Axis Large & Mid Cap Fund - Direct Plan - Growth
(Erstwhile Axis Growth Opportunities Fund - Direct Plan - Growth)
Fund House: Axis Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 15-10-2018 |
| Asset Class: Equity |
| Benchmark: Nifty Large Midcap 250 TRI |
| TER: 0.91% 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 |
39.08
-0.19 (-0.4862%)
18.91%
Benchmark: 15.45%
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 | 14.26 |
| Sharpe Ratio | 0.78 |
| Alpha | 1.43 |
| 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 - Direct Plan - Growth | 15-10-2018 | 9.28 | 4.64 | 16.04 | 12.93 | - |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 12.91 | 4.96 | 17.35 | 13.88 | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 12.33 | -2.28 | 14.47 | 14.57 | 14.97 |
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 01-10-2019 | 12.32 | 8.14 | 21.81 | 17.35 | - |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 10.94 | 3.68 | 14.45 | 11.6 | 13.85 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 10.02 | 8.49 | 22.12 | 16.48 | 15.82 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 9.52 | 0.6 | 14.23 | 11.93 | 12.93 |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 8.76 | -0.11 | 13.42 | 11.25 | 12.18 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 8.15 | 3.52 | 14.78 | 11.59 | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 8.02 | 4.57 | - | - | - |
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
6.84%
Others
11.35%
Large Cap
49.18%
Mid Cap
32.63%
