Axis Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
+13.50%
3Y annualised
+0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct 2025
₹72.02
Rating
1
Min. SIP amount
₹100
Fund size
₹32,956.38Cr

Return calculator

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

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity9.36%
FinancialEquity8.40%
EnergyEquity6.15%
FinancialEquity5.39%
CommunicationEquity5.23%
TechnologyEquity5.06%
ConstructionEquity4.07%
ServicesEquity3.94%
AutomobileEquity3.38%
FinancialEquity3.38%
ConstructionEquity3.02%
ServicesEquity3.02%
HealthcareEquity2.22%
Capital GoodsEquity1.99%
ServicesEquity1.90%
ServicesEquity1.84%
ChemicalsEquity1.78%
FinancialEquity1.68%
AutomobileEquity1.58%
HealthcareEquity1.50%
FinancialEquity1.49%
Consumer DiscretionaryEquity1.30%
AutomobileEquity1.29%
InsuranceEquity1.09%
AutomobileEquity1.08%
EnergyEquity1.06%
HealthcareEquity1.04%
HealthcareEquity1.02%
TechnologyEquity0.98%
Capital GoodsEquity0.98%
Capital GoodsEquity0.97%
ServicesEquity0.90%
Consumer StaplesEquity0.86%
NAMutual Fund0.80%
Consumer StaplesEquity0.78%
EnergyEquity0.71%
ServicesEquity0.64%
AutomobileEquity0.56%
FinancialEquity0.54%
Capital GoodsEquity0.52%
HealthcareEquity0.50%
TechnologyEquity0.47%
AutomobileEquity0.42%
ChemicalsEquity0.40%
EnergyEquity0.31%
HealthcareEquity0.26%
TechnologyEquity0.26%
Consumer StaplesEquity0.24%
Consumer StaplesEquity0.23%
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 returns7.5%13.5%15.1%14.8%
Category average4.4%15.9%18.6%NA
Rank with in category468058NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
9.9%20.9%46,463.11
5
8.6%19.2%73,034.52
5
7.6%18.8%6,620.66
5
5.2%17.4%38,251.04
4
8.6%17.3%16,514.67

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: -1.59 The fund has generated returns lower than benchmark - BSE 100 Total Return Index - in the last 3Y
Low rating: 1

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