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Large & Mid Cap📊 NIFTY LARGE MIDCAP 250 TRI

Axis Large and Mid Cap Fund · Regular · Growth

Axis Mutual Fund

#7 of 34 (1Y)

NAV

₹33.6600

as of 29 Sept 2026

Expense Ratio

1.68%

AUM

₹15,696 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.95%
3Y
+13.11%
5Y
+10.24%
Since Inception
+16.52%

SIP returns (XIRR)

1Y
+2.88%
3Y
+7.16%
5Y
+11.31%
Since Inception
+15.30%

What history actually did — last 7 years (Oct 2019 – Sept 2026)

A ₹5,000 monthly SIP for the last 7 years (Oct 2019 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹6,85,071 today — ₹4,15,000 invested, 14.4% XIRR.

₹4,15,000

Invested

₹6,85,071

Value today

14.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 7 years (Oct 2019 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹3,02,154 today (17.1% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2019 would still hold ₹23,36,473.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹6,85,071 in this fund vs ₹6,79,828 in the benchmark — outperformance of ₹5,243.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Oct 2019 – Sept 2026) (22 Mar 2020) would be ₹3,91,395 today (3.91×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.25

Sharpe Ratio

+0.06

Alpha

0.32

Beta

0.25

Sortino

12.98%

Std Dev

-12.73%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseAxis Mutual Fund
CategoryLarge & Mid Cap
BenchmarkNIFTY LARGE MIDCAP 250 TRI ✓
Launch Date22 Oct 2018
AMFI Code145112
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026
Holding% NAV

What this fund does

Axis Large and Mid Cap Fund · Regular · Growth aims to achieve long-term capital appreciation by investing in both large-cap and mid-cap companies, with a minimum 35% allocation to each segment. This blend pairs the size of large-caps with the growth profile of mid-caps.

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 ₹15,696 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%.

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