Axis Large & Mid Cap Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.50%
Fund NAV

Fund Overview of Axis Large & Mid Cap Fund Regular-Growth

  • ₹16,438.3 Cr
    AUM
  • ₹34.31
    NAV
  • 1.85%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 04, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis Large & Mid Cap Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.50% NA 2.80%
6 Months 4.44% NA 12.07%
1 Year 2.48% 2.48% -3.06%
2 Years 8.68% 4.25% 20.08%
3 Years 48.23% 14.02% 19.56%
5 Years 61.37% 10.04% 23.46%
7 Years 192.25% 16.56% NA
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As on Wed Nov 04, 2026

Asset Allocation of Axis Large & Mid Cap Fund Regular-Growth

equities

96.95%

debt instruments

2.82%

other assets or cash equivalents

0.23%
Large Cap: 53.23%
Mid Cap: 37.44%
Small Cap: 9.33%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
6.99%
Hdfc Bank Ltd
6.37%
Hdfc Bank Ltd
6.37%
Hdfc Bank Ltd
6.18%
Hdfc Bank Ltd
6.08%
 
Top Sectors
Financial
106.54%
Detailed Portfolio Analysis
As on Wed Nov 04, 2026
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About Fund

About Axis Large & Mid Cap Fund Regular-Growth

Axis Large & Mid Cap Fund Regular-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 1.85%.
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 2.48% in the last year, a total return since inception of 16.57%.
Depending on risk tolerance investors often review best sip plans as part of the long-term financial strategy.

Read more
  • Krishnaa Narayan

    Fund Manager

  • She is a Chartered Accountant

    Manager Education

  • Shreyash Devalkar

    Fund Manager

  • Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

    Manager Education

  • Hitesh Das

    Fund Manager

  • Mr. Das is a PGDM, M.Tech, B.Tech

    Manager Education

Key Metrics of Axis Large & Mid Cap Fund Regular-Growth

  • Standard Deviation
    14.64%
  • Mean
    13.65%
  • Sharpe Ratio
    0.55%
  • Alpha
    3.76%
  • Beta
    0.92%
  • Sortino Ratio
    0.66%

Axis Large & Mid Cap Fund Regular-Growth Fund Details

Fund Names Axis Large & Mid Cap Fund Regular-Growth
Inception Date 22 Oct 2018
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Axis Large & Mid Cap Fund Regular-Growth Fund Returns Comparison

Compare Axis Large & Mid Cap Fund Regular-Growth with other mutual funds in the same category

Axis Large & Mid Cap Fund Regular-Growth

Motilal Oswal Large And Midcap Fund Direct-Growth

Motilal Oswal Large And Midcap Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Large And Midcap Fund Direct-Growth trend ₹19,832 0.30% 0.65% 2.66% 21.20% 17.73%
Motilal Oswal Large And Midcap Fund Direct-IDCW trend ₹19,832 0.30% 0.65% 2.66% 21.20% 17.73%
Motilal Oswal Large And Midcap Fund Regular-Growth trend ₹19,832 0.21% 0.42% 1.67% 19.82% 16.24%
Motilal Oswal Large And Midcap Fund Regular-IDCW trend ₹19,832 0.21% 0.42% 1.67% 19.82% 16.24%
Invesco India Large & Mid Cap Fund Direct-Growth trend ₹12,200 2.10% -4.41% 4.33% 21.54% 16.15%
Invesco India Large & Mid Cap Fund Direct-IDCW trend ₹12,200 2.10% -4.41% 4.33% 21.54% 16.15%
Bandhan Large & Mid Cap Fund Direct-Growth trend ₹20,650 0.86% -4.27% -1.80% 16.93% 15.17%
Bandhan Large & Mid Cap Fund Direct-IDCW trend ₹20,650 0.86% -4.27% -1.80% 16.93% 15.17%
Quant Large And Mid Cap Fund Direct-Growth trend ₹3,384 2.87% -2.85% 6.90% 15.17% 14.79%
Quant Large And Mid Cap Fund Direct-IDCW trend ₹3,384 2.87% -2.85% 6.90% 15.17% 14.79%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Axis Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Axis Large & Mid Cap Fund Direct-Growth increase ₹16,438 2.07% -3.21% 4.40% 2.04% 14.94%
Axis Large & Mid Cap Fund Regular-IDCW increase ₹16,438 2.01% -3.46% 3.88% 0.98% 13.70%
Axis Large & Mid Cap Fund Direct-IDCW increase ₹16,438 2.07% -3.21% 4.40% 2.04% 14.94%
increase growth is based on 1-month returns of the funds

