Axis Large Cap Fund Direct-Growth

Q: What are the returns of Axis Large Cap Fund?

The Axis Large Cap Fund is a 12 yrs 6 m old fund and has delivered average annual returns of 14.82% since inception. Axis Large Cap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 3.49% 14.38% 16.14% 12.96% 14.82%

Previously called: Axis Bluechip Direct-G

NAV as of Jul 21, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹69.76+0.69% 1 day change	14.82% p.a.	#NA View Ranked Funds	₹32,349 Cr

Historical NAV & returns

NAV: ₹69.76 as on Jul 21, 2025

This fund Category average

Axis Large Cap Fund overview

Expense ratio	0.69% as on May 31, 2025
Exit load	1.0% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.!
AUM (Fund size)	₹32,349 Cr
Lock-in Period	Nil
Age	12 yrs 6 m since Jan 01, 2013
Benchmark	BSE 100 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Risk	Very High
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 Cap Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

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 Jul 22, 2025

Period	This fund	Category average
1 Month	-1.26%	-0.81%
3 Months	3.1%	4.83%
6 Months	8.83%	9.1%
1 Year	3.49%	3.56%
2 Years	14.89%	17.56%
3 Years	14.38%	17.85%
4 Years	10.45%	14.54%
5 Years	16.14%	20.17%
7 Years	12.68%	14.44%
10 Years	12.96%	13.06%

View returns in detail

Asset allocationas on Mar 31, 2025

Large Cap 88.45%

Mid Cap 5.24%

Small Cap 0%

Other Cap 0%

Top holdings

HDFC Bank Ltd.9.02%

ICICI Bank Ltd.8.57%

Reliance Industries Ltd.6.09%

Bharti Airtel Ltd.5.47%

Top sectors

Financial 33.54%

Services 9.65%

Energy 7.369999999999999%

Technology 7.31%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 6.87%

Reserve Bank of India 2.64%

Allocation by Instruments

CBLO 6.87445329%

Index Derivatives 4.29812499%

Treasury Bills 2.64705117%

Mutual Fund 0.78833785%

Other Holdings

Axis Nifty 50 ETF-Growth 0.79%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Axis Large Cap Fund	N.A.	32,349 Cr	12 yrs 6 m	0.69%
ICICI Prudential Large Cap Fund	N.A.	68,034 Cr	12 yrs 6 m	0.85%
Nippon India Large Cap Fund	N.A.	39,677 Cr	12 yrs 6 m	0.67%
Edelweiss Large Cap Fund	N.A.	1,271 Cr	12 yrs 6 m	0.62%
Baroda BNP Paribas Large Cap Fund	N.A.	2,614 Cr	12 yrs 6 m	0.77%
Canara Robeco Bluechip Equity Fund	N.A.	16,027 Cr	12 yrs 6 m	0.46%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Large Cap Fund	-1.26%	8.83%	3.49%	14.38%	16.14%	12.96%
ICICI Prudential Large Cap Fund	-0.92%	9.77%	4.95%	20.69%	22.8%	14.65%
Nippon India Large Cap Fund	-0.76%	10.28%	4.83%	22.83%	26.01%	14.76%
Edelweiss Large Cap Fund	-1.66%	7.64%	2.44%	19.08%	20.76%	13.41%
Baroda BNP Paribas Large Cap Fund	-0.71%	7.4%	1.21%	19.48%	20.42%	13.36%
Canara Robeco Bluechip Equity Fund	-1.12%	9.92%	6.01%	18.74%	20.48%	14.64%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Large Cap Fund	12.78	0.93	0.84	1.29
ICICI Prudential Large Cap Fund	12.09	0.89	1.29	2.07
Nippon India Large Cap Fund	12.75	0.94	1.41	2.32
Edelweiss Large Cap Fund	12.6	0.94	1.18	1.86
Baroda BNP Paribas Large Cap Fund	13.0	0.96	1.14	1.68
Canara Robeco Bluechip Equity Fund	12.03	0.9	1.18	1.77

