Axis Large & Mid Cap Fund
Large & MidCapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹35.27+0.89%1 day
- Return since launch
- 16.8%
- 52-week range
- ₹29.47 — ₹35.60
- AUM
- ₹16,290 Cr
Axis Large & Mid Cap Fund is a Large & MidCap equity fund from Axis Mutual Fund with ₹16,290 Cr under management, launched in 2018. Over three years it has returned 8.9% a year, against 13.5% for its category. The expense ratio is 1.87% 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 +4.4% against -1.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 10.7% | +8.3 pts | 2.4% | 4.3% |
| 2Y | 8.5% | +2.5 pts | 6.0% | 3.5% |
| 3Y | 8.9% | −4.6 pts | 13.5% | 5.0% |
| 5Y | 12.7% | +1.8 pts | 10.9% | 10.5% |
| 7Y | 15.3% | +0.3 pts | 14.9% | 13.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.0% | −1.0 pts | 6.0% | 6.1% |
| 3M | -0.3% | +0.9 pts | -1.2% | -1.5% |
| 6M | 6.5% | +1.9 pts | 4.6% | 3.7% |
| 1Y | 5.6% | +3.2 pts | 2.4% | -1.1% |
| 2Y | 5.3% | +1.7 pts | 3.6% | 2.1% |
| 3Y | 14.3% | +0.9 pts | 13.5% | 12.1% |
| 5Y | 10.2% | −0.7 pts | 10.9% | 10.0% |
| 7Y | 17.0% | +0.9 pts | 16.0% | 15.1% |
Since launch (1 Oct 2018): 16.8%
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
1.85%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.43%
- Brokerage
- 0.06%
- Transaction charges
- 0.00%
- Statutory levies
- 0.36%
- 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 | 3.76 | 6.58 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.92 | 1.07 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.55 | 0.63 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.66 | 0.83 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 14.64 | 18.21 | 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 30 Sep 2026
Asset allocation
- Equity96.9%
- Debt2.7%
- Other0.4%
Market cap split
- Large53.2%
- Mid37.4%
- Small9.3%
- P/E
- 32.12
- P/B
- 4.32
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 4.43% | ₹729 Cr | +4.60% | +4.63% | +4.30% |
| HDFC Bank Ltd. | Financial | 3.38% | ₹555 Cr | +4.33% | +4.85% | +6.36% |
| Others | Others | 2.93% | ₹482 Cr | +3.92% | +9.37% | +4.08% |
| Divi's Laboratories Ltd. | Healthcare | 2.76% | ₹453 Cr | +1.52% | +1.62% | +1.13% |
| Eternal Ltd. | Services | 2.68% | ₹440 Cr | +2.21% | +1.34% | +2.05% |
| Sona BLW Precision Forgings Ltd. | Automobile | 2.44% | ₹402 Cr | +1.89% | +0.97% | +0.45% |
| Bharti Airtel Ltd. | Communication | 2.28% | ₹375 Cr | +1.74% | +1.97% | +2.45% |
| Reliance Industries Ltd. | Energy | 2.19% | ₹359 Cr | +1.97% | +2.69% | +3.31% |
| Axis Bank Ltd. | Financial | 2.03% | ₹334 Cr | +1.97% | +1.49% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 2.01% | ₹330 Cr | +1.72% | +2.00% | +1.03% |
| GE Vernova T&D India Ltd | Capital Goods | 1.92% | ₹316 Cr | +2.16% | +1.87% | +2.36% |
| Apar Industries Ltd. | Consumer Staples | 1.79% | ₹295 Cr | +2.00% | +1.09% | +0.80% |
