Axis Large & Mid Cap Fund Growth

Axis Large & Mid Cap Fund Growth

+19.11%
3Y annualised
-0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹32.81
Min. for SIP
₹100
Fund size (AUM)
₹13,973.12 Cr
Expense ratio
2.45%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,278
+0.93%
1 year₹60,000₹61,066
+1.78%
3 years₹1,80,000₹2,07,620
+15.34%
5 years₹3,00,000₹4,08,387
+36.13%

Holdings (107)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity4.85%
ICICI Bank Ltd.FinancialEquity4.63%
Reliance Industries Ltd.EnergyEquity2.69%
State Bank of IndiaFinancialEquity2.68%
Torrent Power Ltd.EnergyEquity2.24%
Shriram Finance LtdFinancialEquity2.22%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.00%
Bharti Airtel Ltd.CommunicationEquity1.97%
Larsen & Toubro Ltd.ConstructionEquity1.88%
GE Vernova T&D India LtdCapital GoodsEquity1.87%
The Federal Bank Ltd.FinancialEquity1.79%
Mahindra & Mahindra Ltd.AutomobileEquity1.70%
Infosys Ltd.TechnologyEquity1.70%
Divi's Laboratories Ltd.HealthcareEquity1.62%
BSE Ltd.ServicesEquity1.61%
Indus Towers Ltd.CommunicationEquity1.60%
Axis Bank Ltd.FinancialEquity1.49%
Eternal Ltd.ServicesEquity1.34%
Fortis Healthcare Ltd.HealthcareEquity1.33%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.24%
Taiwan Semiconductor Manufacturing Company Ltd. - ADRTechnologyADS/ADR1.18%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.17%
Bharat Electronics Ltd.Capital GoodsEquity1.16%
Bajaj Finance Ltd.FinancialEquity1.14%
Kotak Mahindra Bank Ltd.FinancialEquity1.12%
Indusind Bank Ltd.FinancialEquity1.11%
Apar Industries Ltd.Consumer StaplesEquity1.09%
Schaeffler India Ltd.Capital GoodsEquity1.02%
Vishal Mega Mart Ltd.ServicesEquity0.99%
Alphabet Inc Class AServicesForgn. Eq0.99%
Premier Energies Ltd.EnergyEquity0.99%
Tech Mahindra Ltd.TechnologyEquity0.98%
Mankind Pharma Ltd.HealthcareEquity0.98%
Coforge Ltd.TechnologyEquity0.97%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.97%
Ultratech Cement Ltd.ConstructionEquity0.95%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.94%
Supreme Industries Ltd.ChemicalsEquity0.94%
RBL Bank Ltd.FinancialEquity0.92%
Blue Star Ltd.Consumer DiscretionaryEquity0.91%
Pidilite Industries Ltd.ChemicalsEquity0.91%
The Phoenix Mills Ltd.ConstructionEquity0.88%
Sundaram Finance Ltd.FinancialEquity0.86%
Hindalco Industries Ltd.Metals & MiningEquity0.86%
Solar Industries India Ltd.ChemicalsEquity0.86%
Indian BankFinancialEquity0.84%
Lupin Ltd.HealthcareEquity0.80%
Axis Nifty 50 ETF-Growth--Mutual Fund0.75%
TVS Motor Company Ltd.AutomobileEquity0.74%
Mphasis Ltd.TechnologyEquity0.72%
iShares NASDAQ 100 UCITS ETF USDFinancialForeign MF0.71%
Titan Company Ltd.Consumer DiscretionaryEquity0.67%
Persistent Systems Ltd.TechnologyEquity0.67%
Avenue Supermarts Ltd.ServicesEquity0.65%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.65%
iShares Core S&P 500 UCITS ETF USDFinancialForeign MF0.64%
HDFC Life Insurance Co Ltd.InsuranceEquity0.63%
Cummins India Ltd.Capital GoodsEquity0.63%
AU Small Finance Bank Ltd.FinancialEquity0.62%
Minda Corporation Ltd.AutomobileEquity0.62%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.62%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.60%
UNO Minda Ltd.AutomobileEquity0.57%
AstraZeneca PLCServicesForgn. Eq0.56%
Coromandel International Ltd.ChemicalsEquity0.54%
TJX Companies IncServicesForgn. Eq0.53%
The Indian Hotels Company Ltd.ServicesEquity0.53%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.52%
NVIDIA Corporation (USA)Capital GoodsForgn. Eq0.52%
Anthem Biosciences Ltd.HealthcareEquity0.50%
Reserve Bank of IndiaFinancialT-Bills0.50%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.50%
Berger Paints India Ltd.ChemicalsEquity0.48%
PB Fintech Ltd.ServicesEquity0.47%
Jubilant FoodWorks Ltd.ServicesEquity0.46%
Varun Beverages Ltd.Consumer StaplesEquity0.45%
Swiggy Ltd.ServicesEquity0.45%
Interglobe Aviation Ltd.ServicesEquity0.45%
Linde India Ltd.ChemicalsEquity0.44%
Tata Capital Ltd.FinancialEquity0.43%
ITC Hotels Ltd.ServicesEquity0.43%
Kei Industries Ltd.Capital GoodsEquity0.42%
Tata Steel Ltd.Metals & MiningEquity0.41%
Birlasoft Ltd.TechnologyEquity0.39%
Hindustan Unilever Ltd.Consumer StaplesEquity0.38%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.37%
Prestige Estates Projects Ltd.ConstructionEquity0.37%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.35%
Parker-Hannifin CorpCapital GoodsForgn. Eq0.33%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.32%
Uber Technologies Inc.ServicesForgn. Eq0.30%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.29%
Ashok Leyland Ltd.AutomobileEquity0.28%
Microsoft Corportion (US)TechnologyForgn. Eq0.28%
Visa IncFinancialForgn. Eq0.27%
FSN E-Commerce Ventures Ltd.ServicesEquity0.26%
Dabur India Ltd.Consumer StaplesEquity0.26%
Bandhan Bank Ltd.FinancialEquity0.24%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.24%
Meta Platforms IncServicesForgn. Eq0.21%
Boston Scientific CorpHealthcareForgn. Eq0.21%
Maruti Suzuki India Ltd.AutomobileEquity0.20%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.19%
Coca Cola Co. (US)Consumer StaplesForgn. Eq0.18%
Autozone IncServicesForgn. Eq0.16%
HDFC Asset Management Company Ltd.FinancialEquity0.02%
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+6.6%+19.1%+15.3%+17.1%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)301116--

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 ₹3,16,229 Cr and the Latest NAV as of 23 Apr 2026 is ₹32.81. The Axis Large & Mid Cap Fund 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₹3,16,229.36 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,