Axis Large & Mid Cap Fund
Large & MidCapVery HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹34.31-1.86%1 day
- Return since launch
- 17.1%
- 52-week range
- ₹29.47 — ₹35.60
- AUM
- ₹17,320 Cr
Axis Large & Mid Cap Fund is a Large & MidCap equity fund from Axis Mutual Fund with ₹17,320 Cr under management, launched in 2018. Over three years it has returned 8.3% a year, against 12.9% for its category. The expense ratio is 1.91% and the SEBI riskometer reading is Very High.
Performance
Axis Large & Mid Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +6.6% against +0.1% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 6.0% | +4.2 pts | 1.8% | -1.9% |
| 2Y | 5.9% | +2.5 pts | 3.4% | 0.7% |
| 3Y | 8.3% | −4.7 pts | 12.9% | 4.2% |
| 5Y | 12.4% | +1.1 pts | 11.3% | 10.2% |
| 7Y | 15.4% | +0.6 pts | 14.8% | 13.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.2% | +0.7 pts | -3.9% | -4.1% |
| 3M | 0.6% | +0.9 pts | -0.3% | -1.0% |
| 6M | 11.2% | +2.0 pts | 9.2% | 7.5% |
| 1Y | 4.6% | +2.8 pts | 1.8% | -1.6% |
| 2Y | 0.8% | +1.9 pts | -1.1% | -2.5% |
| 3Y | 13.9% | +1.0 pts | 12.9% | 11.3% |
| 5Y | 10.5% | −0.8 pts | 11.3% | 10.3% |
| 7Y | 17.3% | +1.3 pts | 16.0% | 15.2% |
Since launch (1 Oct 2018): 17.1%
Calendar-year returns
Category average24.7%
44.6%
-8.9%
31.0%
25.3%
4.1%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 4.1% | −1.3 pts | 5.4% |
| 2024 | 25.3% | +0.3 pts | 25.0% |
| 2023 | 31.0% | −0.5 pts | 31.4% |
| 2022 | -8.9% | −11.9 pts | 3.0% |
| 2021 | 44.6% | +5.5 pts | 39.1% |
| 2020 | 24.7% | +7.2 pts | 17.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.88%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.43%
- Brokerage
- 0.07%
- Transaction charges
- 0.00%
- Statutory levies
- 0.38%
- Exit load
- Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty Large Midcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 4.05 | 7.31 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.90 | 1.05 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.70 | 0.80 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.81 | 0.99 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 14.15 | 17.61 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Axis Large & Mid Cap Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity96.9%
- Debt2.8%
- Other0.2%
Market cap split
- Large53.4%
- Mid38.2%
- Small8.4%
- P/E
- 33.45
- P/B
- 4.51
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 4.63% | ₹802 Cr | +4.24% | +4.75% | +4.51% |
| HDFC Bank Ltd. | Financial | 3.21% | ₹556 Cr | +3.67% | +5.46% | +6.45% |
| Others | Others | 2.88% | ₹499 Cr | +3.59% | +7.36% | +3.70% |
| Divi's Laboratories Ltd. | Healthcare | 2.66% | ₹461 Cr | +1.60% | +1.57% | +1.24% |