| Larsen & Toubro Ltd. | Construction | 1.68% | ₹276 Cr | +2.05% | +1.88% | +1.60% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 1.67% | ₹275 Cr | +1.82% | +0.94% | +0.51% |
| Samvardhana Motherson International Ltd. | Automobile | 1.60% | ₹263 Cr | +1.31% | — | — |
| Shriram Finance Ltd | Financial | 1.54% | ₹253 Cr | +2.51% | +2.22% | — |
| Coforge Ltd. | Technology | 1.45% | ₹238 Cr | +1.08% | +0.97% | +1.28% |
| Fortis Healthcare Ltd. | Healthcare | 1.42% | ₹234 Cr | +1.36% | +1.33% | +2.23% |
| Minda Corporation Ltd. | Automobile | 1.41% | ₹231 Cr | +1.41% | +0.62% | +0.62% |
| Indusind Bank Ltd. | Financial | 1.37% | ₹225 Cr | +1.28% | +1.11% | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.33% | ₹219 Cr | +1.12% | +1.24% | +0.53% |
| BSE Ltd. | Services | 1.30% | ₹214 Cr | +2.20% | +1.61% | — |
| RBL Bank Ltd. | Financial | 1.29% | ₹212 Cr | +1.06% | +0.92% | — |
| Bajaj Finance Ltd. | Financial | 1.28% | ₹210 Cr | +1.21% | +1.14% | +2.30% |
| Radico Khaitan Ltd. | Consumer Staples | 1.27% | ₹208 Cr | +1.02% | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 1.25% | ₹206 Cr | +1.50% | +1.70% | +1.67% |
| The Federal Bank Ltd. | Financial | 1.24% | ₹204 Cr | +2.00% | +1.79% | +1.42% |
| Indus Towers Ltd. | Communication | 1.21% | ₹199 Cr | +1.27% | +1.60% | — |
| The Phoenix Mills Ltd. | Construction | 1.16% | ₹191 Cr | +1.17% | +0.88% | +0.79% |
| TD Power Systems Ltd. | Capital Goods | 1.13% | ₹186 Cr | +0.55% | — | — |
| State Bank of India | Financial | 1.12% | ₹184 Cr | +1.47% | +2.68% | +1.68% |
| The Indian Hotels Company Ltd. | Services | 1.09% | ₹179 Cr | +0.64% | +0.53% | +1.23% |
| Solar Industries India Ltd. | Chemicals | 1.09% | ₹179 Cr | +1.03% | +0.86% | +0.94% |
| Alphabet Inc Class A | Services | 1.05% | ₹172 Cr | +1.18% | +0.99% | +0.74% |
| Ather Energy Ltd. | Automobile | 1.02% | ₹168 Cr | +0.81% | — | — |
| SRF Ltd. | Chemicals | 1.01% | ₹166 Cr | +0.78% | — | — |
| Interglobe Aviation Ltd. | Services | 0.99% | ₹162 Cr | +1.01% | +0.45% | +1.03% |
| TVS Motor Company Ltd. | Automobile | 0.98% | ₹161 Cr | +0.69% | +0.74% | +0.95% |
| Varun Beverages Ltd. | Consumer Staples | 0.95% | ₹157 Cr | +1.12% | +0.45% | +0.49% |
| Gland Pharma Ltd. | Healthcare | 0.95% | ₹155 Cr | — | — | +0.35% |
| FSN E-Commerce Ventures Ltd. | Services | 0.93% | ₹153 Cr | +0.86% | +0.26% | +0.37% |
| AU Small Finance Bank Ltd. | Financial | 0.93% | ₹153 Cr | +1.25% | +0.62% | — |
| United Spirits Ltd. | Consumer Staples | 0.92% | ₹151 Cr | — | — | — |
| Page Industries Ltd. | Textiles | 0.91% | ₹149 Cr | +0.92% | — | — |
| Titan Company Ltd. | Consumer Discretionary | 0.89% | ₹146 Cr | +0.85% | +0.67% | +0.54% |
| Pidilite Industries Ltd. | Chemicals | 0.88% | ₹145 Cr | +0.95% | +0.91% | +0.97% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.87% | ₹143 Cr | +1.10% | +0.62% | +0.62% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.83% | ₹136 Cr | +1.16% | +1.17% | +0.75% |
| Ultratech Cement Ltd. | Materials | 0.83% | ₹136 Cr | +0.85% | +0.95% | +0.81% |
