Axis Large Cap Fund Direct Growth

Axis Large Cap Fund Direct Growth

+12.86%
3Y annualised
+0.87% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar '26
₹66.26
Min. for SIP
₹100
Fund size
₹32,436.77 Cr
Expense ratio
0.71%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,592
-4.01%
3 years₹1,80,000₹1,92,348
+6.86%
5 years₹3,00,000₹3,56,517
+18.84%
10 years₹6,00,000₹10,84,250
+80.71%

Holdings (52)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity8.73%
HDFC Bank Ltd.FinancialEquity8.30%
Reliance Industries Ltd.EnergyEquity6.06%
Larsen & Toubro Ltd.ConstructionEquity5.24%
Bharti Airtel Ltd.CommunicationEquity4.41%
State Bank of IndiaFinancialEquity4.22%
Infosys Ltd.TechnologyEquity4.04%
Bajaj Finance Ltd.FinancialEquity3.91%
Kotak Mahindra Bank Ltd.FinancialEquity3.60%
Mahindra & Mahindra Ltd.AutomobileEquity3.57%
Ultratech Cement Ltd.ConstructionEquity2.73%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.51%
Eternal Ltd.ServicesEquity1.96%
Titan Company Ltd.Consumer DiscretionaryEquity1.94%
Interglobe Aviation Ltd.ServicesEquity1.77%
Shriram Finance LtdFinancialEquity1.69%
Bharat Electronics Ltd.Capital GoodsEquity1.64%
Pidilite Industries Ltd.ChemicalsEquity1.56%
Tata Motors Ltd.AutomobileEquity1.40%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.38%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.29%
NTPC Ltd.EnergyEquity1.19%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.18%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.13%
Samvardhana Motherson International Ltd.AutomobileEquity1.08%
Axis Money Market Fund Direct-Growth--Mutual Fund1.08%
Divi's Laboratories Ltd.HealthcareEquity1.07%
TVS Motor Company Ltd.AutomobileEquity0.99%
Tech Mahindra Ltd.TechnologyEquity0.95%
The Indian Hotels Company Ltd.ServicesEquity0.92%
Axis Nifty 50 ETF-Growth--Mutual Fund0.83%
Tata Consultancy Services Ltd.TechnologyEquity0.83%
Tata Consumer Products Ltd.Consumer StaplesEquity0.82%
Axis Bank Ltd.FinancialEquity0.80%
Maruti Suzuki India Ltd.AutomobileEquity0.77%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.68%
Cummins India Ltd.Capital GoodsEquity0.60%
Trent Ltd.ServicesEquity0.59%
Solar Industries India Ltd.ChemicalsEquity0.56%
HDFC Life Insurance Co Ltd.InsuranceEquity0.56%
Eicher Motors Ltd.AutomobileEquity0.55%
Hyundai Motor India Ltd.AutomobileEquity0.55%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.50%
Britannia Industries Ltd.Consumer StaplesEquity0.50%
Avenue Supermarts Ltd.ServicesEquity0.45%
Hindustan Unilever Ltd.Consumer StaplesEquity0.44%
Varun Beverages Ltd.Consumer StaplesEquity0.40%
SBI Life Insurance Company Ltd.InsuranceEquity0.32%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.30%
Tata Power Company Ltd.EnergyEquity0.27%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.16%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+12.9%+9.4%+13.6%+13.6%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)555915--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Fund management

SD
Shreyash Devalkar
Nov 2016 - 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.

JS
Jayesh Sundar
Nov 2024 - Present
View details

About Axis Large Cap Fund Direct Growth

Axis Large Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Shreyash Devalkar is the Current Fund Manager of Axis Large Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 18 Mar 2026 is ₹66.26. The Axis Large Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.
Fund benchmarkBSE 100 Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,