Axis Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
+12.83%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Nov 2025
₹71.89
Rating
1
Min. SIP amount
₹100
Fund size
₹33,827.15Cr

Return calculator

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

Holdings (52)

NameSectorInstrumentAssets
FinancialEquity9.47%
FinancialEquity7.59%
EnergyEquity6.76%
CommunicationEquity5.84%
FinancialEquity5.09%
TechnologyEquity4.76%
ConstructionEquity4.57%
FinancialEquity3.99%
AutomobileEquity3.35%
ServicesEquity3.14%
ConstructionEquity2.98%
ServicesEquity2.96%
FinancialEquity2.79%
HealthcareEquity2.24%
Capital GoodsEquity2.13%
Consumer DiscretionaryEquity2.05%
ServicesEquity1.90%
HealthcareEquity1.89%
ChemicalsEquity1.59%
AutomobileEquity1.51%
ServicesEquity1.37%
AutomobileEquity1.26%
AutomobileEquity1.23%
FinancialEquity1.22%
HealthcareEquity1.05%
Capital GoodsEquity1.04%
HealthcareEquity1.00%
TechnologyEquity0.98%
Consumer StaplesEquity0.96%
Capital GoodsEquity0.95%
NAMutual Fund0.81%
ServicesEquity0.79%
EnergyEquity0.78%
InsuranceEquity0.76%
ServicesEquity0.74%
EnergyEquity0.64%
AutomobileEquity0.54%
AutomobileEquity0.54%
Consumer DiscretionaryEquity0.51%
TechnologyEquity0.49%
Capital GoodsEquity0.48%
Consumer StaplesEquity0.45%
ChemicalsEquity0.41%
HealthcareEquity0.34%
EnergyEquity0.28%
TechnologyEquity0.28%
FinancialEquity0.27%
Consumer StaplesEquity0.25%
HealthcareEquity0.25%
Consumer StaplesEquity0.23%
FinancialEquity0.07%
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 returns10.0%12.8%13.3%14.7%
Category average9.3%15.0%17.1%NA
Rank with in category647558NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
11.7%20.1%48,870.60
5
9.9%18.8%6,933.59
5
12.3%18.8%75,863.08
4
10.7%16.6%17,233.68
5
8.6%16.4%39,779.26

Expense ratio, exit load and tax

Expense ratio: 0.70%

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: 0.7%

Cons

3Y and 5Y annualised returns lower than category average
Lower alpha: -1.46 The fund has generated returns lower than benchmark - BSE 100 Total Return Index - in the last 3Y
Low rating: 1

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