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: 1.69% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 14,853.13 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 67% | 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 |
32.81
-0.03 (-0.0914%)
18.99%
Benchmark: 16.08%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 12.56 |
| Sharpe Ratio | 0.94 |
| Alpha | 0.68 |
| Beta | 0.82 |
| 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 | 1.55 | 20.49 | 17.03 | 21.38 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.89 | 31.56 | 25.95 | 24.07 | 16.41 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 5.22 | - | - | - | - |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 4.38 | 27.69 | 26.98 | 27.33 | - |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 4.34 | 20.2 | 16.83 | 21.64 | 12.34 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 4.24 | - | - | - | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 3.48 | 23.25 | 21.49 | 25.64 | 16.51 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 2.79 | 22.12 | 19.73 | 22.67 | 15.99 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 2.75 | 18.17 | 18.26 | 23.13 | 14.48 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 2.51 | 23.52 | 21.02 | 23.33 | 13.22 |
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
4.22%
Others
9.21%
Large Cap
50.67%
Mid Cap
35.88%