| Premier Energies Ltd. | Energy | 0.82% | ₹135 Cr | +0.99% | +0.99% | +1.11% |
| iShares NASDAQ 100 UCITS ETF USD | Unclassified | 0.80% | ₹132 Cr | +0.78% | +0.71% | +0.66% |
| Mphasis Ltd. | Technology | 0.80% | ₹132 Cr | +0.54% | +0.72% | +1.05% |
| Swiggy Ltd. | Services | 0.80% | ₹132 Cr | — | +0.45% | — |
| UNO Minda Ltd. | Automobile | 0.77% | ₹127 Cr | +0.51% | +0.57% | +1.07% |
| Supreme Industries Ltd. | Materials | 0.74% | ₹121 Cr | +0.67% | +0.94% | +0.37% |
| Cummins India Ltd. | Capital Goods | 0.73% | ₹121 Cr | +0.87% | +0.63% | +1.18% |
| Sundaram Finance Ltd. | Financial | 0.73% | ₹120 Cr | +0.76% | +0.86% | +0.82% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 0.71% | ₹117 Cr | — | +0.35% | — |
| NVIDIA Corporation (USA) | Capital Goods | 0.71% | ₹116 Cr | +0.97% | +0.52% | — |
| Taiwan Semiconductor Manufacturing Company Ltd. - ADR | Technology | 0.70% | ₹115 Cr | +1.33% | +1.18% | +0.53% |
| PB Fintech Ltd. | Services | 0.69% | ₹114 Cr | +0.91% | +0.47% | +0.91% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.67% | ₹111 Cr | — | — | — |
| iShares Core S&P 500 UCITS ETF USD | Unclassified | 0.67% | ₹110 Cr | +0.63% | +0.64% | +0.58% |
| Schaeffler India Ltd. | Capital Goods | 0.64% | ₹106 Cr | +0.94% | +1.02% | +1.05% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 0.63% | ₹103 Cr | +0.61% | +0.37% | — |
| Bharat Electronics Ltd. | Capital Goods | 0.59% | ₹96.96 Cr | +1.01% | +1.16% | +1.10% |
| Berger Paints India Ltd. | Materials | 0.59% | ₹96.16 Cr | +0.65% | +0.48% | +0.59% |
| Tech Mahindra Ltd. | Technology | 0.56% | ₹92.46 Cr | +0.52% | +0.98% | +0.61% |
| Anthem Biosciences Ltd. | Healthcare | 0.56% | ₹91.74 Cr | +0.50% | +0.50% | +0.18% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.55% | ₹90.39 Cr | +0.87% | — | — |
| Torrent Power Ltd. | Energy | 0.54% | ₹88.23 Cr | +0.61% | +2.24% | +2.24% |
| Vishal Mega Mart Ltd. | Services | 0.54% | ₹88.07 Cr | +0.84% | +0.99% | +1.32% |
| Blue Star Ltd. | Consumer Discretionary | 0.53% | ₹87.46 Cr | +0.45% | +0.91% | +1.00% |
| Maruti Suzuki India Ltd. | Automobile | 0.53% | ₹87.33 Cr | +0.46% | +0.20% | +0.66% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.53% | ₹86.97 Cr | +0.50% | +0.52% | +0.63% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 0.46% | ₹76.27 Cr | +1.02% | +0.65% | +0.61% |
| Voltas Ltd. | Consumer Discretionary | 0.46% | ₹76.24 Cr | +0.55% | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 0.46% | ₹75.84 Cr | +0.43% | +0.50% | +0.24% |
| Persistent Systems Ltd. | Technology | 0.46% | ₹75.51 Cr | +0.38% | +0.67% | +0.81% |
| Marico Ltd. | Consumer Staples | 0.43% | ₹71.38 Cr | +0.46% | — | — |
| ITC Hotels Ltd. | Services | 0.43% | ₹70.87 Cr | +0.47% | +0.43% | +0.67% |
| Coromandel International Ltd. | Chemicals | 0.42% | ₹68.94 Cr | +0.48% | +0.54% | +0.59% |
| Triveni Turbine Ltd. | Construction | 0.41% | ₹68.13 Cr | +0.53% | — | — |
