Axis Large & Mid Cap Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.50%
NAV: ₹20.01 as on Wed Nov 04, 2026
Fund NAV

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

  • ₹16,438.3 Cr
    AUM
  • ₹20.01
    NAV
  • 1.85%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 04, 2026
Calculate your Returns
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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-IDCW 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

Dividend of Axis Large & Mid Cap Fund Regular-IDCW : 14.80%

Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision

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

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
Invest Now

About Fund

About Axis Large & Mid Cap Fund Regular-IDCW

Axis Large & Mid Cap Fund Regular-IDCW 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%.
The latest dividend was declared on 21 Jan 2026 at 14.80% of face value.
When evaluating wealth creation strategies individuals often consider best sip plans depending on investment horizon.

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-IDCW

  • 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-IDCW Fund Details

Fund Names Axis Large & Mid Cap Fund Regular-IDCW
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
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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

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

Axis Large & Mid Cap Fund Regular-IDCW

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 Regular-Growth increase ₹16,438 2.01% -3.46% 3.88% 0.98% 13.70%
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 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-IDCW Calculator

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Top 25% of investors consistently generate more than 12% return
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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-IDCW 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-IDCW

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

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

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

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

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

  • 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-IDCW?

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

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

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

When was the last dividend declared by Axis Large & Mid Cap Fund Regular-IDCW?

Latest dividend was declared on 21 Jan 2026 at 14.80% of face value.

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

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

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

  • Financial – 106.54% of the fund's portfolio
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