Fund Overview of Axis Large & Mid Cap Fund Direct-Growth
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₹16,438.3 CrAUM
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₹38.33NAV
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0.80%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Axis Large & Mid Cap Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.22% | NA | 2.80% |
| 6 Months | 4.98% | NA | 12.07% |
| 1 Year | 3.59% | 3.59% | -3.06% |
| 2 Years | 11.07% | 5.39% | 20.08% |
| 3 Years | 53.20% | 15.28% | 19.56% |
| 5 Years | 71.17% | 11.35% | 23.46% |
| 7 Years | 219.93% | 18.07% | NA |
Asset Allocation of Axis Large & Mid Cap Fund Direct-Growth
equities
96.95%debt instruments
2.82%other assets or cash equivalents
0.23%Axis Large & Mid Cap Fund Direct-Growth is one Equity mutual fund offered by Axis Mutual Fund. Launched on 22 Oct 2018, the fund aims capital appreciation over long term. investment in a diversified portfolio predominantly consisting of equity and equity related instruments both in India as well as overseas. It manages assets worth ₹16,438.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.8%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Large & Mid Cap Fund Direct-Growth
The portfolio allocation consists of 96.95% in equities, 2.82% in debt instruments, 0.23% in other assets or cash equivalents.Managed by Hitesh Das, it has delivered a return of 3.59% in the last year, a total return since inception of 18.19%.
Based on investment horizon investors may evaluate best sip plan as part of the long-term financial strategy.
Key Metrics of Axis Large & Mid Cap Fund Direct-Growth
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Standard Deviation14.67%
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Mean14.77%
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Sharpe Ratio0.63%
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Alpha4.87%
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Beta0.92%
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Sortino Ratio0.75%
Axis Large & Mid Cap Fund Direct-Growth Fund Details
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Compare Axis Large & Mid Cap Fund Direct-Growth with other mutual funds in the same category
Axis Large & Mid Cap Fund Direct-Growth
Motilal Oswal Large And Midcap Fund Direct-Growth
Motilal Oswal Large And Midcap Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-Growth |
₹19,832 | 0.30% | 0.65% | 2.66% | 21.20% | 17.73% |
| Motilal Oswal Large And Midcap Fund Direct-IDCW |
₹19,832 | 0.30% | 0.65% | 2.66% | 21.20% | 17.73% |
| Motilal Oswal Large And Midcap Fund Regular-Growth |
₹19,832 | 0.21% | 0.42% | 1.67% | 19.82% | 16.24% |
| Motilal Oswal Large And Midcap Fund Regular-IDCW |
₹19,832 | 0.21% | 0.42% | 1.67% | 19.82% | 16.24% |
| Invesco India Large & Mid Cap Fund Direct-Growth |
₹12,200 | 2.10% | -4.41% | 4.33% | 21.54% | 16.15% |
| Invesco India Large & Mid Cap Fund Direct-IDCW |
₹12,200 | 2.10% | -4.41% | 4.33% | 21.54% | 16.15% |
| Bandhan Large & Mid Cap Fund Direct-Growth |
₹20,650 | 0.86% | -4.27% | -1.80% | 16.93% | 15.17% |
| Bandhan Large & Mid Cap Fund Direct-IDCW |
₹20,650 | 0.86% | -4.27% | -1.80% | 16.93% | 15.17% |
| Quant Large And Mid Cap Fund Direct-Growth |
₹3,384 | 2.87% | -2.85% | 6.90% | 15.17% | 14.79% |
| Quant Large And Mid Cap Fund Direct-IDCW |
₹3,384 | 2.87% | -2.85% | 6.90% | 15.17% | 14.79% |
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Large & Mid Cap Fund Regular-Growth
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₹16,438 | 2.01% | -3.46% | 3.88% | 0.98% | 13.70% |
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Axis Large & Mid Cap Fund Regular-IDCW
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₹16,438 | 2.01% | -3.46% | 3.88% | 0.98% | 13.70% |
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Axis Large & Mid Cap Fund Direct-IDCW
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₹16,438 | 2.07% | -3.21% | 4.40% | 2.04% | 14.94% |
Axis Large & Mid Cap Fund Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Direct-Growth |
