Axis Large & Mid Cap Fund - Regular Plan - IDCW

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★vs NIFTY LARGE MIDCAP 250 TRIISIN INF846K01J87

NAV · 03-Jul-2026

₹19.9800

+4.17%

-5.71%

1Y (CAGR)

-3.29%

3Y (CAGR)

+6.31%

5Y (CAGR)

+2.98%

Since inception (CAGR)

+9.41%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

15.06%

Downside dev (3y)

14.43%

Max drawdown (3y)

-25.2%

Sharpe (3y)

-0.01

SIP XIRR (3y)

+1.27%

SIP XIRR (5y)

+3.41%

Calendar-year returns

2020 +24.7%2021 +32.1%2022 -17.4%2023 +16.5%2024 +15.4%2025 -3.3%

Vs benchmark — Nifty 50

3y monthly · 36 months of overlap

Beta

0.98

Alpha (p.a.)

-0.36%

Up capture

97.3%

Down capture

102.7%

Correlation

0.79

Fund facts

Fund managerShreyash Devalkar · Hitesh Das · Krishnaa N

AUM₹1,58,785 Cr

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

Launch date01-Oct-2018

Plan typeOpen Ended · Equity

Min lumpsumRs. 5000 and in multiples of Rs. 1 thereafter

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 ↗