| Billionbrains Garage Ventures Ltd. | Financial | 0.40% | ₹66.29 Cr | +0.44% | — | — |
| AstraZeneca PLC | Services | 0.40% | ₹66.11 Cr | +0.45% | +0.56% | — |
| Tata Capital Ltd. | Financial | 0.40% | ₹64.98 Cr | +0.44% | +0.43% | — |
| Bharat Forge Ltd. | Automobile | 0.38% | ₹63.15 Cr | — | — | — |
| TJX Companies Inc | Services | 0.38% | ₹62.76 Cr | +0.43% | +0.53% | +0.43% |
| Manipal Health Enterprises Ltd. | Healthcare | 0.37% | ₹60.03 Cr | — | — | — |
| Microsoft Corportion (US) | Technology | 0.33% | ₹55.02 Cr | +0.24% | +0.28% | +0.42% |
| Visa Inc | Financial | 0.33% | ₹54.82 Cr | +0.31% | +0.27% | +0.27% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.33% | ₹54.72 Cr | +0.57% | +0.60% | +1.67% |
| Jubilant FoodWorks Ltd. | Services | 0.32% | ₹51.87 Cr | +0.38% | +0.46% | +0.89% |
| Meta Platforms Inc | Services | 0.30% | ₹49.80 Cr | +0.34% | +0.21% | +0.31% |
| Parker-Hannifin Corp | Capital Goods | 0.30% | ₹49.25 Cr | +0.30% | +0.33% | +0.24% |
| Kei Industries Ltd. | Capital Goods | 0.26% | ₹43.50 Cr | +0.47% | +0.42% | +0.59% |
| Reserve Bank of India | Financial | 0.18% | ₹29.94 Cr | +0.42% | +0.50% | +0.33% |
| Coca Cola Co. (US) | Consumer Staples | 0.18% | ₹29.31 Cr | +0.17% | +0.18% | +0.28% |
| Arista Networks Inc | Communication | 0.17% | ₹28.05 Cr | +0.29% | — | — |
| Cyient DLM Ltd. | Capital Goods | 0.16% | ₹26.80 Cr | — | — | — |
| KLA Corporation | Capital Goods | 0.14% | ₹23.37 Cr | +0.51% | — | — |
| Autozone Inc | Services | 0.12% | ₹19.26 Cr | +0.13% | +0.16% | +0.24% |
| Uber Technologies Inc. | Services | 0.10% | ₹16.66 Cr | +0.25% | +0.30% | +0.36% |
| Aditya Infotech Ltd. | Communication | 0.05% | ₹7.63 Cr | — | — | — |
| INDO-MIM Ltd. | Capital Goods | 0.02% | ₹3.63 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Gland Pharma Ltd. | 0.06% | 0.95% | +0.88% |
| PB Fintech Ltd. | 1.48% | 0.69% | -0.79% |
| Apollo Hospitals Enterprise Ltd. | 0.99% | 0.46% | -0.53% |
| Shriram Finance Ltd | 2.05% | 1.54% | -0.51% |
| Bharat Forge Ltd. | 0.00% | 0.38% | +0.38% |
| Reliance Industries Ltd. | 1.84% | 2.19% | +0.34% |
| The Federal Bank Ltd. | 1.58% | 1.24% | -0.34% |
| United Spirits Ltd. | 0.62% | 0.92% | +0.30% |
| Mahindra & Mahindra Ltd. | 1.52% | 1.25% | -0.27% |
| GE Vernova T&D India Ltd | 1.65% | 1.92% | +0.27% |
| Bandhan Bank Ltd. | 0.23% | 0.00% | -0.23% |
| Schaeffler India Ltd. | 0.86% | 0.64% | -0.22% |
| Vishal Mega Mart Ltd. | 0.75% | 0.54% | -0.21% |
| Birlasoft Ltd. | 0.20% | 0.00% | -0.20% |
| ICICI Bank Ltd. | 4.63% | 4.43% | -0.20% |
| Amber Enterprises India Ltd. | 0.49% | 0.67% | +0.18% |
| Fortis Healthcare Ltd. | 1.60% | 1.42% | -0.18% |
| HDFC Bank Ltd. | 3.21% | 3.38% | +0.17% |
| Cummins India Ltd. | 0.57% | 0.73% | +0.16% |
| RBL Bank Ltd. | 1.13% | 1.29% | +0.16% |
| Ather Energy Ltd. | 1.17% | 1.02% | -0.15% |
| Infosys Ltd. | 0.14% | 0.00% | -0.14% |
| The Indian Hotels Company Ltd. | 0.96% | 1.09% | +0.13% |
