Axis Large Cap Fund - Regular Plan - IDCW

Fund House: Axis Mutual Fund

Category: Equity: Large Cap

Status: Open Ended Schemes

Launch Date: 05-01-2010

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: BSE 100 TRI

Total Assets: 33281.49 As on (30-04-2025)

Expense Ratio: 1.57% As on (31-05-2025)

Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017

NAV as on 12-06-2025

18.88

-0.19

CAGR Since Inception

11.38%

BSE 100 TRI 17.19%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Large Cap Fund - Regular Plan - IDCW 4.78 13.56 15.72 11.3 11.38
Benchmark - - - - -
Equity: Large Cap 5.56 17.88 20.76 12.53 13.77

Funds Manager

Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N

RETURNS CALCULATORS for Axis Large Cap Fund - Regular Plan - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Large Cap Fund - Regular Plan - IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Large Cap Fund - Regular Plan - IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Large Cap Fund Reg IDCW 05-01-2010 4.78 15.44 13.56 15.72 11.3
Motilal Oswal Large Cap Reg Gr 06-02-2024 20.48 0.0 0.0 0.0 0.0
DSP Large Cap Fund Reg Gr 05-03-2003 11.94 23.28 21.91 21.48 12.1
Canara Robeco Bluechip Equity Reg Gr 05-08-2010 8.74 19.3 18.27 20.66 14.1
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 8.72 21.39 0.0 0.0 0.0
Mirae Asset Large Cap Gr 01-04-2008 8.37 16.36 15.37 20.06 13.68
Franklin India BlueChip Gr 01-12-1993 8.29 18.47 16.19 20.29 11.39
Invesco India Large Cap Gr 21-08-2009 8.19 21.4 19.81 21.68 13.03
ICICI Pru BlueChip Gr 05-05-2008 7.75 22.64 20.81 24.12 14.55
ABSL Frontline Equity Gr 05-08-2002 7.48 19.39 18.54 22.33 12.82

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Large Cap Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Large Cap Fund - Regular Plan - IDCW 12.82 0.4 -5.01 0.97 - -
Equity: Large Cap - - - - - -