₹42,834 | ₹171.59 | 12.10% | 9.47% | 15.76% |
| Mirae Asset Large & Midcap Fund Regular-Growth |
₹42,834 | ₹150.67 | 11.06% | 8.44% | 14.69% |
| Mirae Asset Large & Midcap Fund Regular-IDCW |
₹42,834 | ₹46.34 | 11.06% | 8.44% | 14.69% |
| Mirae Asset Large & Midcap Fund Direct-IDCW |
₹42,834 | ₹80.46 | 12.10% | 9.47% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-Growth |
₹40,499 | ₹671.96 | 12.29% | 11.55% | 14.31% |
| SBI Large & Midcap Fund-Growth |
₹40,499 | ₹612.93 | 11.34% | 10.61% | 13.43% |
| SBI Large & Midcap Fund-IDCW |
₹40,499 | ₹276.91 | 11.34% | 10.61% | 13.43% |
| SBI Large & Midcap Fund Direct Plan-IDCW |
₹40,499 | ₹350.24 | 12.29% | 11.55% | 14.31% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth |
₹31,628 | ₹1,095.36 | 13.87% | 13.01% | 14.96% |
| ICICI Prudential Large & Mid Cap Fund-Growth |
₹31,628 | ₹970.03 | 12.89% | 12.05% | 13.92% |
Axis Large & Mid Cap Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 6.99% | ₹1,034.54 Cr |
| Hdfc Bank Ltd | Financial | 6.37% | ₹984.55 Cr |
| Hdfc Bank Ltd | Financial | 6.37% | ₹984.55 Cr |
| Hdfc Bank Ltd | Financial | 6.18% | ₹964.49 Cr |
| Hdfc Bank Ltd | Financial | 6.08% | ₹948.79 Cr |
| Hdfc Bank Ltd | Financial | 6.36% | ₹948.35 Cr |
| Hdfc Bank Ltd | Financial | 6.36% | ₹948.35 Cr |
| Hdfc Bank Ltd | Financial | 5.82% | ₹889.49 Cr |
| Hdfc Bank Ltd | Financial | 5.46% | ₹849.77 Cr |
| Icici Bank Ltd | Financial | 4.63% | ₹801.70 Cr |
| Icici Bank Ltd | Financial | 4.63% | ₹801.70 Cr |
| Icici Bank Ltd | Financial | 4.63% | ₹801.70 Cr |
| Icici Bank Ltd | Financial | 4.63% | ₹801.70 Cr |
| Icici Bank Ltd | Financial | 4.60% | ₹758.25 Cr |
| Icici Bank Ltd | Financial | 4.60% | ₹758.25 Cr |
| Icici Bank Ltd | Financial | 4.60% | ₹758.25 Cr |
| Icici Bank Ltd | Financial | 4.60% | ₹758.25 Cr |
| Icici Bank Ltd | Financial | 4.75% | ₹739.61 Cr |
| Icici Bank Ltd | Financial | 4.43% | ₹728.75 Cr |
| Icici Bank Ltd | Financial | 4.43% | ₹728.75 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-Growth |
₹39.58 | 21.20% | 17.73% | - |
| Motilal Oswal Large And Midcap Fund Direct-IDCW |
₹27.98 | 21.20% | 17.73% | - |
| Motilal Oswal Large And Midcap Fund Regular-Growth |
₹35.83 | 19.82% | 16.24% | - |
| Motilal Oswal Large And Midcap Fund Regular-IDCW |
₹25.44 | 19.82% | 16.24% | - |
| Invesco India Large & Mid Cap Fund Direct-Growth |
₹128.30 | 21.54% | 16.15% | - |
| Invesco India Large & Mid Cap Fund Direct-IDCW |
₹54.65 | 21.54% | 16.15% | - |
| Bandhan Large & Mid Cap Fund Direct-Growth |
₹160.55 | 16.93% | 15.17% | - |
| Bandhan Large & Mid Cap Fund Direct-IDCW |
₹35.72 | 16.93% | 15.17% | - |
| Quant Large And Mid Cap Fund Direct-Growth |
₹136.31 | 15.17% | 14.79% | - |
| Quant Large And Mid Cap Fund Direct-IDCW |
₹63.47 | 15.17% | 14.79% | - |
Frequently Asked Questions
Axis Large & Mid Cap Fund Direct-Growth
What is the current AUM of Axis Large & Mid Cap Fund Direct-Growth?
As of Wed Sep 30, 2026, Axis Large & Mid Cap Fund Direct-Growth manages assets worth ₹16,438.3 crore
How has Axis Large & Mid Cap Fund Direct-Growth performed recently?
- 3 Months: -2.22%
- 6 Months: 4.98%
What is the long-term performance of Axis Large & Mid Cap Fund Direct-Growth?
- 3 Years CAGR: 15.28%
- 5 Years CAGR: 11.35%
- Since Inception: 18.19%
What is the portfolio composition of Axis Large & Mid Cap Fund Direct-Growth?
Equity: 96.95%, Debt: 2.82%, Others: 0.23%.
Who manages Axis Large & Mid Cap Fund Direct-Growth?
Axis Large & Mid Cap Fund Direct-Growth is managed by Hitesh Das from Axis Mutual Fund.
What is the market-cap allocation of Axis Large & Mid Cap Fund Direct-Growth?
Large Cap: 53.23%, Mid Cap: 37.44%, Small Cap: 9.33%.
Which are the top companies Axis Large & Mid Cap Fund Direct-Growth has invested in?
- HDFC Bank Ltd – 6.99% of the fund's portfolio
- HDFC Bank Ltd – 6.37% of the fund's portfolio
- HDFC Bank Ltd – 6.37% of the fund's portfolio
- HDFC Bank Ltd – 6.18% of the fund's portfolio
- HDFC Bank Ltd – 6.08% of the fund's portfolio
Which are the major sectors Axis Large & Mid Cap Fund Direct-Growth focuses on?
- Financial – 106.54% of the fund's portfolio