View all Large Cap funds

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

Alpha	-1.45 vs. 5.59 Underperformed at beating benchmark
Sharpe	0.84 vs. 6.72 Poor risk-adjusted returns
Beta	0.93 vs. 1.0 Less sensitive to market ups & downs
Standard deviation	12.78 vs. 10.5 More volatile performance

Compare Axis Large Cap Fund in detail with

About this fund

About Axis Large Cap Fund

Axis Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 12 yrs 6 m, having been launched on 01/01/2013. Axis Large Cap Fund Direct-Growth has ₹32,349 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Large Cap Fund Direct-Growth as of 21/07/2025 is ₹69.76. The fund has an expense ratio of 0.69%, which is close to what most other Large Cap funds charge.

Axis Large Cap Fund Direct-Growth returns of last 1-year are 3.68%. Since launch, it has delivered 14.84% average annual returns. The fund has doubled the money invested in it every 5 yrs.
Axis Large Cap Fund Direct-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is low.
The fund has the majority of its money invested in Financial, Services, Energy, Technology, Healthcare sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Bharti Airtel Ltd., Bajaj Finance Ltd..

...

Fund AUM	32,349 Cr as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Shreyash Devalkar

Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Jayesh Sundar

Mr. Sundar is a Chartered Accountant Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL

Investment objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Axis Mutual Fund details

No. of schemes	67 view all schemes
Total AUM	3,37,399 Cr as on Jun 30, 2025
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai, 400013
Phone	022-24255161

More funds from Axis Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Axis Small Cap Fund	N.A.	22,736 Cr	9.78%	32.09%
Axis Midcap Fund	N.A.	28,063 Cr	6.47%	25.65%
Axis Large & Mid Cap Fund	N.A.	13,321 Cr	6.3%	24.71%
Axis Flexi Cap Fund	N.A.	12,040 Cr	8.16%	19.27%
Axis Nifty 100 Index Fund	N.A.	1,715 Cr	1.96%	18.98%
Axis ELSS Tax Saver Fund	N.A.	34,176 Cr	5.75%	17.72%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Axis Large Cap Fund?

The current Net Asset Value (NAV) of the Axis Large Cap Fund - Direct Growth plan is approximately ₹69.76 as of Jul 21, 2025.

What are the returns of this mutual fund scheme?

The Axis Large Cap Fund is a 12 yrs 6 m old fund and has delivered average annual returns of 14.82% since inception.

Axis Large Cap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
3.49%	14.38%	16.14%	12.96%	14.82%

How much does this mutual fund charge as expense ratio?

The Axis Large Cap Fund - Direct Growth has an expense ratio of 0.69%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Axis Large Cap Fund currently has assets under management (AUM) or fund size valued at approximately 32,349 Cr as on Mar 31, 2025.

What are the top stock holdings of Axis Large Cap Fund?

The Axis Large Cap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	9.02%
ICICI Bank Ltd.	8.57%
Reliance Industries Ltd.	6.09%
Bharti Airtel Ltd.	5.47%
Bajaj Finance Ltd.	4.83%
Nifty 50	4.3%
Infosys Ltd.	3.81%
Larsen & Toubro Ltd.	3.64%
Mahindra & Mahindra Ltd.	2.96%
State Bank of India	2.77%

What are the top sectors Axis Large Cap Fund has invested in?

The Axis Large Cap Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	33.54%
Services	9.65%
Energy	7.369999999999999%
Technology	7.31%
Healthcare	6.75%
Automobile	6.04%
Communication	5.47%
Consumer Staples	4.18%
Construction	3.79%
Materials	2.33%

What is risk level of Axis Large Cap Fund?

This is a Large Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Axis Large Cap Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Axis Large Cap Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Axis Large Cap Fund is complete.

How can I redeem my investments in Axis Large Cap Fund?

Redeeming your investments in Axis Large Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Axis Large Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Large Cap

#NA

Return Outperformance: This fund has generated highest return amongst Large Cap funds in the last 10 Years.
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.