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: 1.68% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 15,502.42 Cr As on 31-12-2025(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% 1 effective 22/10/2018 |
32.61
0.1 (0.3067%)
17.65%
Benchmark: 15.77%
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 | 12.16 |
| Sharpe Ratio | 1.07 |
| Alpha | 2.4 |
| 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 | 8.37 | 12.43 | 20.13 | 17.8 | - |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 14.18 | - | - | - | - |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 13.55 | 12.62 | 18.58 | 19.2 | 15.56 |
| Kotak Large & Midcap Fund - Growth-Regular | 05-09-2004 | 12.89 | 13.81 | 20.17 | 18.69 | 16.47 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 12.21 | 9.79 | 17.35 | 16.41 | 17.7 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 12.13 | 13.77 | - | - | - |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 11.47 | 13.61 | 23.31 | 21.26 | 16.35 |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | 16-05-2000 | 11.17 | 13.64 | 20.81 | 18.6 | 16.19 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 11.13 | 14.16 | 20.91 | 22.56 | 16.33 |
| BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 11.02 | 9.65 | 18.29 | 17.53 | 14.06 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
4.01%
Others
9.6%
Large Cap
50.79%
Mid Cap
35.59%
Scheme Documents
There are no scheme documents available