| Varun Beverages Ltd. | 0.84% | 0.95% | +0.11% |
| Others | 2.64% | 2.53% | -0.11% |
| Coforge Ltd. | 1.56% | 1.45% | -0.11% |
| Premier Energies Ltd. | 0.93% | 0.82% | -0.11% |
| Taiwan Semiconductor Manufacturing Company Ltd. - ADR | 0.60% | 0.70% | +0.10% |
| Indusind Bank Ltd. | 1.47% | 1.37% | -0.10% |
| Samvardhana Motherson International Ltd. | 1.51% | 1.60% | +0.09% |
| Divi's Laboratories Ltd. | 2.66% | 2.76% | +0.09% |
| Sun Pharmaceutical Industries Ltd. | 1.25% | 1.33% | +0.09% |
| Pidilite Industries Ltd. | 0.96% | 0.88% | -0.08% |
| The Phoenix Mills Ltd. | 1.08% | 1.16% | +0.08% |
| Meta Platforms Inc | 0.23% | 0.30% | +0.08% |
| Axis Bank Ltd. | 1.96% | 2.03% | +0.08% |
| Kirloskar Oil Engines Ltd. | 0.48% | 0.55% | +0.07% |
| Alphabet Inc Class A | 0.97% | 1.05% | +0.07% |
| Eternal Ltd. | 2.61% | 2.68% | +0.07% |
| TD Power Systems Ltd. | 1.06% | 1.13% | +0.07% |
| iShares NASDAQ 100 UCITS ETF USD | 0.74% | 0.80% | +0.07% |
| NVIDIA Corporation (USA) | 0.65% | 0.71% | +0.06% |
| Apar Industries Ltd. | 1.73% | 1.79% | +0.06% |
| Page Industries Ltd. | 0.85% | 0.91% | +0.06% |
| Kei Industries Ltd. | 0.32% | 0.26% | -0.06% |
| Lenskart Solutions Ltd. | 0.65% | 0.71% | +0.06% |
| Sona BLW Precision Forgings Ltd. | 2.50% | 2.44% | -0.06% |
| Bajaj Finance Ltd. | 1.34% | 1.28% | -0.06% |
| Cholamandalam Investment and Finance Company Ltd. | 0.82% | 0.87% | +0.06% |
| Mahindra & Mahindra Financial Services Ltd. | 0.68% | 0.63% | -0.06% |
| State Bank of India | 1.17% | 1.12% | -0.05% |
| Mphasis Ltd. | 0.85% | 0.80% | -0.05% |
| Titan Company Ltd. | 0.94% | 0.89% | -0.05% |
| Bharti Airtel Ltd. | 2.23% | 2.28% | +0.05% |
| Aditya Infotech Ltd. | 0.00% | 0.05% | +0.05% |
| Blue Star Ltd. | 0.49% | 0.53% | +0.05% |
| Multi Commodity Exchange Of India Ltd. | 1.97% | 2.01% | +0.04% |
| Torrent Power Ltd. | 0.50% | 0.54% | +0.04% |
| Maruti Suzuki India Ltd. | 0.57% | 0.53% | -0.04% |
| Larsen & Toubro Ltd. | 1.71% | 1.68% | -0.04% |
| FSN E-Commerce Ventures Ltd. | 0.97% | 0.93% | -0.03% |
| Solar Industries India Ltd. | 1.06% | 1.09% | +0.03% |
| iShares Core S&P 500 UCITS ETF USD | 0.63% | 0.67% | +0.03% |
| Minda Corporation Ltd. | 1.37% | 1.41% | +0.03% |
| ITC Hotels Ltd. | 0.40% | 0.43% | +0.03% |
| Cyient DLM Ltd. | 0.13% | 0.16% | +0.03% |
| Radico Khaitan Ltd. | 1.23% | 1.27% | +0.03% |
| Voltas Ltd. | 0.49% | 0.46% | -0.03% |
| UNO Minda Ltd. | 0.80% | 0.77% | -0.03% |
| Tata Capital Ltd. | 0.42% | 0.40% | -0.03% |
| AstraZeneca PLC | 0.38% | 0.40% | +0.02% |
| Microsoft Corportion (US) | 0.31% | 0.33% | +0.02% |
| Berger Paints India Ltd. | 0.61% | 0.59% | -0.02% |
| KLA Corporation | 0.12% | 0.14% | +0.02% |
| AU Small Finance Bank Ltd. | 0.95% | 0.93% | -0.02% |
| Bharat Heavy Electricals Ltd. | 1.69% | 1.67% | -0.02% |
| TVS Motor Company Ltd. | 0.96% | 0.98% | +0.02% |
| SRF Ltd. | 1.00% | 1.01% | +0.02% |
| TJX Companies Inc | 0.36% | 0.38% | +0.02% |
