Axis Large & Mid Cap Fund Growth

Axis Large & Mid Cap Fund Growth

+15.12%
3Y annualised
+0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jul '26
₹34.48
Min. for SIP
₹100
Fund size (AUM)
₹16,469.27 Cr
Expense ratio
1.92%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹31,711
+5.70%
1 year₹60,000₹63,243
+5.41%
3 years₹1,80,000₹2,09,574
+16.43%
5 years₹3,00,000₹4,15,645
+38.55%

Holdings (103)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity4.60%
HDFC Bank LtdFinancialEquity4.33%
Shriram Transport Finance Company LtdFinancialEquity2.51%
Zomato LtdTechnologyEquity2.21%
BSE LtdFinancialEquity2.20%
GE T&D India LtdIndustrialsEquity2.16%
Larsen & Toubro LtdIndustrialsEquity2.05%
Apar Industries LtdDiversifiedEquity2.00%
The Federal Bank LtdFinancialEquity2.00%
Axis Bank LtdFinancialEquity1.97%
Reliance Industries LtdEnergy & UtilitiesEquity1.97%
Others CBLOUnspecifiedCBLO1.96%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.89%
Bharat Heavy Electricals LtdIndustrialsEquity1.82%
Bharti Airtel LtdTechnologyEquity1.74%
Multi Commodity Exchange Of India LtdFinancialEquity1.72%
Divi's Laboratories LtdHealthcareEquity1.52%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.50%
State Bank of IndiaFinancialEquity1.47%
Minda Corporation LtdConsumer DiscretionaryEquity1.41%
Fortis Healthcare LtdHealthcareEquity1.36%
Taiwan Semiconductor Manufacturing Co Ltd. (Taiwan) ADS/ADR (TSM)TechnologyADS/ADR1.33%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.31%
Indusind Bank LtdFinancialEquity1.28%
Indus Towers LtdTechnologyEquity1.27%
AU Small Finance Bank LtdFinancialEquity1.25%
Bajaj Finance LtdFinancialEquity1.21%
Alphabet Inc Forgn. Eq (GOOGL)TechnologyForeign - Equity1.18%
Phoenix Mills LtdReal EstateEquity1.17%
Torrent Pharmaceuticals LtdHealthcareEquity1.16%
Varun Beverages LtdConsumer StaplesEquity1.12%
Sun Pharmaceutical Industries LtdHealthcareEquity1.12%
Cholamandalam Investment & Finance Company LtdFinancialEquity1.10%
Coforge LtdTechnologyEquity1.08%
RBL Bank LtdFinancialEquity1.06%
Solar Industries India LtdMaterialsEquity1.03%
Radico Khaitan LtdConsumer StaplesEquity1.02%
Apollo Hospitals Enterprise LtdHealthcareEquity1.02%
Interglobe Aviation LtdIndustrialsEquity1.01%
Bharat Electronics LtdIndustrialsEquity1.01%
Premier Energies Ltd.Energy & UtilitiesEquity0.99%
NVIDIA Corporation (USA) Forgn. Eq (NVDA)TechnologyForeign - Equity0.97%
Pidilite Industries LtdMaterialsEquity0.95%
Schaeffler India LtdIndustrialsEquity0.94%
Page Industries LtdConsumer DiscretionaryEquity0.92%
PB Fintech LtdFinancialEquity0.91%
Cummins India LtdIndustrialsEquity0.87%
Kirloskar Oil Engines LtdIndustrialsEquity0.87%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity0.86%
Titan Company LtdConsumer DiscretionaryEquity0.85%
Ultratech Cement LtdMaterialsEquity0.85%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.84%
Ather Energy Ltd.Consumer DiscretionaryEquity0.81%
SRF LtdMaterialsEquity0.78%
IShares NASDAQ 100 UCITS ETFUnspecifiedForeign Mutual Funds0.78%
NIFTY July 2026 FutureFinancialIndex Derivatives0.76%
Sundaram Finance LtdFinancialEquity0.76%
Axis Nifty 50 ETF-GrowthUnspecifiedMutual Fund0.69%
TVS Motor Company LtdConsumer DiscretionaryEquity0.69%
Supreme Industries LtdMaterialsEquity0.67%
Berger Paints India LtdMaterialsEquity0.65%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.64%
ISHARES CORE S&P 500 USD UCITS ETFUnspecifiedForeign Mutual Funds0.63%
Torrent Power LtdEnergy & UtilitiesEquity0.61%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.61%
CG Power & Industrial Solutions LtdIndustrialsEquity0.57%
TD Power Systems LtdIndustrialsEquity0.55%
Voltas LtdIndustrialsEquity0.55%
Mphasis LtdTechnologyEquity0.54%
Triveni Turbine LtdIndustrialsEquity0.53%
Tech Mahindra LtdTechnologyEquity0.52%
KLA-Tencor Corporation (USA) Forgn. Eq (KLAC)TechnologyForeign - Equity0.51%
UNO Minda LtdConsumer DiscretionaryEquity0.51%
Anthem Biosciences Ltd.HealthcareEquity0.50%
Vijaya Diagnostic Centre LtdHealthcareEquity0.50%
Coromandel International LtdMaterialsEquity0.48%
Kei Industries LtdIndustrialsEquity0.47%
ITC Hotels LtdConsumer DiscretionaryEquity0.47%
Marico LtdConsumer StaplesEquity0.46%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.46%
Blue Star LtdIndustrialsEquity0.45%
AstraZeneca PLCConsumer DiscretionaryForeign - Equity0.45%
Bandhan Bank LtdFinancialEquity0.44%
Billionbrains Garage Ventures Ltd.FinancialEquity0.44%
TATA CAPITAL LIMITED EQFinancialEquity0.44%
Glenmark Pharmaceuticals LtdHealthcareEquity0.43%
TJX Companies Inc Forgn. Eq (TJX)Consumer DiscretionaryForeign - Equity0.43%
GOVERNMENT OF INDIA 37391 091 DAYS TBILL 23JL26 FV RS 100FinancialTreasury Bills0.42%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.38%
Persistent Systems LtdTechnologyEquity0.38%
Facebook Co Forgn. Eq (FB)TechnologyForeign - Equity0.34%
Visa Inc Forgn. Eq (V)TechnologyForeign - Equity0.31%
Parker-Hannifin Corp Forgn. Eq (PH)IndustrialsForeign - Equity0.30%
Infosys LtdTechnologyEquity0.29%
Arista Networks Inc Forgn. Eq (ANET)TechnologyForeign - Equity0.29%
Birlasoft LtdTechnologyEquity0.29%
Colgate-Palmolive (India) LtdConsumer StaplesEquity0.28%
Uber Technologies Inc Forgn. Eq (UBER)TechnologyForeign - Equity0.25%
Microsoft Corportion (US) Forgn. Eq (MSFT)TechnologyForeign - Equity0.24%
Coca Cola Co. (US) Forgn. Eq (KO)Consumer StaplesForeign - Equity0.17%
Autozone Inc Forgn. Eq (AZO)Consumer DiscretionaryForeign - Equity0.13%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.01%
Net PayablesUnspecifiedNet Payables-0.80%
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+5.9%+15.1%+12.5%+17.4%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)51019--

Exit load, stamp duty and tax

Exit load

Nil

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.

MH
Mayank Hyanki
Jul 2026 - Present
View details

Education
Mr. Hyanki has done B.Tech and PGDM, Finance
Experience
Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd

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 ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹34.48. The Axis Large & Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

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₹3,56,814.22 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,