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: 1.67% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 16,078.69 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.59% | 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 |
19.94
0.09 (0.4514%)
16.75%
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 | 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 | 7.2 | 4.98 | 14.34 | 12.86 | - |
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
8.14%
Others
11.71%
Large Cap
44.58%
Mid Cap
35.57%
