Axis Large & Mid Cap Fund - Direct Plan - IDCW
Expense Ratio: 0.6
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 01-10-2018
Exit Load: Nil
Fund Size:₹15,692.81 Cr
Performance
1Y
Fund-5.87%
Cat. Avg.-1.53%
2Y
Fund-5.87%
Cat. Avg.-0.29%
3Y
Fund5.23%
Cat. Avg.12.73%
5Y
Fund3.70%
Cat. Avg.10.89%
10Y
FundN/A
Cat. Avg.13.84%
SI
Fund12.24%
Cat. Avg.12.33%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 758.25 | 4.60% |
| 2 | HDFC Bank Limited | 713.16 | 4.33% |
| 3 | Shriram Finance Limited | 414.00 | 2.51% |
| 4 | Eternal Limited | 363.98 | 2.21% |
| 5 | BSE Limited | 361.92 | 2.20% |
| 6 | GE Vernova T&D India Limited | 355.47 | 2.16% |
| 7 | Larsen & Toubro Limited | 337.53 | 2.05% |
| 8 | Apar Industries Limited | 329.07 | 2.00% |
| 9 | The Federal Bank Limited | 328.94 | 2.00% |
| 10 | Axis Bank Limited | 323.75 | 1.97% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59753 | -0.4% | -0.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -0.8% | -0.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.80 L. | +0.1% | +0.0% |
| 5Y | 08 Nov, 21 | 3 L. | 3.39 L. | +12.9% | +4.9% |
| SI | 09 Nov, 18 | 4.80 L. | 6.99 L. | +45.7% | +9.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94129 | -5.9% | -5.9% |
| 2Y | 16 Oct, 24 | 1 L. | 88596 | -11.4% | -5.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.17 L. | +16.5% | +5.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.19 L. | +19.0% | +3.5% |
| SI | 26 Oct, 18 | 1 L. | 2.51 L. | +151.2% | +12.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.