Axis Large & Mid Cap Fund - Direct Plan - IDCW
Expense Ratio: 0.6
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 01-10-2018
Exit Load: Nil
Fund Size:₹15,692.81 Cr
Performance
1Y
Fund-1.00%
Cat. Avg.3.35%
2Y
Fund-2.15%
Cat. Avg.3.77%
3Y
Fund7.43%
Cat. Avg.16.46%
5Y
Fund7.00%
Cat. Avg.14.91%
10Y
FundN/A
Cat. Avg.15.16%
SI
Fund12.95%
Cat. Avg.14.42%
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 | HDFC Bank Limited | 678.30 | 4.85% |
| 2 | Clearing Corporation of India Ltd | 654.68 | 4.69% |
| 3 | ICICI Bank Limited | 646.81 | 4.63% |
| 4 | Reliance Industries Limited | 376.47 | 2.69% |
| 5 | State Bank of India | 374.34 | 2.68% |
| 6 | Torrent Power Limited | 313.29 | 2.24% |
| 7 | Shriram Finance Limited | 309.85 | 2.22% |
| 8 | Multi Commodity Exchange of India Limited | 279.49 | 2.00% |
| 9 | Bharti Airtel Limited | 275.08 | 1.97% |
| 10 | Larsen & Toubro Limited | 262.11 | 1.88% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60841 | +1.4% | +3.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.6% | +0.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.87 L. | +3.8% | +2.6% |
| 5Y | 09 Aug, 21 | 3 L. | 3.50 L. | +16.7% | +6.3% |
| SI | 09 Nov, 18 | 4.65 L. | 6.98 L. | +50.1% | +10.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 98997 | -1.0% | -1.0% |
| 2Y | 15 Jul, 24 | 1 L. | 95424 | -4.6% | -2.3% |
| 3Y | 14 Jul, 23 | 1 L. | 1.24 L. | +24.0% | +7.4% |
| 5Y | 14 Jul, 21 | 1 L. | 1.40 L. | +40.2% | +7.0% |
| SI | 26 Oct, 18 | 1 L. | 2.56 L. | +156.0% | +13.0% |
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.