Axis Large Cap Fund - Direct Plan - Growth
(Erstwhile Axis Bluechip Fund - Direct Plan - Growth)
Fund House: Axis Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 0.72% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 28,663.17 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 39% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017 |
66.72
-0.36 (-0.5396%)
13.54%
Benchmark: 16.37%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.14 |
| Sharpe Ratio | 0.26 |
| Alpha | -0.98 |
| Beta | 0.92 |
| 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 Cap Fund - Direct Plan - Growth | 01-01-2013 | -1.64 | 3.77 | 11.28 | 8.99 | 13.13 |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | 24-06-2021 | 8.2 | 3.23 | 15.7 | - | - |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 5.91 | 0.74 | 15.67 | - | - |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 3.36 | 4.04 | 14.56 | 12.02 | 10.67 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 3.26 | 5.57 | 16.36 | 16.88 | 14.87 |
| Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option | 10-02-2012 | 3.25 | 3.29 | 12.29 | 10.74 | 11.17 |
| BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH | 20-08-2024 | 3.13 | - | - | - | - |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 2.9 | 6.64 | 12.17 | 11.92 | 12.36 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 2.76 | 5.93 | 14.88 | 12.56 | 12.8 |
| Tata Large Cap Fund -Regular Plan - Growth Option | 07-05-1998 | 2.69 | 4.83 | 13.48 | 12.39 | 12.17 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
11.84%
Large Cap
87.45%
Mid Cap
0.71%
