Axis Large & Mid Cap Fund Direct Growth

Axis Large & Mid Cap Fund Direct Growth

+19.07%
3Y annualised
-2.87% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹33.83
Min. for SIP
₹100
Fund size
₹15,559.49 Cr
Expense ratio
0.60%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹28,816
-3.95%
1 year₹60,000₹58,846
-1.92%
3 years₹1,80,000₹2,04,771
+13.76%
5 years₹3,00,000₹4,07,091
+35.70%

Holdings (110)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.46%
ICICI Bank Ltd.FinancialEquity4.75%
State Bank of IndiaFinancialEquity2.95%
Reliance Industries Ltd.EnergyEquity2.51%
Torrent Power Ltd.EnergyEquity2.42%
Shriram Finance LtdFinancialEquity2.11%
Larsen & Toubro Ltd.ConstructionEquity2.06%
Bharti Airtel Ltd.CommunicationEquity1.86%
The Federal Bank Ltd.FinancialEquity1.86%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.84%
GE Vernova T&D India LtdCapital GoodsEquity1.78%
Mahindra & Mahindra Ltd.AutomobileEquity1.76%
Fortis Healthcare Ltd.HealthcareEquity1.59%
Divi's Laboratories Ltd.HealthcareEquity1.57%
Indus Towers Ltd.CommunicationEquity1.56%
Infosys Ltd.TechnologyEquity1.46%
Bajaj Finance Ltd.FinancialEquity1.30%
Eternal Ltd.ServicesEquity1.30%
Indusind Bank Ltd.FinancialEquity1.26%
Ashok Leyland Ltd.AutomobileEquity1.20%
Kotak Mahindra Bank Ltd.FinancialEquity1.18%
Bharat Electronics Ltd.Capital GoodsEquity1.16%
Taiwan Semiconductor Manufacturing Company Ltd. - ADRTechnologyADS/ADR1.13%
Apar Industries Ltd.Consumer StaplesEquity1.11%
Solar Industries India Ltd.ChemicalsEquity1.08%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.08%
Schaeffler India Ltd.Capital GoodsEquity1.04%
TVS Motor Company Ltd.AutomobileEquity1.03%
Ultratech Cement Ltd.ConstructionEquity1.01%
Vishal Mega Mart Ltd.ServicesEquity1.00%
Blue Star Ltd.Consumer DiscretionaryEquity0.99%
Mankind Pharma Ltd.HealthcareEquity0.98%
Sundaram Finance Ltd.FinancialEquity0.98%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.96%
Pidilite Industries Ltd.ChemicalsEquity0.95%
Alphabet Inc Class AServicesForgn. Eq0.93%
Indian BankFinancialEquity0.92%
RBL Bank Ltd.FinancialEquity0.91%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.91%
Supreme Industries Ltd.ChemicalsEquity0.89%
The Indian Hotels Company Ltd.ServicesEquity0.88%
The Phoenix Mills Ltd.ConstructionEquity0.87%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.86%
HDFC Asset Management Company Ltd.FinancialEquity0.86%
UNO Minda Ltd.AutomobileEquity0.82%
Tech Mahindra Ltd.TechnologyEquity0.78%
Axis Nifty 50 ETF-Growth--Mutual Fund0.77%
BSE Ltd.ServicesEquity0.76%
Coforge Ltd.TechnologyEquity0.74%
Hyundai Motor India Ltd.AutomobileEquity0.74%
AU Small Finance Bank Ltd.FinancialEquity0.73%
Premier Energies Ltd.EnergyEquity0.73%
Mphasis Ltd.TechnologyEquity0.72%
Lupin Ltd.HealthcareEquity0.72%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.71%
HDFC Life Insurance Co Ltd.InsuranceEquity0.68%
Titan Company Ltd.Consumer DiscretionaryEquity0.66%
iShares NASDAQ 100 UCITS ETF USDFinancialForeign MF0.66%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.61%
Cummins India Ltd.Capital GoodsEquity0.61%
Minda Corporation Ltd.AutomobileEquity0.61%
Kei Industries Ltd.Capital GoodsEquity0.61%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.60%
Hindalco Industries Ltd.Metals & MiningEquity0.59%
iShares Core S&P 500 UCITS ETF USDFinancialForeign MF0.59%
Coromandel International Ltd.ChemicalsEquity0.56%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.54%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.54%
Jubilant FoodWorks Ltd.ServicesEquity0.50%
ITC Hotels Ltd.ServicesEquity0.49%
Berger Paints India Ltd.ChemicalsEquity0.48%
Varun Beverages Ltd.Consumer StaplesEquity0.48%
Swiggy Ltd.ServicesEquity0.47%
TJX Companies IncServicesForgn. Eq0.47%
NVIDIA Corporation (USA)Capital GoodsForgn. Eq0.45%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.45%
Reserve Bank of IndiaFinancialT-Bills0.45%
PB Fintech Ltd.ServicesEquity0.44%
Tata Capital Ltd.FinancialEquity0.42%
Birlasoft Ltd.TechnologyEquity0.41%
Maruti Suzuki India Ltd.AutomobileEquity0.41%
Tata Steel Ltd.Metals & MiningEquity0.41%
Prestige Estates Projects Ltd.ConstructionEquity0.41%
Interglobe Aviation Ltd.ServicesEquity0.40%
Hindustan Unilever Ltd.Consumer StaplesEquity0.39%
Linde India Ltd.ChemicalsEquity0.39%
Bharat Petroleum Corporation Ltd.EnergyEquity0.36%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.34%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.33%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.33%
AstraZeneca PLCServicesForgn. Eq0.32%
Parker-Hannifin CorpCapital GoodsForgn. Eq0.32%
Gland Pharma Ltd.HealthcareEquity0.30%
Dabur India Ltd.Consumer StaplesEquity0.30%
Persistent Systems Ltd.TechnologyEquity0.28%
SBI Cards And Payment Services Ltd.FinancialEquity0.28%
Uber Technologies Inc.ServicesForgn. Eq0.27%
FSN E-Commerce Ventures Ltd.ServicesEquity0.27%
Avenue Supermarts Ltd.ServicesEquity0.26%
Microsoft Corportion (US)TechnologyForgn. Eq0.26%
Visa IncFinancialForgn. Eq0.25%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.23%
Boston Scientific CorpHealthcareForgn. Eq0.22%
Meta Platforms IncServicesForgn. Eq0.20%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.19%
Coca Cola Co. (US)Consumer StaplesForgn. Eq0.17%
Anthem Biosciences Ltd.HealthcareEquity0.17%
Autozone IncServicesForgn. Eq0.16%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.03%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
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
Name1Y3Y5YAll
Fund returns+5.0%+19.1%+15.1%+17.9%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)18917--

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

Fund management

SD
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.

HD
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.

About Axis Large & Mid Cap Fund Direct Growth

Axis Large & Mid 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 & Mid 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 19 Mar 2026 is ₹33.83. The Axis Large & Mid 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 seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
Fund benchmarkNIFTY Large Midcap 250 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,