Axis Large & Mid Cap Fund - Regular Plan - IDCW

Equity: Large and Mid Cap Open Ended Scheme
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NAV
₹ 20.01 ₹ 0.07 (0.35 %)
as on 22-06-2026
Asset Size (AUM)
16,078.69 Cr
Launch Date
Oct 15, 2018
Invest in this scheme
Investment Objective
To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Oct 15, 2018
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16.79

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.92 %
Expense Ratio
1.67%
Volatility
14.31 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
If redeemed / switched-out on or before 12 months from the date of allotment, For 10% of investments: Nil on FIFO basis. For remaining investments: 1% 1 effective 22/10/2018
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Axis Large & Mid Cap Fund - Regular Plan - IDCW
Performance

Scheme Performance (%)

Data as on - 22-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Large & Mid Cap Fund - Regular Plan - IDCW 15-10-2018 6.25 5.28 14.84 12.9 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings