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Large & Mid Capregulargrowth📊 NIFTY LARGE MIDCAP 250 TRI

Axis Large & Mid Cap Fund - Regular Plan - Growth

Axis Mutual Fund

#14 of 32 (1Y)

₹33.1500

0.42 (-1.25%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹33.1500

0.42 (-1.25%)

29 May 2026

AMFI: 145112

Direct · Growth

₹₹36.8600

0.47 (-1.26%)

29 May 2026

AMFI: 145110

Regular · IDCW

₹₹19.3300

0.25 (-1.28%)

29 May 2026

AMFI: 145111

Direct · IDCW

₹₹24.7300

0.31 (-1.24%)

29 May 2026

AMFI: 145109

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.15%
1 Month+0.00%
3 Months-1.50%
6 Months-2.56%
1 Year+3.35%
3 Years (CAGR)+16.40%
5 Years (CAGR)+14.15%
10 Years (CAGR)
Since Inception (Oct 2018)+16.96%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+2.18%
3 Year SIP+9.12%
5 Year SIP+12.08%
Since Inception (Oct 2018)+15.96%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹45,500

Invested

₹85,005

Value today

16.1%

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

₹3,315

Value today

17.1%

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

₹4,55,000

Withdrawn

₹24,64,948

Corpus left

+₹19,19,948 net gain — withdrew ₹4,55,000 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

₹19,08,670

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

₹3,85,465

Value today

3.9×

Multiple

Staying invested through that crash turned ₹1L into ₹3,85,465 — a 3.9× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 7 years

Expense ratio drag on your actual returns

Direct plan

₹79,530

Regular plan

₹75,339

Direct earns ₹4,191 more on a ₹42K investment1.43% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹15,195 Cr
Expense Ratio1.68%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY LARGE MIDCAP 250 TRI ✓
Launch Date22 Oct 2018
AMFI Code145112

Risk Metrics

Trailing 1 year, annualised

-0.31

Sharpe Ratio

-0.03

Alpha

0.41

Beta

-0.29

Sortino

14.47%

Std Dev

-15.86%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

HDFC Bank Limited

INE040A01034

4.85%

ICICI Bank Limited

INE090A01021

4.63%

ICICI Bank Limited

INE090A01021

4.35%

HDFC Bank Limited

INE040A01034

4.30%

State Bank of India

INE062A01020

2.78%

Reliance Industries Limited

INE002A01018

2.69%

State Bank of India

INE062A01020

2.68%

Multi Commodity Exchange of India Limited

INE745G01043

2.39%

Shriram Finance Limited

INE721A01047

2.31%

Reliance Industries Limited

INE002A01018

2.30%

Torrent Power Limited

INE813H01021

2.24%

Shriram Finance Limited

INE721A01047

2.22%

Larsen & Toubro Limited

INE018A01030

2.10%

GE Vernova T&D India Limited

INE200A01026

2.06%

Multi Commodity Exchange of India Limited

INE745G01043

2.00%

Torrent Power Limited

INE813H01021

2.00%

Bharti Airtel Limited

INE397D01024

1.97%

BSE Limited

INE118H01025

1.95%

Larsen & Toubro Limited

INE018A01030

1.88%

Bharti Airtel Limited

INE397D01024

1.87%

GE Vernova T&D India Limited

INE200A01026

1.87%

The Federal Bank Limited

INE171A01029

1.84%

The Federal Bank Limited

INE171A01029

1.79%

Infosys Limited

INE009A01021

1.70%

Mahindra & Mahindra Limited

INE101A01026

1.70%

Divi's Laboratories Limited

INE361B01024

1.62%

BSE Limited

INE118H01025

1.61%

Mahindra & Mahindra Limited

INE101A01026

1.60%

Indus Towers Limited

INE121J01017

1.60%

Divi's Laboratories Limited

INE361B01024

1.59%

Eternal Limited

INE758T01015

1.57%

Bharat Heavy Electricals Limited

INE257A01026

1.51%

Apar Industries Limited

INE372A01015

1.50%

Axis Bank Limited

INE238A01034

1.49%

Axis Bank Limited

INE238A01034

1.46%

Sona BLW Precision Forgings Limited

INE073K01018

1.44%

Indus Towers Limited

INE121J01017

1.40%

Fortis Healthcare Limited

INE061F01013

1.38%

Eternal Limited

INE758T01015

1.34%

Fortis Healthcare Limited

INE061F01013

1.33%

IndusInd Bank Limited

INE095A01012

1.30%

Sun Pharmaceutical Industries Limited

INE044A01036

1.24%

Bajaj Finance Limited

INE296A01032

1.19%

Torrent Pharmaceuticals Limited

INE685A01028

1.17%

Bharat Electronics Limited

INE263A01024

1.16%

AU Small Finance Bank Limited

INE949L01017

1.15%

Sun Pharmaceutical Industries Limited

INE044A01036

1.15%

Bajaj Finance Limited

INE296A01032

1.14%

Varun Beverages Limited

INE200M01039

1.14%

Kotak Mahindra Bank Limited

INE237A01036

1.12%

Performance Comparison

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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 ₹15,195 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