Axis Large & Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

16,469 Cr

Lock In Period

N/A

Expense Ratio

1.96

Exit Load

Nil

Benchmark

Nifty Large Midcap 250 Total Return

Axis Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.74-0.145.46
6M4.812.2529.78
1Y5.264.8440.44
3Y14.9412.64134.87

Portfolio Analysis

  • Equity: 88.65%
  • Debt: 11.34%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited4.60%
2. HDFC Bank Limited4.33%
3. The Federal Bank Limited2.00%
4. Axis Bank Limited1.97%
5. IndusInd Bank Limited1.28%
6. AU Small Finance Bank Limited1.25%
7. RBL Bank Limited1.06%
8. Bandhan Bank Limited0.44%

1. Shriram Finance Limited2.51%
2. Bajaj Finance Limited1.21%
3. Cholamandalam Investment and Finance Company Ltd1.10%
4. Sundaram Finance Limited0.76%
5. Mahindra & Mahindra Financial Services Limited0.61%

1. Divi's Laboratories Limited1.52%
2. Torrent Pharmaceuticals Limited1.16%
3. Sun Pharmaceutical Industries Limited1.12%
4. Anthem Biosciences Limited0.50%
5. Glenmark Pharmaceuticals Limited0.43%

1. BSE Limited2.20%
2. Multi Commodity Exchange of India Limited1.72%

1. Coforge Limited1.08%
2. Mphasis Limited0.54%
3. Tech Mahindra Limited0.52%
4. Billionbrains Garage Ventures Ltd0.44%
5. Persistent Systems Limited0.38%
6. Infosys Limited0.29%
7. Birlasoft Limited0.29%

1. Eternal Limited2.21%
2. FSN E-Commerce Ventures Limited0.86%

1. Apar Industries Limited2.00%
2. Pidilite Industries Limited0.95%

1. Bharat Heavy Electricals Limited1.82%
2. TD Power Systems Limited0.55%
3. Triveni Turbine Limited0.53%

1. Fortis Healthcare Limited1.36%
2. Apollo Hospitals Enterprise Limited1.02%
3. Vijaya Diagnostic Centre Limited0.50%

1. GE Vernova T&D India Limited2.16%

1. Larsen & Toubro Limited2.05%

1. Reliance Industries Limited1.97%

1. Mahindra & Mahindra Limited1.50%
2. Maruti Suzuki India Limited0.46%

1. Sona BLW Precision Forgings Limited1.89%

1. Samvardhana Motherson International Limited1.31%
2. UNO Minda Limited0.51%

1. Bharti Airtel Limited1.74%

1. Cummins India Limited0.87%
2. Kirloskar Oil Engines Limited0.87%

1. Premier Energies Limited0.99%
2. CG Power and Industrial Solutions Limited0.57%

1. The Indian Hotels Company Limited0.64%
2. ITC Hotels Limited0.47%
3. Jubilant Foodworks Limited0.38%

1. State Bank of India1.47%

1. Minda Corporation Limited1.41%

1. Indus Towers Limited1.27%

1. The Phoenix Mills Limited1.17%

1. Varun Beverages Limited1.12%

1. Solar Industries India Limited1.03%

1. Radico Khaitan Limited1.02%

1. InterGlobe Aviation Limited1.01%

1. Bharat Electronics Limited1.01%

About Fund Axis Large & Mid Cap Fund Growth

Axis Large & Mid Cap Fund Growth managed by Axis Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹16,469 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.96. Under the expert guidance of Shreyash Devalkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Shreyash Devalkar

Mr. Shreyash is an engineer from UDCT, Mumbai with a post graduate degree in management from the JBIMS, Mumbai University. He brings experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

Peer Comparison

Fund Name1Y3Y
This FundEdelweiss Large & Mid Cap Fund Growth2.787350.5656
This FundHDFC Large and Mid Cap Fund - Growth0.509151.7219
This FundAxis Large & Mid Cap Fund Growth5.256751.8519
This FundInvesco India Large & Mid Cap Fund Growth7.250587.1436

Axis Large & Mid Cap Fund Growth FAQs

Axis Large & Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Large & Mid Cap Fund Growth is 1.96. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 1.74%
  • 6 Months : 4.81%
  • 1 Year : 5.26%
  • 3 Years : 14.94%
Returns of Axis Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 34.44 as on Jul 17,2026. Since inception, the return has been 51.85%.

You can invest in Axis Large & Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Large & Mid Cap Fund Growth is ₹16,469 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.