Axis Large & Mid Cap Fund - Regular Plan - IDCW
(Erstwhile Axis Growth Opportunities Fund - Regular Plan - IDCW)
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: 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 |
20.76
0.08 (0.3854%)
16.89%
Benchmark: 15.52%
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 | 14.31 |
| Sharpe Ratio | 0.92 |
| Alpha | 2.41 |
| 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 & Mid Cap Fund - Regular Plan - IDCW | 15-10-2018 | 10.39 | 3.73 | 14.99 | 11.22 | - |
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 01-10-2019 | 16.87 | 8.74 | 22.58 | 18.03 | - |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 16.67 | 5.58 | 18.47 | 14.59 | - |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 14.7 | 4.8 | 15.63 | 12.24 | 14.09 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 14.34 | -1.68 | 15.28 | 15.25 | 15.14 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 13.02 | 9.0 | 22.89 | 17.0 | 15.98 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 11.6 | 0.92 | 14.91 | 12.3 | 13.06 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | 24-02-1995 | 11.23 | 2.21 | 12.2 | 8.3 | 10.76 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 11.04 | 4.26 | 15.59 | 12.04 | - |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 10.82 | 0.2 | 14.1 | 11.62 | 12.32 |
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%
