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

Equity

Axis Mutual Fund

Large-Cap

Get the latest NAV of Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl. 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.

₹22.86

▼-2.3%1D

NAV as on 01 Apr 2026

12.82%/per year

Since Inception

Absolute Gain%

▲▼

57 people have invested ₹ 56.1K in Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl in the last three months

Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl Performance vs. Nifty 100

Fund returns vs Benchmark returns vs Category Average returns as on (01-Apr-26)

The fund has underperformed the benchmark (Nifty 100) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-11.19%
-12.93%
-10.22%
-5.7%
10.21%
7.45%
Nifty 100
-10.14%
-12.91%
-8.74%
-1.86%
10.63%
9.19%
Large-Cap Avg
-11.6%
-13.29%
-9.53%
-4.33%
12.08%
10.21%
Best in Large-Cap
-7.14%
-5.27%
-5.8%
1.62%
16.25%
15.98%
Worst in Large-Cap
-12.52%
-15.46%
-11.6%
-10.2%
8.93%
7.65%

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 Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl
-
32,437Cr
0.72%
-5.7%
10.21%
-1.16
0.91
0.66
1.02
-0.71
DSP Top 100 Equity Fund Payout of Income Distribution cum capital Wdrl Opt
-
4,600Cr
1.1%
14.96%
16.19%
2.72
--
--
1.34
0.57
Nippon India Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl
-
35,667Cr
0.71%
7.46%
18.99%
5.13
--
--
1.76
1.78
SBI Bluechip Fund Reinvestment Inc Dist cum Cap Wdrl
-
49,128Cr
0.82%
10%
13.61%
0.82
--
--
1.06
0.07
See all

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

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
91.7%
Mid cap
0.3%
Mid Cap allocation has gone down from 0.6% to 0.3%
Mid Cap allocation has gone down from 0.6% to 0.3%
Large Cap allocation has gone down from 91.9% to 91.7%
Large Cap allocation has gone down from 91.9% to 91.7%
Cash allocation has gone up from 4.8% to 6.1%
Cash allocation has gone up from 4.8% to 6.1%
Debt allocation has gone up from 0% to 0.2%
Debt allocation has gone up from 0% to 0.2%

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

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
32.1%
Consumer Cyclical
17.1%
Industrial
9.9%
Tech
8.8%
Health
7.6%
Communication
6.5%
Energy
6.4%
Basic Materials
5.6%
Consumer Defensive
4%
Utilities
2.1%

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

Feb'26

Financial Services

37%

Consumer Cyclical

16%

Industrial

12%

Jan'26

Financial Services

36%

Consumer Cyclical

16%

Industrial

11%

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

as on (31-Mar-26)

Holdings
Weight%
1M Change
ICICI Bank Ltd
8.73%
3.2%
HDFC Bank Ltd
8.3%
-1.2%
Reliance Industries Ltd
6.06%
-7.7%
Larsen & Toubro Ltd
5.24%
-6.3%
Bharti Airtel Ltd
4.41%
-4.3%
See all
Top Stocks bought last month
Tata Motors Ltd's allocation increased from 0.1% to 1.4%
Tata Motors Ltd's allocation increased from 0.1% to 1.4%
Axis Bank Ltd's allocation increased from 0.05% to 0.8%
Axis Bank Ltd's allocation increased from 0.05% to 0.8%
NTPC Ltd's allocation increased from 0.61% to 1.19%
NTPC Ltd's allocation increased from 0.61% to 1.19%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 8.79 % to 8.3 %
HDFC Bank Ltd's allocation decreased from 8.79 % to 8.3 %
Reliance Industries Ltd's allocation decreased from 6.57 % to 6.06 %
Reliance Industries Ltd's allocation decreased from 6.57 % to 6.06 %
Bharti Airtel Ltd's allocation decreased from 4.83 % to 4.41 %
Bharti Airtel Ltd's allocation decreased from 4.83 % to 4.41 %

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

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

Expense ratio0.72%
Benchmark
BSE 100 India TR INR
AUM₹32437 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
70.61%
Risk
Risk meter
pointer
Very High Risk

About 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 Jayesh Sundar, Krishnaa N, Shreyash Devalkar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl has ₹32437 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl has given a CAGR return of 12.82% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -5.70%, 10.21% and 7.45% respectively.

Holdings

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, Industrial, Tech, Health, Energy, Corporate, Basic Materials, Communication, Consumer Defensive, Utilities, Government. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Reliance Industries Ltd, Larsen & Toubro Ltd, Bharti Airtel Ltd

Taxation

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.

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

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 and lockin period

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.

Fund Manager

Jayesh Sundar

Fund Manager of Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl, since 4 November 2024

Krishnaa N

Fund Manager of Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl, since 1 March 2024

Shreyash Devalkar

Fund Manager of Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl, since 23 November 2016

Learn more about Axis Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 32.4K Cr
₹ 32.4K Cr
₹ 33.6K Cr
  • AUM of the fund stands at 32.4K Cr as of Feb'26
  • AUM increased by 16.8 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl

How do I invest in Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl?

INDmoney makes it simple to invest in the Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl’.
  • 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 Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl?

The NAV of the fund today is ₹22.86. 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 Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl fund has generated a return of -5.70% in 1 year, 10.21% in 3 years, 7.45% in 5 years.

Who is the fund manager of Axis Large Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl?

The fund managers are Jayesh Sundar, Krishnaa N, Shreyash Devalkar.

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 0.72%. 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 ₹32437 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 Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl?

The top 3 holdings of the fund are ICICI Bank Ltd(8.73%), HDFC Bank Ltd(8.3%), Reliance Industries Ltd(6.06%)