Axis Large & Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
18.04%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹35.99
Rating
3
Min. SIP amount
₹100
Fund size
₹14,805.39Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (106)

NameSectorInstrumentAssets
FinancialEquity6.99%
FinancialEquity4.75%
EnergyEquity3.40%
EnergyEquity2.69%
CommunicationEquity2.51%
Capital GoodsEquity2.19%
TechnologyEquity2.13%
FinancialEquity2.11%
ServicesEquity1.91%
HealthcareEquity1.81%
ConstructionEquity1.60%
FinancialEquity1.50%
ServicesEquity1.48%
FinancialEquity1.46%
Capital GoodsEquity1.46%
HealthcareEquity1.43%
TechnologyEquity1.42%
ServicesEquity1.32%
ServicesEquity1.28%
Capital GoodsEquity1.26%
FinancialEquity1.20%
HealthcareEquity1.18%
ChemicalsEquity1.13%
NA
NAEquity1.13%
TechnologyEquity1.11%
AutomobileEquity1.07%
Capital GoodsEquity1.03%
ChemicalsEquity1.01%
ChemicalsEquity0.98%
ServicesEquity0.98%
ChemicalsEquity0.96%
ServicesEquity0.95%
FinancialEquity0.93%
Consumer DiscretionaryEquity0.93%
Consumer StaplesEquity0.92%
Capital GoodsEquity0.89%
Capital GoodsEquity0.89%
DiversifiedEquity0.88%
TechnologyEquity0.88%
FinancialEquity0.87%
ServicesEquity0.85%
TechnologyEquity0.85%
ChemicalsEquity0.84%
Capital GoodsEquity0.83%
HealthcareEquity0.83%
Consumer StaplesEquity0.83%
ConstructionEquity0.81%
Capital GoodsEquity0.79%
HealthcareEquity0.79%
NAMutual Fund0.79%
ConstructionEquity0.76%
Consumer StaplesEquity0.75%
Capital GoodsEquity0.72%
ServicesEquity0.70%
ConstructionEquity0.70%
AutomobileEquity0.69%
ServicesEquity0.69%
HealthcareEquity0.68%
Capital GoodsEquity0.67%
FinancialEquity0.66%
HealthcareEquity0.66%
ChemicalsEquity0.65%
iShares NASDAQ 100 UCITS ETF USD
FinancialForeign MF0.62%
Alphabet Inc Class A
ServicesForgn. Eq0.60%
HealthcareEquity0.57%
Capital GoodsEquity0.56%
iShares Core S&P 500 UCITS ETF USD
FinancialForeign MF0.55%
AutomobileEquity0.55%
FinancialEquity0.54%
Consumer DiscretionaryEquity0.54%
Capital GoodsEquity0.52%
InsuranceEquity0.51%
Booking Holdings Inc
ServicesForgn. Eq0.50%
HealthcareEquity0.50%
HealthcareEquity0.50%
AutomobileEquity0.49%
Boston Scientific Corp
HealthcareForgn. Eq0.49%
Taiwan Semiconductor Manufacturing Company Ltd. - ADR
TechnologyADS/ADR0.48%
Microsoft Corportion (US)
TechnologyForgn. Eq0.46%
ServicesEquity0.45%
ServicesEquity0.43%
AutomobileEquity0.43%
Capital GoodsEquity0.40%
ConstructionEquity0.40%
TJX Companies Inc
ServicesForgn. Eq0.39%
ChemicalsEquity0.38%
SAP SE - ADR
TechnologyADS/ADR0.36%
HealthcareEquity0.36%
FinancialEquity0.35%
Meta Platforms Inc
ServicesForgn. Eq0.35%
Uber Technologies Inc.
ServicesForgn. Eq0.35%
HealthcareEquity0.34%
Reserve Bank of India
FinancialT-Bills0.34%
NetFlix Inc. (USA)
ServicesForgn. Eq0.33%
Metals & MiningEquity0.32%
Coca Cola Co. (US)
Consumer StaplesForgn. Eq0.31%
ChemicalsEquity0.31%
Visa Inc
FinancialForgn. Eq0.30%
FinancialEquity0.30%
Parker-Hannifin Corp
Capital GoodsForgn. Eq0.26%
Autozone Inc
ServicesForgn. Eq0.24%
EnergyEquity0.22%
HealthcareEquity0.18%
AutomobileEquity0.16%
Spotify Technology S.A. - ADR
ServicesForgn. Eq0.11%
Consumer StaplesEquity0.09%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.1%18.0%22.9%20.5%
Category average-7.6%16.9%21.8%NA
Rank with in category91614NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.60%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Shreyash Devalkar
Aug 2023 - Present
View details

Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior 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.
Also manages these schemes

Hitesh Das
Aug 2023 - Present
View details

Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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