Return

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

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

15,559 Cr

Lock In Period

N/A

Expense Ratio

1.68

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 31.57 NAV as of Mar 11,2026 and returns since inception of 67.21%. Minimum investments start at SIP ₹100. The Axis Large & Mid Cap Fund Growth AUM is ₹15,559 Cr, with a lock-in of N/A years, expense ratio of 1.68%, 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 -5.87% returns, against a category average of -1.90% and a category best of 5.46%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.87-1.905.46
6M-4.101.5629.78
1Y10.975.9240.44
3Y18.6914.44134.87

Portfolio Analysis

  • Equity: 88.26%
  • Debt: 11.74%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Limited5.82%
2. ICICI Bank Limited4.75%
3. The Federal Bank Limited1.82%
4. Kotak Mahindra Bank Limited1.18%
5. IndusInd Bank Limited1.03%
6. AU Small Finance Bank Limited0.76%
7. RBL Bank Limited0.57%

1. Infosys Limited2.09%
2. Coforge Limited1.14%
3. Tech Mahindra Limited1.07%
4. Mphasis Limited0.88%
5. Persistent Systems Limited0.80%
6. Birlasoft Limited0.45%

1. Shriram Finance Limited2.03%
2. Bajaj Finance Limited1.24%
3. Sundaram Finance Limited0.95%
4. Cholamandalam Investment and Finance Company Ltd0.68%
5. Mahindra & Mahindra Financial Services Limited0.55%
6. SBI Cards and Payment Services Limited0.28%
7. L&T Finance Limited0.17%

1. Divi's Laboratories Limited1.51%
2. Torrent Pharmaceuticals Limited1.00%
3. Mankind Pharma Limited0.94%
4. Lupin Limited0.68%
5. Glenmark Pharmaceuticals Limited0.43%
6. Sun Pharmaceutical Industries Limited0.39%
7. Gland Pharma Limited0.31%
8. Anthem Biosciences Limited0.15%

1. State Bank of India2.55%
2. Indian Bank0.87%

1. Multi Commodity Exchange of India Limited2.08%
2. BSE Limited1.12%

1. Mahindra & Mahindra Limited1.80%
2. Hyundai Motor India Ltd0.76%
3. Maruti Suzuki India Limited0.51%

1. Reliance Industries Limited2.56%
2. Bharat Petroleum Corporation Limited0.37%

1. Fortis Healthcare Limited1.46%
2. Apollo Hospitals Enterprise Limited0.56%
3. Vijaya Diagnostic Centre Limited0.53%

1. Eternal Limited1.46%
2. Swiggy Limited0.49%
3. FSN E-Commerce Ventures Limited0.24%

1. Torrent Power Limited2.18%

1. Bharti Airtel Limited1.99%

1. Larsen & Toubro Limited1.92%

1. The Indian Hotels Company Limited0.91%
2. ITC Hotels Limited0.51%
3. Jubilant Foodworks Limited0.48%

1. Pidilite Industries Limited0.92%
2. Apar Industries Limited0.81%

1. GE Vernova T&D India Limited1.52%

1. Vishal Mega Mart Limited1.08%
2. Avenue Supermarts Limited0.25%

1. The Phoenix Mills Limited0.89%
2. Prestige Estates Projects Limited0.43%

1. Indus Towers Limited1.31%

1. Bharat Heavy Electricals Limited0.92%
2. Jyoti CNC Automation Ltd0.30%

1. Premier Energies Limited0.73%
2. CG Power and Industrial Solutions Limited0.49%

1. Hindustan Unilever Limited0.40%
2. Colgate Palmolive (India) Limited0.32%
3. Dabur India Limited0.30%
4. Godrej Consumer Products Limited0.19%

1. Bharat Electronics Limited1.19%

1. Ashok Leyland Limited1.14%

1. Solar Industries India Limited1.05%

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 ₹15,559 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.68. 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.

Peer Comparison

Fund Name1Y3Y
This FundKotak Large & Midcap Fund - Growth14.453264.2276
This FundHDFC Large and Mid Cap Fund - Growth10.408566.1489
This FundAxis Large & Mid Cap Fund Growth10.966667.214
This FundMotilal Oswal Large and Midcap Fund Growth14.21683.8563

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 1.68. 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 : -5.87%
  • 6 Months : -4.10%
  • 1 Year : 10.97%
  • 3 Years : 18.69%
Returns of Axis Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 31.57 as on Mar 11,2026. Since inception, the return has been 67.21%.

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 ₹15,559 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