Submit

Axis Large & Mid Cap Fund - Regular Plan - Growth

(Erstwhile Axis Growth Opportunities Fund - Regular Plan - Growth)
Fund House: Axis Mutual Fund
Invest in this Scheme
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
NAV as on 28-08-2026

35.46

0.02 (0.0564%)

CAGR Since Inception

17.5%

Benchmark: 15.54%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 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 10.3 4.39 16.0 12.34 -
Motilal Oswal Large And Midcap Fund - Regular Plan Growth 01-10-2019 16.45 8.48 22.68 18.82 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 15.59 -1.32 16.13 16.11 15.35
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 15.16 4.94 18.55 15.01 -
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 13.8 4.96 15.72 12.79 14.27
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 11.75 9.29 23.09 17.39 16.18
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 10.97 1.3 15.23 12.88 13.27
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth 24-02-1995 10.64 2.41 12.66 8.89 11.06
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 10.18 0.58 14.41 12.19 12.52
MahIndra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 10.14 0.85 12.9 13.06 -

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.84%

Others

11.35%

Large Cap

49.18%

Mid Cap

32.63%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

Feedback
Notification