| Eternal Ltd. | Services | 2.61% | ₹451 Cr | +1.66% | +1.30% | +2.00% |
| Sona BLW Precision Forgings Ltd. | Automobile | 2.50% | ₹433 Cr | +1.85% | +0.96% | +0.49% |
| Bharti Airtel Ltd. | Communication | 2.23% | ₹387 Cr | +1.78% | +1.86% | +2.50% |
| Shriram Finance Ltd | Financial | 2.05% | ₹355 Cr | +2.37% | +2.11% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.97% | ₹340 Cr | +1.86% | +1.84% | +0.98% |
| Axis Bank Ltd. | Financial | 1.96% | ₹339 Cr | +1.66% | — | — |
| Reliance Industries Ltd. | Energy | 1.84% | ₹319 Cr | +2.08% | +2.51% | +3.34% |
| Apar Industries Ltd. | Consumer Staples | 1.73% | ₹300 Cr | +1.82% | +1.11% | +0.77% |
| Larsen & Toubro Ltd. | Construction | 1.71% | ₹297 Cr | +2.09% | +2.06% | +1.60% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 1.69% | ₹293 Cr | +1.90% | +0.91% | +0.45% |
| GE Vernova T&D India Ltd | Capital Goods | 1.65% | ₹286 Cr | +2.33% | +1.78% | +2.24% |
| Fortis Healthcare Ltd. | Healthcare | 1.60% | ₹278 Cr | +1.37% | +1.59% | +2.12% |
| The Federal Bank Ltd. | Financial | 1.58% | ₹273 Cr | +1.81% | +1.86% | +1.43% |
| Coforge Ltd. | Technology | 1.56% | ₹270 Cr | +1.09% | +0.74% | +1.41% |
| Mahindra & Mahindra Ltd. | Automobile | 1.52% | ₹264 Cr | +1.54% | +1.76% | +1.19% |
| Samvardhana Motherson International Ltd. | Automobile | 1.51% | ₹262 Cr | +1.24% | — | — |
| PB Fintech Ltd. | Services | 1.48% | ₹256 Cr | +0.98% | +0.44% | +0.96% |
| Indusind Bank Ltd. | Financial | 1.47% | ₹254 Cr | +1.32% | +1.26% | — |
| Minda Corporation Ltd. | Automobile | 1.37% | ₹238 Cr | +1.31% | +0.61% | +0.55% |
| Bajaj Finance Ltd. | Financial | 1.34% | ₹231 Cr | +1.14% | +1.30% | +2.05% |
| BSE Ltd. | Services | 1.31% | ₹227 Cr | +2.18% | +0.76% | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.25% | ₹216 Cr | +1.12% | +0.86% | +0.54% |
| Radico Khaitan Ltd. | Consumer Staples | 1.23% | ₹214 Cr | +0.53% | — | — |
| Indus Towers Ltd. | Communication | 1.20% | ₹207 Cr | +1.49% | +1.56% | — |
| State Bank of India | Financial | 1.17% | ₹203 Cr | +1.43% | +2.95% | +1.48% |
| Ather Energy Ltd. | Automobile | 1.17% | ₹202 Cr | +0.71% | — | — |
| RBL Bank Ltd. | Financial | 1.13% | ₹195 Cr | +1.03% | +0.91% | — |
| The Phoenix Mills Ltd. | Construction | 1.08% | ₹188 Cr | +0.91% | +0.87% | +0.77% |
| TD Power Systems Ltd. | Capital Goods | 1.06% | ₹184 Cr | +0.51% | — | — |
| Solar Industries India Ltd. | Chemicals | 1.06% | ₹183 Cr | +1.14% | +1.08% | +0.99% |
| SRF Ltd. | Chemicals | 1.00% | ₹172 Cr | +0.69% | — | — |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 0.99% | ₹172 Cr | +1.00% | +0.61% | +0.63% |
| Interglobe Aviation Ltd. | Services | 0.98% | ₹170 Cr | +0.86% | +0.40% | +1.36% |
