Axis Large Cap Fund Regular-Growth

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

The Axis Large Cap Fund is a 15 yrs 9 m old fund and has delivered average annual returns of 12.08% since inception. Axis Large Cap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception -1.71% 10.62% 14.3% 12.82% 12.08%

Previously called: Axis Bluechip-G

NAV as of Sep 03, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹60.25+0.52% 1 day change	12.08% p.a.	App exclusive #NA View Ranked Funds	₹32,349 Cr

Historical NAV & returns

NAV: ₹60.25 as on Sep 03, 2025

This fund Category average

Axis Large Cap Fund overview

Expense ratio	1.58% as on Aug 31, 2025
Plan type	Regular
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	15 yrs 9 m since Nov 11, 2009
Benchmark	BSE 100 TRI
Min. investment	SIP: ₹1000 & Lumpsum: ₹1
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 Sep 04, 2025

Period	This fund	Category average
1 Month	0.55%	0.34%
3 Months	1.5%	1.25%
6 Months	11.43%	13.51%
1 Year	-1.71%	-2.23%
2 Years	14.25%	15.09%
3 Years	10.62%	14.17%
4 Years	6.54%	10.69%
5 Years	14.3%	18.22%
7 Years	11.42%	12.59%
10 Years	12.82%	12.93%

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.9.81%

ICICI Bank Ltd.9.25%

Reliance Industries Ltd.6.2%

Bharti Airtel Ltd.5.07%

Top sectors

Financial 29.88%

Services 12.459999999999999%

Energy 8.25%

Technology 7.77%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Reserve Bank of India 2.33%

Others 0.45%

Allocation by Instruments

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 1.28%

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	15 yrs 9 m	1.58%
ICICI Prudential Large Cap Fund	N.A.	68,034 Cr	17 yrs 5 m	1.42%
Nippon India Large Cap Fund	N.A.	39,677 Cr	18 yrs 2 m	1.51%
Canara Robeco Bluechip Equity Fund	N.A.	16,027 Cr	15 yrs 2 m	1.65%
Baroda BNP Paribas Large Cap Fund	N.A.	2,614 Cr	21 yrs	1.97%
Edelweiss Large Cap Fund	N.A.	1,271 Cr	16 yrs 4 m	2.12%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Large Cap Fund	0.55%	11.43%	-1.71%	10.62%	14.3%	12.82%
ICICI Prudential Large Cap Fund	0.62%	14.32%	-0.02%	17.82%	21.4%	14.91%
Nippon India Large Cap Fund	1.24%	16.05%	1.51%	18.96%	24.01%	14.92%
Canara Robeco Bluechip Equity Fund	-0.02%	12.72%	0.02%	14.78%	17.96%	14.29%
Baroda BNP Paribas Large Cap Fund	-0.22%	11.9%	-5.43%	15.34%	18.37%	12.97%
Edelweiss Large Cap Fund	0.3%	12.04%	-4.37%	14.63%	18.05%	13.1%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Large Cap Fund	11.67	0.89	0.34	0.55
ICICI Prudential Large Cap Fund	11.74	0.91	0.89	1.56
Nippon India Large Cap Fund	11.88	0.92	0.98	1.66
Canara Robeco Bluechip Equity Fund	11.55	0.91	0.66	1.07
Baroda BNP Paribas Large Cap Fund	12.66	0.98	0.66	1.01
Edelweiss Large Cap Fund	12.15	0.96	0.63	1.01

View all Large Cap funds

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

Alpha	-2.3 vs. 3.95 Underperformed at beating benchmark
Sharpe	0.34 vs. 4.41 Poor risk-adjusted returns
Beta	0.89 vs. 0.74 More sensitive to market's ups & downs
Standard deviation	11.67 vs. 10.41 More volatile performance

Compare Axis Large Cap Fund in detail with

About this fund

About Axis Large Cap Fund

Axis Large Cap Fund Regular-Growth is a Large Cap mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 15 yrs 9 m, having been launched on 11/11/2009. Axis Large Cap Fund Regular-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 Regular-Growth as of 03/09/2025 is ₹60.25. The fund has an expense ratio of 1.58%, which is higher than what most other Large Cap funds charge.

Axis Large Cap Fund Regular-Growth returns of last 1-year are -1.84%. Since launch, it has delivered 12.14% average annual returns. The fund has doubled the money invested in it every 5 yrs.
Axis Large Cap Fund Regular-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., Infosys 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	68 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.	26,143 Cr	-0.49%	26.88%
Axis Midcap Fund	N.A.	28,063 Cr	-0.27%	22.28%
Axis ELSS Tax Saver Fund	N.A.	34,176 Cr	-0.84%	15.38%
Axis Focused Fund	N.A.	12,347 Cr	-1.15%	13.18%
Axis Multicap Fund	N.A.	8,292 Cr	-0.61%	N.A.

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 ₹60.25 as of Sep 03, 2025.

What are the returns of this mutual fund scheme?

The Axis Large Cap Fund is a 15 yrs 9 m old fund and has delivered average annual returns of 12.08% since inception.

Axis Large Cap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
-1.71%	10.62%	14.3%	12.82%	12.08%

How much does this mutual fund charge as expense ratio?

The Axis Large Cap Fund - Direct Growth has an expense ratio of 1.58%, 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.	9.81%
ICICI Bank Ltd.	9.25%
Reliance Industries Ltd.	6.2%
Bharti Airtel Ltd.	5.07%
Infosys Ltd.	4.96%
Bajaj Finance Ltd.	4.73%
Eternal Ltd.	3.72%
Larsen & Toubro Ltd.	3.68%
Mahindra & Mahindra Ltd.	3.3%
Interglobe Aviation Ltd.	3.02%

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	29.88%
Services	12.459999999999999%
Energy	8.25%
Technology	7.77%
Healthcare	7.0%
Automobile	6.61%
Communication	5.07%
Construction	3.93%
Capital Goods	3.0900000000000003%
Materials	2.99%

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?

Axis Large Cap Fund Regular-Growth is the regular plan of the fund. For this plan of you pay 1.58% as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.71%. That's 0.8700000000000001% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 0.8700000000000001% if you opt for direct plan of Axis Large Cap Fund

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

App exclusive

in Large Cap

#NA

Return Outperformance: This fund has generated highest return amongst Large Cap funds in the last 10 Years.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Chance: This fund has generated only 12.13% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.