Axis Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
+11.84%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Sep 2025
₹70.88
Rating
1
Min. SIP amount
₹100
Fund size
₹32,953.56Cr

Return calculator

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

Holdings (57)

NameSectorInstrumentAssets
FinancialEquity9.37%
FinancialEquity8.72%
EnergyEquity6.12%
CommunicationEquity5.26%
TechnologyEquity4.89%
FinancialEquity4.68%
ServicesEquity3.85%
ConstructionEquity3.69%
AutomobileEquity3.56%
ConstructionEquity3.13%
ServicesEquity2.95%
FinancialEquity2.94%
HealthcareEquity2.18%
Consumer DiscretionaryEquity2.15%
ServicesEquity1.95%
ServicesEquity1.92%
ChemicalsEquity1.85%
HealthcareEquity1.62%
FinancialEquity1.58%
TechnologyEquity1.45%
Capital GoodsEquity1.40%
FinancialEquity1.24%
AutomobileEquity1.20%
AutomobileEquity1.18%
TechnologyEquity1.17%
HealthcareEquity1.15%
InsuranceEquity1.11%
ServicesEquity1.03%
HealthcareEquity1.02%
EnergyEquity1.02%
ServicesEquity1.01%
Capital GoodsEquity0.90%
AutomobileEquity0.83%
NAMutual Fund0.79%
HealthcareEquity0.79%
Consumer StaplesEquity0.76%
Consumer StaplesEquity0.68%
Reserve Bank of India
FinancialT-Bills0.68%
FinancialEquity0.67%
EnergyEquity0.66%
Capital GoodsEquity0.65%
Reserve Bank of India
FinancialT-Bills0.59%
AutomobileEquity0.51%
Capital GoodsEquity0.47%
TechnologyEquity0.44%
ChemicalsEquity0.42%
Consumer StaplesEquity0.39%
Reserve Bank of India
FinancialT-Bills0.38%
HealthcareEquity0.32%
Reserve Bank of India
FinancialT-Bills0.30%
EnergyEquity0.29%
InsuranceEquity0.28%
AutomobileEquity0.26%
HealthcareEquity0.26%
ServicesEquity0.22%
Reserve Bank of India
FinancialT-Bills0.05%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.01%
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 Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.7%11.8%15.6%14.7%
Category average-2.6%13.8%18.6%NA
Rank with in category437757NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
3.0%19.9%45,012.18
5
1.4%18.4%71,839.85
5
1.4%17.9%6,397.58
5
-2.4%16.2%37,659.18
4
1.5%16.1%16,280.52

Expense ratio, exit load and tax

Expense ratio: 0.71%

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
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.
Also manages these schemes

Jayesh Sundar
Nov 2024 - Present
View details

Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
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,

Pros and cons

Category: Equity Large Cap

Pros

1Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.71%

Cons

3Y and 5Y annualised returns lower than category average
Lower alpha: -1.38 The fund has generated returns lower than benchmark - BSE 100 Total Return Index - in the last 3Y
Low rating: 1

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