| Alphabet Inc Class A | Services | 0.97% | ₹169 Cr | +1.32% | +0.93% | +0.68% |
| FSN E-Commerce Ventures Ltd. | Services | 0.97% | ₹167 Cr | +0.59% | +0.27% | +0.16% |
| The Indian Hotels Company Ltd. | Services | 0.96% | ₹167 Cr | +0.54% | +0.88% | +1.32% |
| Pidilite Industries Ltd. | Chemicals | 0.96% | ₹167 Cr | +0.92% | +0.95% | +1.02% |
| TVS Motor Company Ltd. | Automobile | 0.96% | ₹166 Cr | +0.69% | +1.03% | +0.65% |
| AU Small Finance Bank Ltd. | Financial | 0.95% | ₹165 Cr | +1.09% | +0.73% | — |
| Titan Company Ltd. | Consumer Discretionary | 0.94% | ₹162 Cr | +0.82% | +0.66% | +0.59% |
| Premier Energies Ltd. | Energy | 0.93% | ₹160 Cr | +1.03% | +0.73% | +1.10% |
| Schaeffler India Ltd. | Capital Goods | 0.86% | ₹149 Cr | +0.96% | +1.04% | +0.97% |
| Mphasis Ltd. | Technology | 0.85% | ₹148 Cr | +0.64% | +0.72% | +1.12% |
| Page Industries Ltd. | Textiles | 0.85% | ₹147 Cr | +0.51% | — | — |
| Varun Beverages Ltd. | Consumer Staples | 0.84% | ₹145 Cr | +1.21% | +0.48% | +0.58% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.83% | ₹144 Cr | +1.08% | +1.08% | +0.76% |
| Ultratech Cement Ltd. | Materials | 0.82% | ₹142 Cr | +0.90% | +1.01% | +0.85% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.82% | ₹141 Cr | +0.83% | +0.71% | +0.56% |
| UNO Minda Ltd. | Automobile | 0.80% | ₹139 Cr | +0.54% | +0.82% | +1.07% |
| Swiggy Ltd. | Services | 0.79% | ₹136 Cr | — | +0.47% | — |
| Vishal Mega Mart Ltd. | Services | 0.75% | ₹129 Cr | +0.89% | +1.00% | +1.34% |
| iShares NASDAQ 100 UCITS ETF USD | Unclassified | 0.74% | ₹128 Cr | +0.82% | +0.66% | +0.63% |
| Sundaram Finance Ltd. | Financial | 0.72% | ₹125 Cr | +0.73% | +0.98% | +0.84% |
| Supreme Industries Ltd. | Materials | 0.72% | ₹125 Cr | +0.78% | +0.89% | +0.40% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 0.68% | ₹118 Cr | +0.61% | +0.54% | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 0.65% | ₹113 Cr | — | +0.34% | — |
| NVIDIA Corporation (USA) | Capital Goods | 0.65% | ₹112 Cr | +1.08% | +0.45% | — |
| iShares Core S&P 500 UCITS ETF USD | Unclassified | 0.63% | ₹110 Cr | +0.67% | +0.59% | +0.56% |
| United Spirits Ltd. | Consumer Staples | 0.62% | ₹107 Cr | — | — | — |
| Berger Paints India Ltd. | Materials | 0.61% | ₹105 Cr | +0.67% | +0.48% | +0.61% |
| Taiwan Semiconductor Manufacturing Company Ltd. - ADR | Technology | 0.60% | ₹104 Cr | +1.46% | +1.13% | +0.47% |
| Bharat Electronics Ltd. | Capital Goods | 0.60% | ₹103 Cr | +1.05% | +1.16% | +0.86% |
| Cummins India Ltd. | Capital Goods | 0.57% | ₹99.34 Cr | +0.94% | +0.61% | +1.10% |
| Maruti Suzuki India Ltd. | Automobile | 0.57% | ₹98.86 Cr | +0.44% | +0.41% | +0.62% |