Axis Large & Mid Cap Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Mirae Asset Large & Midcap Fund Direct-Growth trend ₹42,834 ₹171.59 12.10% 9.47% 15.76%
Mirae Asset Large & Midcap Fund Regular-Growth trend ₹42,834 ₹150.67 11.06% 8.44% 14.69%
Mirae Asset Large & Midcap Fund Regular-IDCW trend ₹42,834 ₹46.34 11.06% 8.44% 14.69%
Mirae Asset Large & Midcap Fund Direct-IDCW trend ₹42,834 ₹80.46 12.10% 9.47% 15.76%
SBI Large & Midcap Fund Direct Plan-Growth trend ₹40,499 ₹671.96 12.29% 11.55% 14.31%
SBI Large & Midcap Fund-Growth trend ₹40,499 ₹612.93 11.34% 10.61% 13.43%
SBI Large & Midcap Fund-IDCW trend ₹40,499 ₹276.91 11.34% 10.61% 13.43%
SBI Large & Midcap Fund Direct Plan-IDCW trend ₹40,499 ₹350.24 12.29% 11.55% 14.31%
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth trend ₹31,628 ₹1,095.36 13.87% 13.01% 14.96%
ICICI Prudential Large & Mid Cap Fund-Growth trend ₹31,628 ₹970.03 12.89% 12.05% 13.92%
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Top funds are based on Fund AUM

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Axis Large & Mid Cap Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial6.99%₹1,034.54 Cr
Hdfc Bank LtdFinancial6.37%₹984.55 Cr
Hdfc Bank LtdFinancial6.37%₹984.55 Cr
Hdfc Bank LtdFinancial6.18%₹964.49 Cr
Hdfc Bank LtdFinancial6.08%₹948.79 Cr
Hdfc Bank LtdFinancial6.36%₹948.35 Cr
Hdfc Bank LtdFinancial6.36%₹948.35 Cr
Hdfc Bank LtdFinancial5.82%₹889.49 Cr
Hdfc Bank LtdFinancial5.46%₹849.77 Cr
Icici Bank LtdFinancial4.63%₹801.70 Cr
Icici Bank LtdFinancial4.63%₹801.70 Cr
Icici Bank LtdFinancial4.63%₹801.70 Cr
Icici Bank LtdFinancial4.63%₹801.70 Cr
Icici Bank LtdFinancial4.60%₹758.25 Cr
Icici Bank LtdFinancial4.60%₹758.25 Cr
Icici Bank LtdFinancial4.60%₹758.25 Cr
Icici Bank LtdFinancial4.60%₹758.25 Cr
Icici Bank LtdFinancial4.75%₹739.61 Cr
Icici Bank LtdFinancial4.43%₹728.75 Cr
Icici Bank LtdFinancial4.43%₹728.75 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Large And Midcap Fund Direct-Growth increase ₹39.58 21.20% 17.73% -
Motilal Oswal Large And Midcap Fund Direct-IDCW increase ₹27.98 21.20% 17.73% -
Motilal Oswal Large And Midcap Fund Regular-Growth increase ₹35.83 19.82% 16.24% -
Motilal Oswal Large And Midcap Fund Regular-IDCW increase ₹25.44 19.82% 16.24% -
Invesco India Large & Mid Cap Fund Direct-Growth increase ₹128.30 21.54% 16.15% -
Invesco India Large & Mid Cap Fund Direct-IDCW increase ₹54.65 21.54% 16.15% -
Bandhan Large & Mid Cap Fund Direct-Growth increase ₹160.55 16.93% 15.17% -
Bandhan Large & Mid Cap Fund Direct-IDCW increase ₹35.72 16.93% 15.17% -
Quant Large And Mid Cap Fund Direct-Growth increase ₹136.31 15.17% 14.79% -
Quant Large And Mid Cap Fund Direct-IDCW increase ₹63.47 15.17% 14.79% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Axis Large & Mid Cap Fund Regular-Growth

What is the current AUM of Axis Large & Mid Cap Fund Regular-Growth?

As of Wed Sep 30, 2026, Axis Large & Mid Cap Fund Regular-Growth manages assets worth ₹16,438.3 crore

How has Axis Large & Mid Cap Fund Regular-Growth performed recently?

  • 3 Months: -2.50%
  • 6 Months: 4.44%

What is the long-term performance of Axis Large & Mid Cap Fund Regular-Growth?

  • 3 Years CAGR: 14.02%
  • 5 Years CAGR: 10.04%
  • Since Inception: 16.57%

What is the portfolio composition of Axis Large & Mid Cap Fund Regular-Growth?

Equity: 96.95%, Debt: 2.82%, Others: 0.23%.

Who manages Axis Large & Mid Cap Fund Regular-Growth?

Axis Large & Mid Cap Fund Regular-Growth is managed by Hitesh Das from Axis Mutual Fund.

What is the market-cap allocation of Axis Large & Mid Cap Fund Regular-Growth?

Large Cap: 53.23%, Mid Cap: 37.44%, Small Cap: 9.33%.

Which are the top companies Axis Large & Mid Cap Fund Regular-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 Regular-Growth focuses on?

  • Financial – 106.54% of the fund's portfolio
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