Axis Large Cap Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★★ISIN INF846K01DN3

NAV · 06-Jul-2026

₹25.3600

+6.20%

-10.96%

1Y (CAGR)

-8.41%

3Y (CAGR)

+3.92%

5Y (CAGR)

+3.09%

Since inception (CAGR)

+5.46%

NAV history

hover for values

Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

13.78%

Downside dev (3y)

12.13%

Max drawdown (3y)

-25.1%

Sharpe (3y)

-0.19

SIP XIRR (3y)

-1.51%

SIP XIRR (5y)

+1.79%

Calendar-year returns

2020 +9.4%2021 +16.2%2022 -9.2%2023 +14.4%2024 +10.2%2025 +1.8%

Fund facts

Fund managerShreyash Devalkar · Jayesh Sundar · Krishnaa N

AUM₹3,00,046 Cr

Expense ratio0.75% · 2026-05-31

TER · AMFI officialDirect 0.98% · Regular 1.76% (2026-06-30)

Launch date11-Nov-2009

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility16.80

AMCAxis Asset Management Co. Ltd.

Objective · To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large cap companies including derivatives. There is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