| Tech Mahindra Ltd. | Technology | 0.57% | ₹98.77 Cr | +0.84% | +0.78% | +0.87% |
| Anthem Biosciences Ltd. | Healthcare | 0.55% | ₹95.42 Cr | +0.51% | +0.17% | +0.20% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.53% | ₹91.85 Cr | +0.58% | +0.54% | +0.64% |
| Torrent Power Ltd. | Energy | 0.50% | ₹86.04 Cr | +0.96% | +2.42% | +2.30% |
| Voltas Ltd. | Consumer Discretionary | 0.49% | ₹85.11 Cr | +0.56% | — | — |
| company:15039 | Consumer Discretionary | 0.49% | ₹84.97 Cr | — | — | — |
| Blue Star Ltd. | Consumer Discretionary | 0.49% | ₹84.34 Cr | +0.46% | +0.99% | +1.01% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.48% | ₹82.36 Cr | +0.60% | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 0.47% | ₹80.56 Cr | +0.47% | +0.45% | — |
| Persistent Systems Ltd. | Technology | 0.46% | ₹80.02 Cr | +0.50% | +0.28% | +0.91% |
| Coromandel International Ltd. | Chemicals | 0.43% | ₹74.73 Cr | +0.43% | +0.56% | +0.72% |
| Marico Ltd. | Consumer Staples | 0.43% | ₹74.47 Cr | +0.47% | — | — |
| Triveni Turbine Ltd. | Construction | 0.42% | ₹73.03 Cr | +0.59% | — | — |
| Tata Capital Ltd. | Financial | 0.42% | ₹72.90 Cr | +0.38% | +0.42% | — |
| Billionbrains Garage Ventures Ltd. | Financial | 0.40% | ₹69.23 Cr | +0.42% | — | — |
| ITC Hotels Ltd. | Services | 0.40% | ₹69.13 Cr | +0.42% | +0.49% | +0.71% |
| AstraZeneca PLC | Services | 0.38% | ₹65.51 Cr | +0.47% | +0.32% | — |
| Manipal Health Enterprises Ltd. | Healthcare | 0.37% | ₹64.65 Cr | — | — | — |
| TJX Companies Inc | Services | 0.36% | ₹63.17 Cr | +0.46% | +0.47% | +0.43% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.34% | ₹58.68 Cr | +0.57% | +0.60% | +1.54% |
| Visa Inc | Financial | 0.33% | ₹57.55 Cr | +0.31% | +0.25% | +0.31% |
| Jubilant FoodWorks Ltd. | Services | 0.33% | ₹56.33 Cr | +0.40% | +0.50% | +0.91% |
| Kei Industries Ltd. | Capital Goods | 0.32% | ₹56.05 Cr | +0.48% | +0.61% | +0.56% |
| Microsoft Corportion (US) | Technology | 0.31% | ₹54.12 Cr | +0.30% | +0.26% | +0.44% |
| Parker-Hannifin Corp | Capital Goods | 0.29% | ₹50.20 Cr | +0.27% | +0.32% | +0.27% |
| Bandhan Bank Ltd. | Financial | 0.23% | ₹39.80 Cr | +0.47% | — | — |
| Meta Platforms Inc | Services | 0.23% | ₹39.08 Cr | +0.40% | +0.20% | +0.34% |
| Birlasoft Ltd. | Technology | 0.20% | ₹34.33 Cr | +0.33% | +0.41% | — |
| Coca Cola Co. (US) | Consumer Staples | 0.17% | ₹30.02 Cr | +0.17% | +0.17% | +0.32% |
| Reserve Bank of India | Financial | 0.17% | ₹29.82 Cr | +0.44% | +0.45% | +0.34% |
| Arista Networks Inc | Communication | 0.15% | ₹26.81 Cr | +0.28% | — | — |
| Infosys Ltd. | Technology | 0.14% | ₹24.54 Cr | +0.35% | +1.46% | +2.09% |
| company:18263 | Capital Goods | 0.13% | ₹22.70 Cr | — | — | — |
