICICI Bank Limited | 2976.38 | 9.63% |
| 2 | HDFC Bank Limited | 2429.18 | 7.86% |
| 3 | Larsen & Toubro Limited | 1538.34 | 4.98% |
| 4 | Bajaj Finance Limited | 1456.61 | 4.71% |
| 5 | Bharti Airtel Limited | 1439.98 | 4.66% |
| 6 | Reliance Industries Limited | 1165.81 | 3.77% |
| 7 | Axis Bank Limited | 1162.45 | 3.76% |
| 8 | Mahindra & Mahindra Limited | 1067.96 | 3.45% |
| 9 | Eternal Limited | 1064.26 | 3.44% |
| 10 | Kotak Mahindra Bank Limited | 936.59 | 3.03% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57734 | -3.8% | -7.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.6% | -6.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.67 L. | -7.4% | -5.1% |
| 5Y | 08 Nov, 21 | 3 L. | 2.83 L. | -5.5% | -2.3% |
| 10Y | 07 Nov, 16 | 6 L. | 6.06 L. | +1.0% | +0.2% |
| SI | 07 Jan, 10 | 10.10 L. | 11.87 L. | +17.6% | +1.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 86970 | -13.0% | -13.0% |
| 2Y | 16 Oct, 24 | 1 L. | 84049 | -16.0% | -8.3% |
| 3Y | 16 Oct, 23 | 1 L. | 99126 | -0.9% | -0.3% |
| 5Y | 18 Oct, 21 | 1 L. | 79126 | -20.9% | -4.6% |
| 10Y | 17 Oct, 16 | 1 L. | 1.17 L. | +17.2% | +1.6% |
| SI | 07 Jan, 10 | 1 L. | 1.69 L. | +68.8% | +3.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.