Axis Large & Mid Cap Fund - Regular Plan - Growth
Expense Ratio: 1.68
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 01-10-2018
Exit Load: Nil
Fund Size:₹15,692.81 Cr
Performance
1Y
Fund5.26%
Cat. Avg.2.13%
2Y
Fund4.28%
Cat. Avg.2.53%
3Y
Fund14.94%
Cat. Avg.14.97%
5Y
Fund12.48%
Cat. Avg.13.52%
10Y
FundN/A
Cat. Avg.13.99%
SI
Fund17.34%
Cat. Avg.11.95%
Fund Facts
Manager(s)
Ms. Krishnaa N
Beta
0.82
Std Dev
12.28%
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 | 758.25 | 4.60% |
| 2 | HDFC Bank Limited | 713.16 | 4.33% |
| 3 | Shriram Finance Limited | 414.00 | 2.51% |
| 4 | Eternal Limited | 363.98 | 2.21% |
| 5 | BSE Limited | 361.92 | 2.20% |
| 6 | GE Vernova T&D India Limited | 355.47 | 2.16% |
| 7 | Larsen & Toubro Limited | 337.53 | 2.05% |
| 8 | Apar Industries Limited | 329.07 | 2.00% |
| 9 | The Federal Bank Limited | 328.94 | 2.00% |
| 10 | Axis Bank Limited | 323.75 | 1.97% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63020 | +5.0% | +10.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.29 L. | +7.6% | +7.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.09 L. | +15.9% | +10.2% |
| 5Y | 09 Aug, 21 | 3 L. | 4.14 L. | +38.1% | +13.2% |
| SI | 09 Nov, 18 | 4.65 L. | 8.88 L. | +91.1% | +16.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.05 L. | +5.3% | +5.3% |
| 2Y | 18 Jul, 24 | 1 L. | 1.10 L. | +9.6% | +4.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.52 L. | +51.9% | +14.9% |
| 5Y | 19 Jul, 21 | 1 L. | 1.80 L. | +80.1% | +12.5% |
| SI | 26 Oct, 18 | 1 L. | 3.44 L. | +244.1% | +17.3% |
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.