| KLA Corporation | Capital Goods | 0.12% | ₹20.92 Cr | +0.43% | — | — |
| Autozone Inc | Services | 0.12% | ₹20.24 Cr | +0.13% | +0.16% | +0.27% |
| Uber Technologies Inc. | Services | 0.11% | ₹18.29 Cr | +0.26% | +0.27% | +0.37% |
| company:16324 | Healthcare | 0.06% | ₹10.75 Cr | — | +0.30% | +0.33% |
| INDO-MIM Ltd. | Capital Goods | 0.01% | ₹2.56 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Divi's Laboratories Ltd. | 1.82% | 2.66% | +0.84% |
| TD Power Systems Ltd. | 0.50% | 1.06% | +0.57% |
| The Federal Bank Ltd. | 2.13% | 1.58% | -0.55% |
| company:15039 | 0.00% | 0.49% | +0.49% |
| BSE Ltd. | 1.68% | 1.31% | -0.36% |
| Multi Commodity Exchange Of India Ltd. | 1.60% | 1.97% | +0.36% |
| Apar Industries Ltd. | 1.45% | 1.73% | +0.29% |
| Ather Energy Ltd. | 0.88% | 1.17% | +0.28% |
| Colgate-Palmolive (India) Ltd. | 0.28% | 0.00% | -0.28% |
| HDFC Bank Ltd. | 3.49% | 3.21% | -0.28% |
| Cummins India Ltd. | 0.84% | 0.57% | -0.26% |
| Samvardhana Motherson International Ltd. | 1.30% | 1.51% | +0.21% |
| Axis Bank Ltd. | 1.76% | 1.96% | +0.20% |
| Bharti Airtel Ltd. | 2.05% | 2.23% | +0.19% |
| PB Fintech Ltd. | 1.30% | 1.48% | +0.18% |
| Coforge Ltd. | 1.40% | 1.56% | +0.17% |
| Bajaj Finance Ltd. | 1.49% | 1.34% | -0.15% |
| Bandhan Bank Ltd. | 0.37% | 0.23% | -0.14% |
| Page Industries Ltd. | 0.98% | 0.85% | -0.14% |
| United Spirits Ltd. | 0.48% | 0.62% | +0.14% |
| company:18263 | 0.00% | 0.13% | +0.13% |
| Eternal Ltd. | 2.48% | 2.61% | +0.13% |
| Others | 2.77% | 2.64% | -0.12% |
| Fortis Healthcare Ltd. | 1.72% | 1.60% | -0.12% |
| TVS Motor Company Ltd. | 0.84% | 0.96% | +0.12% |
| Varun Beverages Ltd. | 0.96% | 0.84% | -0.12% |
| Meta Platforms Inc | 0.33% | 0.23% | -0.10% |
| Mahindra & Mahindra Ltd. | 1.63% | 1.52% | -0.10% |
| Reliance Industries Ltd. | 1.95% | 1.84% | -0.10% |
| Torrent Power Ltd. | 0.60% | 0.50% | -0.10% |
| Bharat Heavy Electricals Ltd. | 1.60% | 1.69% | +0.09% |
| Lenskart Solutions Ltd. | 0.57% | 0.65% | +0.08% |
| ICICI Bank Ltd. | 4.71% | 4.63% | -0.08% |
| Alphabet Inc Class A | 1.05% | 0.97% | -0.08% |
| TJX Companies Inc | 0.44% | 0.36% | -0.08% |
| Sun Pharmaceutical Industries Ltd. | 1.17% | 1.25% | +0.08% |
| Manipal Health Enterprises Ltd. | 0.30% | 0.37% | +0.08% |
| Voltas Ltd. | 0.56% | 0.49% | -0.07% |
| RBL Bank Ltd. | 1.06% | 1.13% | +0.07% |
| company:16324 | 0.00% | 0.06% | +0.06% |
| Sona BLW Precision Forgings Ltd. | 2.44% | 2.50% | +0.06% |
| Solar Industries India Ltd. | 1.00% | 1.06% | +0.06% |
| Ultratech Cement Ltd. | 0.88% | 0.82% | -0.06% |
| Shriram Finance Ltd | 1.99% | 2.05% | +0.06% |
| SRF Ltd. | 1.05% | 1.00% | -0.06% |
