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 (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 13,945.2 Cr As on 31-03-2026(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 |
32.96
0.37 (1.1226%)
17.2%
Benchmark: 15.58%
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 | 13.94 |
| Sharpe Ratio | 0.66 |
| Alpha | 1.66 |
| Beta | 0.85 |
| 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 | 9.18 | 7.87 | 19.06 | 15.0 | - |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 17.54 | 13.33 | 26.33 | 21.25 | - |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 15.85 | 9.19 | 21.0 | 16.55 | - |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 12.64 | - | - | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.27 | 12.85 | 24.35 | 18.31 | 16.06 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 10.8 | 9.74 | 23.77 | 19.3 | 16.26 |
| BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 10.47 | 5.94 | 17.47 | 15.67 | 13.7 |
| Kotak Large & Midcap Fund - Growth-Regular | 05-09-2004 | 9.79 | 7.01 | 18.33 | 16.0 | 15.67 |
| BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 9.68 | 5.18 | 16.64 | 15.0 | 12.95 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 9.53 | 9.1 | 16.94 | 16.78 | 15.09 |
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
4.21%
Others
11.49%
Large Cap
50.31%
Mid Cap
34.02%