| Swiggy Ltd. | 0.79% | 0.80% | +0.02% |
| Arista Networks Inc | 0.15% | 0.17% | +0.02% |
| Supreme Industries Ltd. | 0.72% | 0.74% | +0.02% |
| Indus Towers Ltd. | 1.20% | 1.21% | +0.01% |
| Coromandel International Ltd. | 0.43% | 0.42% | -0.01% |
| Reserve Bank of India | 0.17% | 0.18% | +0.01% |
| Jubilant FoodWorks Ltd. | 0.33% | 0.32% | -0.01% |
| Parker-Hannifin Corp | 0.29% | 0.30% | +0.01% |
| BSE Ltd. | 1.31% | 1.30% | -0.01% |
| Manipal Health Enterprises Ltd. | 0.37% | 0.37% | -0.01% |
| Tech Mahindra Ltd. | 0.57% | 0.56% | -0.01% |
| Sundaram Finance Ltd. | 0.72% | 0.73% | +0.01% |
| Bharat Electronics Ltd. | 0.60% | 0.59% | -0.01% |
| INDO-MIM Ltd. | 0.01% | 0.02% | +0.01% |
| Triveni Turbine Ltd. | 0.42% | 0.41% | -0.01% |
| Anthem Biosciences Ltd. | 0.55% | 0.56% | +0.01% |
| Ultratech Cement Ltd. | 0.82% | 0.83% | +0.01% |
| CG Power and Industrial Solutions Ltd. | 0.34% | 0.33% | -0.01% |
| Coca Cola Co. (US) | 0.17% | 0.18% | 0.00% |
| Uber Technologies Inc. | 0.11% | 0.10% | 0.00% |
| Marico Ltd. | 0.43% | 0.43% | 0.00% |
| Glenmark Pharmaceuticals Ltd. | 0.47% | 0.46% | 0.00% |
| Billionbrains Garage Ventures Ltd. | 0.40% | 0.40% | 0.00% |
| Interglobe Aviation Ltd. | 0.98% | 0.99% | 0.00% |
| Persistent Systems Ltd. | 0.46% | 0.46% | 0.00% |
| Torrent Pharmaceuticals Ltd. | 0.83% | 0.83% | 0.00% |
| Vijaya Diagnostic Centre Ltd. | 0.53% | 0.53% | 0.00% |
| Visa Inc | 0.33% | 0.33% | 0.00% |
| Autozone Inc | 0.12% | 0.12% | 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 | ₹12,985 Cr | 2.05% | 11.5% | 10.6% | 16.1% |
 Bandhan Large & Mid Cap Fund | ₹20,650 Cr | 2.25% | 5.6% | 7.9% | 14.9% |
 Motilal Oswal Large and Midcap Fund | ₹19,832 Cr | 1.79% | 13.3% | 12.3% | 18.5% |
 Invesco India Large & Mid Cap Fund | ₹12,439 Cr | 1.85% | 20.3% | 14.9% | 18.9% |
 UTI Large & Mid Cap Fund | ₹6,220 Cr | 1.96% | 4.1% | 6.7% | 13.1% |
 HSBC Large and Mid Cap Fund | ₹5,784 Cr | 2.40% | 14.4% | 11.2% | 15.2% |
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
- 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
- Pratik TibrewalMr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).Prior to joining Axis Mutual Fund, he has worked with Inditrade Capital Ltd., Edelweiss Mutual Fund and Edelweiss Commodities trading 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 months6.49% absolute | ₹60,000 | ₹63,894 | 6.49% | |
| 1 year5.63% annualised | ₹1,20,000 | ₹1,23,723 | 3.10% | |
| 3 years14.33% annualised | ₹3,60,000 | ₹4,51,831 | 25.51% | |
| 5 years10.24% annualised | ₹6,00,000 | ₹7,85,952 | 30.99% |
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 ₹35.27 as on 9 Nov 2026.
What is the expense ratio of Axis Large & Mid Cap Fund?
The expense ratio of Axis Large & Mid Cap Fund is 1.87% 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 10.7% over 1 year, 8.9% over 3 years and 12.7% 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 ₹3,91,554 Cr under management.