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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹13,973 Cr

Lock In Period

N/A

Expense Ratio

1.69

Benchmark

Nifty Large Midcap 250 Total Return

Exit Load

If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.

Summary

Latest details for Axis Large & Mid Cap Fund Growth include a ₹33.01 NAV as of Apr 21,2026 and returns since inception of 70.24%. Minimum investments start at SIP ₹100. The Axis Large & Mid Cap Fund Growth AUM is ₹13,973 Cr, with a lock-in of N/A years, expense ratio of 1.69%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.. In the growth review for 1M Month/Year, the fund recorded 8.19% returns, against a category average of 2.13% and a category best of 12.07%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.192.1312.07
6M-1.551.8429.78
1Y8.595.9840.44
3Y19.4117.56134.87

Portfolio Analysis

  • Equity: 86.84%
  • Debt: 13.16%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited4.85%
2. ICICI Bank Limited4.63%
3. The Federal Bank Limited1.79%
4. Axis Bank Limited1.49%
5. Kotak Mahindra Bank Limited1.12%
6. IndusInd Bank Limited1.11%
7. RBL Bank Limited0.92%
8. AU Small Finance Bank Limited0.62%
9. Bandhan Bank Limited0.24%

1. Divi's Laboratories Limited1.62%
2. Sun Pharmaceutical Industries Limited1.24%
3. Torrent Pharmaceuticals Limited1.17%
4. Mankind Pharma Limited0.98%
5. Lupin Limited0.80%
6. Anthem Biosciences Limited0.50%
7. Glenmark Pharmaceuticals Limited0.50%

1. Infosys Limited1.70%
2. Tech Mahindra Limited0.98%
3. Coforge Limited0.97%
4. Mphasis Limited0.72%
5. Persistent Systems Limited0.67%
6. Birlasoft Limited0.39%

1. Shriram Finance Limited2.22%
2. Bajaj Finance Limited1.14%
3. Sundaram Finance Limited0.86%
4. Cholamandalam Investment and Finance Company Ltd0.62%
5. Mahindra & Mahindra Financial Services Limited0.37%

1. Multi Commodity Exchange of India Limited2.00%
2. BSE Limited1.61%

1. State Bank of India2.68%
2. Indian Bank0.84%

1. Reliance Industries Limited2.69%

1. Fortis Healthcare Limited1.33%
2. Apollo Hospitals Enterprise Limited0.65%
3. Vijaya Diagnostic Centre Limited0.52%

1. Torrent Power Limited2.24%

1. Eternal Limited1.34%
2. Swiggy Limited0.45%
3. FSN E-Commerce Ventures Limited0.26%

1. Apar Industries Limited1.09%
2. Pidilite Industries Limited0.91%

1. Bharti Airtel Limited1.97%

1. Mahindra & Mahindra Limited1.70%
2. Maruti Suzuki India Limited0.20%

1. Larsen & Toubro Limited1.88%

1. GE Vernova T&D India Limited1.87%

1. Vishal Mega Mart Limited0.99%
2. Avenue Supermarts Limited0.65%

1. Indus Towers Limited1.60%

1. Premier Energies Limited0.99%
2. CG Power and Industrial Solutions Limited0.60%

1. The Indian Hotels Company Limited0.53%
2. Jubilant Foodworks Limited0.46%
3. ITC Hotels Limited0.43%

1. Bharat Heavy Electricals Limited0.94%
2. Jyoti CNC Automation Ltd0.32%

1. The Phoenix Mills Limited0.88%
2. Prestige Estates Projects Limited0.37%

1. Bharat Electronics Limited1.16%

1. Schaeffler India Limited1.02%

About Fund

Axis Large & Mid Cap Fund Growth managed by Axis Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹13,973 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.69. 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 NameRatingsAUMExpense Ratio
This FundBank of India Large & Mid Cap Fund - Eco Plan Growth0421.84 CR2.48
This FundKotak Large & Midcap Fund - Growth327372.55 CR1.59
This FundAxis Large & Mid Cap Fund Growth313973.12 CR1.69
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundBank of India Large & Mid Cap Fund - Eco Plan Growth9.862365.7523
This FundKotak Large & Midcap Fund - Growth9.573569.8766
This FundAxis Large & Mid Cap Fund Growth8.585570.2424
This FundInvesco India Large & Mid Cap Fund Growth9.514495.4714
This FundMotilal Oswal Large and Midcap Fund Growth15.2378102.755

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 1.69. 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 : 8.19%
  • 6 Months : -1.55%
  • 1 Year : 8.59%
  • 3 Years : 19.41%
Returns of Axis Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 33.01 as on Apr 21,2026. Since inception, the return has been 70.24%.

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 ₹13,973 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.
Min Inv Amount: ₹500