Axis Large & Mid Cap Fund Regular Growth

Axis Large & Mid Cap Fund Regular Growth

Equity

Axis Mutual Fund

Large & Mid-Cap

Get the latest NAV of Axis Large & Mid Cap Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹33.53

▲0.5%1D

NAV as on 20 Oct 2025

18.87%/per year

Since Inception

Absolute Gain%

▲▼

Axis Large & Mid Cap Fund Regular Growth Performance vs. NIFTY 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Oct-25)

The fund has outperformed the benchmark (NIFTY 500) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.57%
2.32%
12.74%
0.33%
19.12%
21.89%
NIFTY 500
0.98%
1.89%
9.38%
1.17%
16.21%
19.5%
Large & Mid-Cap Avg
0.3%
0.77%
10.62%
1.25%
19.97%
23.12%
Best in Large & Mid-Cap
2.36%
4.93%
21.01%
9.61%
30.96%
30.89%
Worst in Large & Mid-Cap
-1.53%
-3.87%
4.03%
-7.43%
15.19%
17.98%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Large & Mid Cap Fund Regular Growth
-
14,906Cr
1.68%
0.33%
19.12%
1.24
0.81
0.86
1.40
-0.15
ICICI Prudential Large & Mid Cap Fund Direct Growth
1/21
24,424Cr
1.65%
6.25%
22.22%
4.51
0.81
1.18
2.05
0.64
Bandhan Large & Mid Cap Fund Direct Growth
2/21
10,818Cr
1.72%
3.14%
24.76%
4.96
0.95
1.19
2.05
1.55
Invesco India Large&MidCap Fund Direct Growth
3/21
8,441Cr
1.76%
8.51%
25.91%
4.96
1.01
1.13
1.84
1.08
See all

Axis Large & Mid Cap Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis Large & Mid Cap Fund Regular Growth Asset Allocation

See fund asset allocation details as on (14-Oct-25)

Fund Distribution

as on (14-Oct-25)

Large cap
51.7%
Mid cap
35%
Small cap
3.9%
Large Cap allocation has gone up from 51.4% to 51.7%
Large Cap allocation has gone up from 51.4% to 51.7%
Small Cap allocation has gone down from 4.2% to 3.9%
Small Cap allocation has gone down from 4.2% to 3.9%
Mid Cap allocation has gone down from 35.4% to 35%
Mid Cap allocation has gone down from 35.4% to 35%
Cash allocation has gone up from 1.9% to 2%
Cash allocation has gone up from 1.9% to 2%

Axis Large & Mid Cap Fund Regular Growth Sector Allocation

See fund sector allocation details as on (14-Oct-25)

Sector Allocation

Financial Services
25.3%
Consumer Cyclical
12.7%
Tech
12.3%
Industrial
12.1%
Health
11.2%
Basic Materials
7.2%
Communication
5.1%
Utilities
4.1%
Consumer Defensive
4.1%
Energy
3%
Real Estate
2.8%

Top 3 Sectors in September were Financial Services, Consumer Cyclical & Industrial

Sep'25

Financial Services

26%

Consumer Cyclical

17%

Industrial

14%

Aug'25

Financial Services

25%

Consumer Cyclical

16%

Industrial

14%

Axis Large & Mid Cap Fund Regular Growth Holdings Details

as on (30-Sep-25)

Holdings
Weight%
1M Change
HDFC Bank Ltd
6.36%
0%
ICICI Bank Ltd
4.3%
0%
Reliance Industries Ltd
3.31%
0%
Bharti Airtel Ltd
2.45%
0%
GE Vernova T&D India Ltd
2.36%
0%
See all
Top Stocks bought last month
Hyundai Motor India Ltd's allocation increased from 0.06% to 0.92%
Hyundai Motor India Ltd's allocation increased from 0.06% to 0.92%
Maruti Suzuki India Ltd's allocation increased from 0% to 0.66%
Maruti Suzuki India Ltd's allocation increased from 0% to 0.66%
Mahindra & Mahindra Ltd's allocation increased from 1.07% to 1.67%
Mahindra & Mahindra Ltd's allocation increased from 1.07% to 1.67%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 6.99 % to 6.36 %
HDFC Bank Ltd's allocation decreased from 6.99 % to 6.36 %
ICICI Bank Ltd's allocation decreased from 4.75 % to 4.3 %
ICICI Bank Ltd's allocation decreased from 4.75 % to 4.3 %
Reliance Industries Ltd's allocation decreased from 3.4 % to 3.31 %
Reliance Industries Ltd's allocation decreased from 3.4 % to 3.31 %

Axis Large & Mid Cap Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.68%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹14906 Cr
Inception Date22 October, 2018
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
58.53%
Risk
Risk meter
pointer
Very High Risk

About Axis Large & Mid Cap Fund Regular Growth

Axis Large & Mid Cap Fund Regular Growth is an equity fund. This fund was started on 22 October, 2018. The fund is managed by Shreyash Devalkar, Krishnaa N, Hitesh Das. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Large & Mid Cap Fund Regular Growth has ₹14906 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
  2. The fund has an expense ratio 1.7.

Returns

Axis Large & Mid Cap Fund Regular Growth has given a CAGR return of 18.87% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.33%, 19.12% and 21.89% respectively.

Holdings

Axis Large & Mid Cap Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Tech, Health, Basic Materials, Communication, Energy, Consumer Defensive, Utilities, Real Estate, Corporate, Derivatives. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, GE Vernova T&D India Ltd

Taxation

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Large & Mid Cap Fund Regular Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Large & Mid Cap Fund Regular Growth has no lock in period.

Fund Manager

Shreyash Devalkar

Fund Manager of Axis Large & Mid Cap Fund Regular Growth, since 4 August 2023

Krishnaa N

Fund Manager of Axis Large & Mid Cap Fund Regular Growth, since 1 March 2024

Hitesh Das

Fund Manager of Axis Large & Mid Cap Fund Regular Growth, since 3 August 2023

Learn more about Axis Mutual Fund
Parameters
Sep'25
Aug'25
Jul'25
AUM
₹ 14.9K Cr
₹ 14.7K Cr
₹ 14.8K Cr
  • AUM of the fund stands at 14.9K Cr as of Sep'25
  • AUM increased by 194.3 Cr between Sep'25 and Aug'25

Frequently Asked Questions for Axis Large & Mid Cap Fund Regular Growth

How do I invest in Axis Large & Mid Cap Fund Regular Growth?

INDmoney makes it simple to invest in the Axis Large & Mid Cap Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Large & Mid Cap Fund Regular Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Large & Mid Cap Fund Regular Growth?

The NAV of the fund today is ₹33.53. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Large & Mid Cap Fund Regular Growth fund has generated a return of 0.33% in 1 year, 19.12% in 3 years, 21.89% in 5 years.

Who is the fund manager of Axis Large & Mid Cap Fund Regular Growth?

The fund managers are Shreyash Devalkar, Krishnaa N, Hitesh Das.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.68%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹14906 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Large & Mid Cap Fund Regular Growth?

The top 3 holdings of the fund are HDFC Bank Ltd(6.36%), ICICI Bank Ltd(4.3%), Reliance Industries Ltd(3.31%)