Axis Large & Mid Cap Fund Growth

Axis Large & Mid Cap Fund Growth

+16.73%
3Y annualised
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹32.75
Min. for SIP
₹100
Fund size (AUM)
₹15,581.51 Cr
Expense ratio
2.57%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,340
+1.13%
1 year₹60,000₹60,595
+0.99%
3 years₹1,80,000₹2,04,354
+13.53%
5 years₹3,00,000₹4,03,574
+34.52%

Holdings (106)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity4.35%
HDFC Bank Ltd.FinancialEquity4.29%
State Bank of IndiaFinancialEquity2.78%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.39%
Shriram Finance LtdFinancialEquity2.31%
Reliance Industries Ltd.EnergyEquity2.30%
Larsen & Toubro Ltd.ConstructionEquity2.10%
GE Vernova T&D India LtdCapital GoodsEquity2.06%
Torrent Power Ltd.EnergyEquity2.00%
BSE Ltd.ServicesEquity1.95%
Bharti Airtel Ltd.CommunicationEquity1.87%
The Federal Bank Ltd.FinancialEquity1.84%
Mahindra & Mahindra Ltd.AutomobileEquity1.60%
Divi's Laboratories Ltd.HealthcareEquity1.59%
Eternal Ltd.ServicesEquity1.57%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.51%
Apar Industries Ltd.Consumer StaplesEquity1.50%
Axis Bank Ltd.FinancialEquity1.46%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.44%
Indus Towers Ltd.CommunicationEquity1.40%
Fortis Healthcare Ltd.HealthcareEquity1.38%
Taiwan Semiconductor Manufacturing Company Ltd. - ADRTechnologyADS/ADR1.36%
Indusind Bank Ltd.FinancialEquity1.30%
Alphabet Inc Class AServicesForgn. Eq1.26%
Bajaj Finance Ltd.FinancialEquity1.19%
AU Small Finance Bank Ltd.FinancialEquity1.15%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.15%
Varun Beverages Ltd.Consumer StaplesEquity1.14%
Bharat Electronics Ltd.Capital GoodsEquity1.12%
Infosys Ltd.TechnologyEquity1.10%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.04%
Vishal Mega Mart Ltd.ServicesEquity1.03%
RBL Bank Ltd.FinancialEquity1.02%
Minda Corporation Ltd.AutomobileEquity1.01%
Premier Energies Ltd.EnergyEquity1.01%
Solar Industries India Ltd.ChemicalsEquity0.98%
Schaeffler India Ltd.Capital GoodsEquity0.98%
Mankind Pharma Ltd.HealthcareEquity0.98%
Hindalco Industries Ltd.Metals & MiningEquity0.98%
NVIDIA Corporation (USA)Capital GoodsForgn. Eq0.93%
Coforge Ltd.TechnologyEquity0.93%
Ultratech Cement Ltd.ConstructionEquity0.92%
The Phoenix Mills Ltd.ConstructionEquity0.92%
Tata Consultancy Services Ltd.TechnologyEquity0.90%
Pidilite Industries Ltd.ChemicalsEquity0.87%
Tech Mahindra Ltd.TechnologyEquity0.85%
PB Fintech Ltd.ServicesEquity0.83%
Supreme Industries Ltd.ChemicalsEquity0.81%
Sundaram Finance Ltd.FinancialEquity0.80%
Titan Company Ltd.Consumer DiscretionaryEquity0.78%
iShares NASDAQ 100 UCITS ETF USDFinancialForeign MF0.75%
Interglobe Aviation Ltd.ServicesEquity0.75%
TVS Motor Company Ltd.AutomobileEquity0.73%
Axis Nifty 50 ETF-Growth--Mutual Fund0.73%
Mphasis Ltd.TechnologyEquity0.71%
Avenue Supermarts Ltd.ServicesEquity0.68%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.67%
Cummins India Ltd.Capital GoodsEquity0.66%
iShares Core S&P 500 UCITS ETF USDFinancialForeign MF0.65%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.64%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.63%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.61%
FSN E-Commerce Ventures Ltd.ServicesEquity0.61%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.60%
Persistent Systems Ltd.TechnologyEquity0.59%
UNO Minda Ltd.AutomobileEquity0.55%
The Indian Hotels Company Ltd.ServicesEquity0.53%
Blue Star Ltd.Consumer DiscretionaryEquity0.53%
Anthem Biosciences Ltd.HealthcareEquity0.52%
Samvardhana Motherson International Ltd.AutomobileEquity0.51%
Voltas Ltd.Consumer DiscretionaryEquity0.50%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.50%
Coromandel International Ltd.ChemicalsEquity0.50%
Berger Paints India Ltd.ChemicalsEquity0.50%
AstraZeneca PLCServicesForgn. Eq0.49%
TJX Companies IncServicesForgn. Eq0.47%
Jubilant FoodWorks Ltd.ServicesEquity0.46%
Maruti Suzuki India Ltd.AutomobileEquity0.45%
Kei Industries Ltd.Capital GoodsEquity0.45%
ITC Hotels Ltd.ServicesEquity0.45%
Reserve Bank of IndiaFinancialT-Bills0.44%
Tata Capital Ltd.FinancialEquity0.42%
Swiggy Ltd.ServicesEquity0.42%
Radico Khaitan Ltd.Consumer StaplesEquity0.42%
Prestige Estates Projects Ltd.ConstructionEquity0.41%
Page Industries Ltd.TextilesEquity0.41%
Birlasoft Ltd.TechnologyEquity0.39%
Meta Platforms IncServicesForgn. Eq0.39%
Hindustan Unilever Ltd.Consumer StaplesEquity0.38%
Arista Networks IncCommunicationForgn. Eq0.31%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.31%
Bandhan Bank Ltd.FinancialEquity0.31%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.30%
Linde India Ltd.ChemicalsEquity0.30%
Parker-Hannifin CorpCapital GoodsForgn. Eq0.30%
KLA CorporationCapital GoodsForgn. Eq0.30%
Uber Technologies Inc.ServicesForgn. Eq0.28%
Microsoft Corportion (US)TechnologyForgn. Eq0.28%
Visa IncFinancialForgn. Eq0.27%
Dabur India Ltd.Consumer StaplesEquity0.26%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.24%
Coca Cola Co. (US)Consumer StaplesForgn. Eq0.17%
Autozone IncServicesForgn. Eq0.16%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.15%
Indian BankFinancialEquity0.13%
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+3.8%+16.7%+14.7%+17.0%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)141214--

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

Compare similar funds

Fund management

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.

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.

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. Hitesh Das is the Current Fund Manager of Axis Large & Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,572 Cr and the Latest NAV as of 15 May 2026 is ₹32.75. 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₹3,66,572.37 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,