| Birlasoft Ltd. | 0.25% | 0.20% | -0.06% |
| Coromandel International Ltd. | 0.48% | 0.43% | -0.05% |
| Blue Star Ltd. | 0.54% | 0.49% | -0.05% |
| Berger Paints India Ltd. | 0.65% | 0.61% | -0.05% |
| Vijaya Diagnostic Centre Ltd. | 0.48% | 0.53% | +0.05% |
| Mahindra & Mahindra Financial Services Ltd. | 0.73% | 0.68% | -0.05% |
| Indus Towers Ltd. | 1.24% | 1.20% | -0.04% |
| Sundaram Finance Ltd. | 0.77% | 0.72% | -0.04% |
| NVIDIA Corporation (USA) | 0.60% | 0.65% | +0.04% |
| Schaeffler India Ltd. | 0.90% | 0.86% | -0.04% |
| Marico Ltd. | 0.47% | 0.43% | -0.04% |
| Indusind Bank Ltd. | 1.51% | 1.47% | -0.04% |
| Apollo Hospitals Enterprise Ltd. | 1.03% | 0.99% | -0.04% |
| UNO Minda Ltd. | 0.76% | 0.80% | +0.04% |
| Anthem Biosciences Ltd. | 0.51% | 0.55% | +0.04% |
| Kirloskar Oil Engines Ltd. | 0.51% | 0.48% | -0.04% |
| Torrent Pharmaceuticals Ltd. | 0.86% | 0.83% | -0.04% |
| Glenmark Pharmaceuticals Ltd. | 0.43% | 0.47% | +0.03% |
| Kei Industries Ltd. | 0.29% | 0.32% | +0.03% |
| Swiggy Ltd. | 0.82% | 0.79% | -0.03% |
| Triveni Turbine Ltd. | 0.45% | 0.42% | -0.03% |
| The Indian Hotels Company Ltd. | 0.99% | 0.96% | -0.03% |
| AstraZeneca PLC | 0.41% | 0.38% | -0.03% |
| The Phoenix Mills Ltd. | 1.11% | 1.08% | -0.03% |
| Jubilant FoodWorks Ltd. | 0.30% | 0.33% | +0.03% |
| Interglobe Aviation Ltd. | 0.96% | 0.98% | +0.03% |
| Tech Mahindra Ltd. | 0.60% | 0.57% | -0.03% |
| Cholamandalam Investment and Finance Company Ltd. | 0.84% | 0.82% | -0.02% |
| Bharat Electronics Ltd. | 0.58% | 0.60% | +0.02% |
| iShares NASDAQ 100 UCITS ETF USD | 0.72% | 0.74% | +0.02% |
| Minda Corporation Ltd. | 1.39% | 1.37% | -0.02% |
| ITC Hotels Ltd. | 0.42% | 0.40% | -0.02% |
| Microsoft Corportion (US) | 0.29% | 0.31% | +0.02% |
| Billionbrains Garage Ventures Ltd. | 0.42% | 0.40% | -0.02% |
| FSN E-Commerce Ventures Ltd. | 0.95% | 0.97% | +0.02% |
| Premier Energies Ltd. | 0.94% | 0.93% | -0.02% |
| Pidilite Industries Ltd. | 0.95% | 0.96% | +0.02% |
| Titan Company Ltd. | 0.92% | 0.94% | +0.01% |
| Persistent Systems Ltd. | 0.47% | 0.46% | -0.01% |
| Tata Capital Ltd. | 0.43% | 0.42% | -0.01% |
| CG Power and Industrial Solutions Ltd. | 0.33% | 0.34% | +0.01% |
| iShares Core S&P 500 UCITS ETF USD | 0.62% | 0.63% | +0.01% |
| KLA Corporation | 0.13% | 0.12% | -0.01% |
| Arista Networks Inc | 0.15% | 0.15% | +0.01% |
| Parker-Hannifin Corp | 0.30% | 0.29% | -0.01% |
| Larsen & Toubro Ltd. | 1.72% | 1.71% | -0.01% |
| AU Small Finance Bank Ltd. | 0.94% | 0.95% | +0.01% |
| Mphasis Ltd. | 0.85% | 0.85% | 0.00% |
| Autozone Inc | 0.12% | 0.12% | 0.00% |
| Reserve Bank of India | 0.18% | 0.17% | 0.00% |
| Uber Technologies Inc. | 0.10% | 0.11% | 0.00% |
