Axis Large & Mid Cap Fund - Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★vs NIFTY LARGE MIDCAP 250 TRIISIN INF846K01J79

NAV · 03-Jul-2026

₹34.2500

+4.13%

+1.72%

1Y (CAGR)

+4.36%

3Y (CAGR)

+14.93%

5Y (CAGR)

+12.66%

Since inception (CAGR)

+17.36%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

13.21%

Downside dev (3y)

10.39%

Max drawdown (3y)

-17.7%

Sharpe (3y)

0.64

SIP XIRR (3y)

+10.03%

SIP XIRR (5y)

+13.14%

Calendar-year returns

2020 +24.7%2021 +44.6%2022 -8.9%2023 +30.9%2024 +25.5%2025 +4.1%

Vs benchmark — Nifty 50

3y monthly · 36 months of overlap

Beta

0.93

Alpha (p.a.)

+7.37%

Up capture

115.4%

Down capture

73.2%

Correlation

0.89

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 ↗