Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl

Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Shreyash Devalkar. The fund could potentially beat inflation in the long-run.

1. Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl has ₹33413 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl has given a CAGR return of 14.86% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.19%, 17.36% and 17.63% respectively.

Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Government, Industrial, Tech, Communication, Health, Energy, Consumer Defensive, Basic Materials, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, Bajaj Finance Ltd

As it is a large-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.

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. There is no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl has no lock in period.