Axis Large and Mid Cap Fund · Regular · Growth
NAV
₹33.7700
as of 16 Jun 2026
Expense Ratio
1.68%
AUM
₹15,195 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.77%
- 3Y
- +14.37%
- 5Y
- +13.30%
- Since Inception
- +17.23%
SIP returns (XIRR)
- 1Y
- +6.79%
- 3Y
- +10.12%
- 5Y
- +12.82%
- Since Inception
- +16.41%
This fund trailed its benchmark
Top performers in Large & Mid Cap by 5Y CAGR
Motilal Oswal Large and Midcap Fund · Regular · Growth
ICICI Prudential Large and Mid Cap Fund · Regular · Growth
Invesco India Large and Mid Cap Fund · Regular · Growth
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹46,000
Invested
₹83,963
Value today
15.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,255
Value today
16.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,60,000
Withdrawn
₹24,15,368
Corpus left
+₹18,75,368 net gain — withdrew ₹4,60,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹18,74,755
Value today
-4.0%
vs lumpsum
Direct lumpsum would have beaten STP by 4.0% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,78,488
Value today
3.8×
Multiple
Staying invested through that crash turned ₹1L into ₹3,78,488 — a 3.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.11
Sharpe Ratio
-0.00
Alpha
0.44
Beta
-0.11
Sortino
14.66%
Std Dev
-14.33%
Max Drawdown
Performance Comparison
Thinking about Axis Large and Mid Cap Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited4.35%
- 2Hdfc Bank Limited4.30%
- 3State Bank Of India2.78%
- 4Multi Commodity Exchange Of India Limited2.39%
- 5Shriram Finance Limited2.31%
- 6Reliance Industries Limited2.30%
- 7Larsen & Toubro Limited2.10%
- 8Ge Vernova T&D India Limited2.06%
- 9Torrent Power Limited2.00%
- 10Bse Limited1.95%
Investment Objective
Axis Large and Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Axis Large and Mid Cap Fund · Regular · Growth is a Large & Mid Cap mutual fund offered by Axis Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹15,195 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY LARGE MIDCAP 250 TRI. The current expense ratio is 1.68%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations