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: 1.91% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 17,251.5 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 0.59% | Exit Load: If redeemed / switched-out on or before 12 months from the date of allotment, For 10% of investments: Nil on FIFO basis. For remaining investments: 1%. effective 22/10/2018 |
34.78
0.43 (1.2363%)
17.07%
Benchmark: 15.33%
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 | 14.17 |
| Sharpe Ratio | 0.73 |
| Alpha | 2.21 |
| 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 | 3.85 | 2.4 | 13.95 | 10.75 | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 8.4 | -1.96 | 13.39 | 14.31 | 14.82 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 8.1 | 3.94 | 16.8 | 13.3 | - |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 6.99 | 2.99 | 13.29 | 11.04 | 13.87 |
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 01-10-2019 | 6.38 | 5.34 | 20.8 | 17.24 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 5.28 | 6.14 | 21.02 | 15.71 | 15.73 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 5.17 | 0.91 | 12.8 | 11.23 | 12.91 |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 4.42 | 0.18 | 12.0 | 10.56 | 12.16 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | 24-02-1995 | 3.88 | 0.9 | 10.48 | 6.81 | 10.51 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 3.75 | - | - | - | - |
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
6.19%
Others
10.65%
Large Cap
46.41%
Mid Cap
36.75%
