Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.38%
1 Month-10.81%
3 Months-10.79%
6 Months-8.69%
1 Year-0.47%
3 Years (CAGR)+16.37%
5 Years (CAGR)+12.90%
10 Years (CAGR)—
Since Inception (Oct 2018)+15.68%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.57%
3 Year SIP+4.23%
5 Year SIP+8.79%
Since Inception (Oct 2018)+13.77%
Fund Details
Fund HouseAxis Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹15,559 Cr
Expense Ratio1.68%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date26 Oct 2018
AMFI Code145112
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Axis Large & Mid Cap Fund - Regular Plan - 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 & Mid Cap Fund - Regular Plan - 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 ₹15,559 Cr, reflecting investor confidence in the fund's strategy. 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