| GE Vernova T&D India Ltd | 1.66% | 1.65% | 0.00% |
| Infosys Ltd. | 0.15% | 0.14% | 0.00% |
| Coca Cola Co. (US) | 0.18% | 0.17% | 0.00% |
| Radico Khaitan Ltd. | 1.23% | 1.23% | 0.00% |
| Supreme Industries Ltd. | 0.72% | 0.72% | 0.00% |
| Visa Inc | 0.33% | 0.33% | 0.00% |
| Vishal Mega Mart Ltd. | 0.74% | 0.75% | 0.00% |
| Taiwan Semiconductor Manufacturing Company Ltd. - ADR | 0.60% | 0.60% | 0.00% |
| INDO-MIM Ltd. | 0.01% | 0.01% | 0.00% |
| State Bank of India | 1.17% | 1.17% | 0.00% |
| Maruti Suzuki India Ltd. | 0.57% | 0.57% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹18,618 Cr | 2.09% | 8.2% | 10.9% | 16.3% |
 ICICI Prudential Large & Mid Cap Fund | ₹33,592 Cr | 2.03% | -2.4% | 6.3% | 13.0% |
 Bandhan Large & Mid Cap Fund | ₹21,020 Cr | 2.29% | 1.9% | 8.2% | 15.3% |
 Motilal Oswal Large and Midcap Fund | ₹20,159 Cr | 1.81% | 16.9% | 14.6% | 19.8% |
 Invesco India Large & Mid Cap Fund | ₹12,387 Cr | 1.87% | 13.7% | 14.3% | 18.4% |
 HSBC Large and Mid Cap Fund | ₹5,931 Cr | 2.47% | 11.0% | 11.0% | 15.1% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
Fund managers
- Hitesh DasMr. Das is a PGDM, M.Tech, B.TechPrior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
- Mayank HyankiMr. Hyanki has done B.Tech and PGDM, FinancePrior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
- Shreyash DevalkarMr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai UniversityPrior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months11.22% absolute | ₹60,000 | ₹66,732 | 11.22% | |
| 1 year4.64% annualised | ₹1,20,000 | ₹1,23,059 | 2.55% | |
| 3 years13.92% annualised | ₹3,60,000 | ₹4,48,826 | 24.67% | |
| 5 years10.52% annualised | ₹6,00,000 | ₹7,91,988 | 32.00% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Axis Large & Mid Cap Fund?
The NAV of Axis Large & Mid Cap Fund is ₹34.31 as on 24 Sep 2026.
What is the expense ratio of Axis Large & Mid Cap Fund?
The expense ratio of Axis Large & Mid Cap Fund is 1.91% per year.
What is the minimum SIP amount for Axis Large & Mid Cap Fund?
You can start a SIP in Axis Large & Mid Cap Fund with ₹3,000 a month.
What returns has Axis Large & Mid Cap Fund given?
Axis Large & Mid Cap Fund has returned 6.0% over 1 year, 8.3% over 3 years and 12.4% over 5 years (annualised).
Is there a lock-in or exit load on Axis Large & Mid Cap Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months..
How risky is Axis Large & Mid Cap Fund?
Axis Large & Mid Cap Fund is rated Very High on the SEBI riskometer and belongs to the Large & MidCap category.
Which fund house manages Axis Large & Mid Cap Fund?
Axis Large & Mid Cap Fund is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,77,445 Cr under management.