Axis Large & Mid Cap Fund - Regular Plan - IDCW
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
Fund-2.43%
Cat. Avg.2.13%
2Y
Fund-3.24%
Cat. Avg.2.53%
3Y
Fund6.33%
Cat. Avg.14.97%
5Y
Fund2.81%
Cat. Avg.13.52%
10Y
FundN/A
Cat. Avg.13.99%
SI
Fund9.43%
Cat. Avg.11.65%
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 | 60726 | +1.2% | +2.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.1% | -0.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.84 L. | +2.5% | +1.7% |
| 5Y | 09 Aug, 21 | 3 L. | 3.29 L. | +9.5% | +3.7% |
| SI | 09 Nov, 18 | 4.65 L. | 6.07 L. | +30.6% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 97572 | -2.4% | -2.4% |
| 2Y | 18 Jul, 24 | 1 L. | 94275 | -5.7% | -2.9% |
| 3Y | 17 Jul, 23 | 1 L. | 1.20 L. | +20.2% | +6.3% |
| 5Y | 19 Jul, 21 | 1 L. | 1.15 L. | +14.9% | +2.8% |
| SI | 26 Oct, 18 | 1 L. | 2.01 L. | +100.7% | +9.4% |
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.