Axis Large Cap Fund - Regular Plan - Growth
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-0.60%
Cat. Avg.-0.36%
2Y
Fund0.73%
Cat. Avg.0.76%
3Y
Fund8.20%
Cat. Avg.10.07%
5Y
Fund7.40%
Cat. Avg.10.69%
10Y
Fund11.60%
Cat. Avg.11.69%
SI
Fund11.37%
Cat. Avg.10.34%
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 | 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 Aug, 25 | 60000 | 60272 | +0.5% | +0.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.3% | +1.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.92 L. | +6.6% | +4.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.55 L. | +18.5% | +6.8% |
| 10Y | 08 Aug, 16 | 6 L. | 10.24 L. | +70.7% | +10.4% |
| SI | 07 Jan, 10 | 9.95 L. | 28.52 L. | +186.6% | +11.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98730 | -1.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.01 L. | +1.3% | +0.6% |
| 3Y | 20 Jul, 23 | 1 L. | 1.27 L. | +26.7% | +8.2% |
| 5Y | 20 Jul, 21 | 1 L. | 1.43 L. | +42.9% | +7.4% |
| 10Y | 20 Jul, 16 | 1 L. | 3.00 L. | +199.6% | +11.6% |
| SI | 07 Jan, 10 | 1 L. | 5.94 L. | +493.9% | +11.4% |
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.