Axis Large Cap Fund - Direct Plan - Growth
Category: Equity: Large Cap
Launch Date: 01-01-2013
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Benchmark
BSE 100 TRI
Expense Ratio
0.7% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
34,048.27 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Axis Large Cap Fund - Direct Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Axis Large Cap Fund - Direct Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Large Cap Fund - Direct Plan - Growth | 12.83 | 0.6 | -0.26 | 0.89 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.25 |
| Automobile and Auto Components | 8.44 |
| Consumer Services | 7.94 |
| Healthcare | 6.77 |
| Oil, Gas & Consumable Fuels | 6.76 |
| Information Technology | 6.51 |
| Telecommunication | 5.84 |
| Capital Goods | 4.76 |
| Construction | 4.57 |
| Consumer Durables | 3.04 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.47 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.59 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.76 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.84 |
| Bajaj Finance Limited | 5.09 |
| INFOSYS LIMITED EQ FV RS 5 | 4.76 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.57 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.99 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.35 |
| ZOMATO LIMITED EQ | 3.14 |