Axis Large & Mid Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★vs NIFTY LARGE MIDCAP 250 TRIISIN INF846K01J46

NAV · 03-Jul-2026

₹38.1300

+4.24%

+2.31%

1Y (CAGR)

+5.48%

3Y (CAGR)

+16.22%

5Y (CAGR)

+14.03%

Since inception (CAGR)

+18.99%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

13.20%

Downside dev (3y)

10.38%

Max drawdown (3y)

-17.2%

Sharpe (3y)

0.74

SIP XIRR (3y)

+11.26%

SIP XIRR (5y)

+14.45%

Calendar-year returns

2020 +26.7%2021 +46.7%2022 -7.6%2023 +32.5%2024 +27.0%2025 +5.3%

Vs benchmark — Nifty 50

3y monthly · 36 months of overlap

Beta

0.94

Alpha (p.a.)

+8.53%

Up capture

119.6%

Down capture

70.3%

Correlation

0.89

Fund facts

Fund managerShreyash Devalkar · Hitesh Das · Krishnaa N

AUM₹1,58,785 Cr

Expense ratio0.66% · 2026-05-31

TER · AMFI officialDirect 0.96% · Regular 1.96% (2026-06-30)

Launch date01-Oct-2018

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility14.68

AMCAxis Asset Management Co. Ltd.

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.There is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