Axis Large & Mid Cap Fund - Regular Plan - Growth
(Erstwhile Axis Growth Opportunities Fund - Regular Plan - Growth)
Fund House: Axis Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 10-10-2018 |
| Asset Class: Equity |
| Benchmark: Nifty Large Midcap 250 TRI |
| TER: 1.92% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 16,681.65 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 0.59% | Exit Load: NIL |
35.27
0.02 (0.0567%)
17.56%
Benchmark: 15.6%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.23 |
| Sharpe Ratio | 0.7 |
| Alpha | 0.29 |
| Beta | 0.84 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 9.09 | 6.37 | 15.89 | 12.68 | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 14.51 | 0.07 | 16.45 | 16.06 | 15.66 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 13.76 | 6.7 | 18.52 | 14.84 | - |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 12.51 | 6.3 | 15.38 | 13.0 | 14.43 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 10.88 | 12.16 | 23.45 | 17.3 | 16.11 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 10.87 | 2.94 | 15.13 | 12.66 | 13.16 |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 10.09 | 2.2 | 14.31 | 11.99 | 12.41 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | 24-02-1995 | 9.64 | 4.17 | 12.74 | 9.05 | 11.02 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 9.57 | 5.89 | 16.99 | 17.22 | 15.15 |
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 01-10-2019 | 9.39 | 10.32 | 22.28 | 18.05 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.14%
Others
11.71%
Large Cap
44.58%
Mid Cap
35.57%
