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Axis Large & Mid Cap Fund Direct-Growth

Previously called: Axis Growth Opportunities Direct-G

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
20.48% p.a.
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14,906 Cr

Historical NAV & returns

NAV: ₹37.04 as on Oct 20, 2025
This fund Category average
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This fund Category average

Axis Large & Mid Cap Fund overview

Expense ratio0.61% as on Sep 30, 2025
Exit load1.0%info
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.!
AUM (Fund size)14,906 Cr
Lock-in PeriodNil
Age7 yrs since Oct 01, 2018
BenchmarkNifty Large Midcap 250 TRI
Min. investment

SIP: 500 & Lumpsum: 1000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Axis Large & Mid Cap Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Oct 25, 2025

PeriodThis fundCategory average
1 Month 2.04% 2.68%
3 Months 3.47% 3.09%
6 Months 11.33% 10.7%
1 Year 6.39% 7.02%
2 Years 22.69% 23.04%
3 Years 20.33% 20.24%
4 Years 13.92% 15.19%
5 Years 23.25% 23.95%
7 Years 20.49% 19.1%

Asset allocationas on Sep 30, 2025

Large Cap 57.95%

Mid Cap 36.03%

Small Cap 3.98%

Other Cap 0%

Top sectors

Financial 22.17%

Services 13.879999999999999%

Capital Goods 12.06%

Healthcare 9.84%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 2.04%

Reserve Bank of India 0.33%

Allocation by Instruments

Foreign - Equity 4.585091430000001%

CBLO 2.04216177%

Foreign Mutual Funds 1.2379983399999999%

ADS/ADR 0.8408629999999999%

Other Holdings

Axis Nifty 50 ETF-Growth 0.78%

iShares NASDAQ 100 UCITS ETF USD 0.66%

iShares Core S&P 500 UCITS ETF USD 0.58%

Key risk & return ratios Compared to other funds in the category

Alpha 4.33 vs. 5.79 Underperformed at beating benchmark
Sharpe 0.97 vs. 6.71 Poor risk-adjusted returns
Beta 0.83 vs. 0.93 Less sensitive to market ups & downs
Standard deviation 12.27 vs. 10.85 More volatile performance

Compare Axis Large & Mid Cap Fund in detail with

ET Money rank

in Large & MidCap
#NA
Ranking for this fund is unavailable.
  • Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
  • Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
  • Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.