Axis Large & Mid Cap Fund Growth

Axis Large & Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
+19.58%
3Y annualised
-0.75% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹32.90
Min. SIP amount
Not Supported
Fund size
₹15,616.42 Cr
Expense ratio
1.68%

Holdings (116)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.08%
ICICI Bank Ltd.FinancialEquity4.04%
Reliance Industries Ltd.EnergyEquity3.77%
Bharti Airtel Ltd.CommunicationEquity2.08%
Torrent Power Ltd.EnergyEquity2.01%
The Federal Bank Ltd.FinancialEquity2.00%
State Bank of IndiaFinancialEquity1.96%
Larsen & Toubro Ltd.ConstructionEquity1.96%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.79%
Infosys Ltd.TechnologyEquity1.75%
Shriram Finance LtdFinancialEquity1.75%
Mahindra & Mahindra Ltd.AutomobileEquity1.72%
Bajaj Finance Ltd.FinancialEquity1.68%
Eternal Ltd.ServicesEquity1.63%
Divi's Laboratories Ltd.HealthcareEquity1.56%
Fortis Healthcare Ltd.HealthcareEquity1.49%
GE Vernova T&D India LtdCapital GoodsEquity1.44%
Kotak Mahindra Bank Ltd.FinancialEquity1.39%
Coforge Ltd.TechnologyEquity1.34%
Vishal Mega Mart Ltd.ServicesEquity1.15%
Bharat Electronics Ltd.Capital GoodsEquity1.03%
Cummins India Ltd.Capital GoodsEquity1.02%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.01%
Persistent Systems Ltd.TechnologyEquity1.01%
HDFC Asset Management Company Ltd.FinancialEquity1.01%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.99%
TVS Motor Company Ltd.AutomobileEquity0.98%
The Indian Hotels Company Ltd.ServicesEquity0.97%
PB Fintech Ltd.ServicesEquity0.97%
UNO Minda Ltd.AutomobileEquity0.97%
The Phoenix Mills Ltd.ConstructionEquity0.96%
Tech Mahindra Ltd.TechnologyEquity0.96%
Mankind Pharma Ltd.HealthcareEquity0.96%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.95%
AU Small Finance Bank Ltd.FinancialEquity0.94%
BSE Ltd.ServicesEquity0.94%
Pidilite Industries Ltd.ChemicalsEquity0.94%
Solar Industries India Ltd.ChemicalsEquity0.93%
Sundaram Finance Ltd.FinancialEquity0.93%
Schaeffler India Ltd.Capital GoodsEquity0.92%
Alphabet Inc Class AServicesForgn. Eq0.92%
Blue Star Ltd.Consumer DiscretionaryEquity0.88%
Mphasis Ltd.TechnologyEquity0.87%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.85%
Premier Energies Ltd.EnergyEquity0.83%
Apar Industries Ltd.Consumer StaplesEquity0.83%
Axis Nifty 50 ETF-GrowthNAMutual Fund0.79%
Ashok Leyland Ltd.AutomobileEquity0.79%
Hyundai Motor India Ltd.AutomobileEquity0.78%
Indian BankFinancialEquity0.78%
Maruti Suzuki India Ltd.AutomobileEquity0.76%
Swiggy Ltd.ServicesEquity0.75%
Ultratech Cement Ltd.ConstructionEquity0.74%
HDFC Life Insurance Co Ltd.InsuranceEquity0.71%
Indus Towers Ltd.CommunicationEquity0.70%
ITC Ltd.Consumer StaplesEquity0.67%
iShares NASDAQ 100 UCITS ETF USDFinancialForeign MF0.66%
Lupin Ltd.HealthcareEquity0.65%
L&T Finance Ltd.FinancialEquity0.63%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.63%
Titan Company Ltd.Consumer DiscretionaryEquity0.62%
Minda Corporation Ltd.AutomobileEquity0.60%
RBL Bank Ltd.FinancialEquity0.59%
iShares Core S&P 500 UCITS ETF USDFinancialForeign MF0.58%
Berger Paints India Ltd.ChemicalsEquity0.58%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.58%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.57%
Coromandel International Ltd.ChemicalsEquity0.57%
Hindalco Industries Ltd.Metals & MiningEquity0.57%
Kei Industries Ltd.Capital GoodsEquity0.56%
ITC Hotels Ltd.ServicesEquity0.56%
Taiwan Semiconductor Manufacturing Company Ltd. - ADRTechnologyADS/ADR0.56%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.55%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.55%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.55%
Jubilant FoodWorks Ltd.ServicesEquity0.53%
Varun Beverages Ltd.Consumer StaplesEquity0.52%
FSN E-Commerce Ventures Ltd.ServicesEquity0.48%
Prestige Estates Projects Ltd.ConstructionEquity0.46%
Birlasoft Ltd.TechnologyEquity0.46%
Booking Holdings IncServicesForgn. Eq0.45%
TJX Companies IncServicesForgn. Eq0.44%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.42%
Interglobe Aviation Ltd.ServicesEquity0.42%
Linde India Ltd.ChemicalsEquity0.41%
Boston Scientific CorpHealthcareForgn. Eq0.40%
Avenue Supermarts Ltd.ServicesEquity0.40%
Hindustan Unilever Ltd.Consumer StaplesEquity0.39%
Microsoft Corportion (US)TechnologyForgn. Eq0.38%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.37%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.37%
Tata Steel Ltd.Metals & MiningEquity0.34%
SBI Cards And Payment Services Ltd.FinancialEquity0.31%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.30%
Dabur India Ltd.Consumer StaplesEquity0.29%
Uber Technologies Inc.ServicesForgn. Eq0.29%
CreditAccess Grameen Ltd.FinancialEquity0.29%
Gland Pharma Ltd.HealthcareEquity0.28%
SAP SE - ADRTechnologyADS/ADR0.27%
Parker-Hannifin CorpCapital GoodsForgn. Eq0.27%
Visa IncFinancialForgn. Eq0.27%
Meta Platforms IncServicesForgn. Eq0.27%
NetFlix Inc. (USA)ServicesForgn. Eq0.24%
HDB Financial Services Ltd.FinancialEquity0.20%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.20%
Autozone IncServicesForgn. Eq0.19%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.18%
Bharat Petroleum Corporation Ltd.EnergyEquity0.18%
Anthem Biosciences Ltd.HealthcareEquity0.16%
Coca Cola Co. (US)Consumer StaplesForgn. Eq0.14%
Tata Capital Ltd.FinancialEquity0.12%
Spotify Technology S.A. - ADRServicesForgn. Eq0.08%
Capillary Technologies India Ltd.TechnologyEquity0.01%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
Kwality Walls India Ltd.Consumer StaplesEquity0.01%
Coforge Ltd.TechnologyFutures-0.44%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+4.7%+19.6%+16.6%+17.9%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)261016--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

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 Growth

Axis Large & Mid Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹32.90. The Axis Large & Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹3,62,655.43 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
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,