Axis Large & Mid Cap Fund Regular-IDCW Payout

Fund Details

NAV 20.91

Sub-Type Large & MidCap

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 7.17

Fund Size(in Crores) 15604.94

Fund Performance

1 Month -0.92%

3 Month -0.71%

6 Month 4.79%

1 Year 2.08%

3 Year 18.62%

5 Year 17.8%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.86%) Market Cap Mid Cap 10.62 Large Cap 57.08 Small Cap 31.17 Top Sectors Financial 27.86 Technology 9 Healthcare 8.23 Services 7.2 Energy 7.17 Automobile 7.07 Consumer Staples 6.58 Metals & Mining 5.62 Materials 4.6 Chemicals 3.5 Consumer Discretionary 3.19 Communication 2.92 Construction 2.6 Capital Goods 1.76 Textiles 1.58 Top Holding Go Fashion (India) 0.46 Samvardhana Motherson 1.12 Nazara Technologies 0.76 LTIMindtree 1.52 Grasim Industries 1.14 Reliance Industries 4.31 Cello World 0.82 ICICI Bank 6 CESC 1.22 Axis Bank 2.88 Shriram Finance 1.7 Cyient 0.85 Aster DM Healthcare 0.83 Aurobindo Pharma 1.02 Vedanta 1.27 Welspun Corp 1.54 TD Power Systems 0.65 Tata Motors 0.42 Bikaji Foods International 0.89 Eternal 1.93 Dabur India 1.29 UPL 1.22 Gokaldas Exports 1.09 Bharti Airtel 2.92 Max Financial Services 1.2 Tech Mahindra 1.77 Arvind 0.5 Maruti Suzuki India 2.63 Cyient DLM 0.28 JB Chemicals 1.13 City Union Bank 0.68 KPIT Technologies 0.32 Thyrocare Technologies 1.16 Minda Corporation 0.89 Infosys 3.78 MAS Financial 1.05 REC 0.83 V-Guard Industries 1.29 United Breweries 1.1 Emcure Pharmaceuticals 1.52 Kotak Mahindra Bank 1.06 Hindalco Industries 1.95 Balrampur Chini Mills 0.58 Varun Beverages 1.52 Tata Power Company 0.97 Mahindra & Mahindra 2.01 Timken India 0.83 Larsen & Toubro 2.6 GAIL (India) 0.66 State Bank of India 1.89 AU Small Finance Bank 2.05 HDFC Bank 5.04 Godrej Consumer 1.19 Jubilant Pharmova 0.95 Tata Chemicals 1 Inventurus Knowledge Solutions 1.75 Indusind Bank 1.05 Sumitomo Chemical India 1.28 Rainbow Children's 1.62 SAMHI Hotels 1.29 Bajaj Finance 1.19 BlueStone Jewellery and Lifestyle 1.08 Devyani International 0.38 Delhivery 0.53 Bank of Baroda 1.25 Jindal Steel 0.87 Trent 0.85 Greenply Industries 0.64 Century Plyboards (India) 1.33 Ambuja Cements 1.49

Debt & Others (1.14%) Sector Allocation Reverse Repo 0.48 Net Receivables 0.66 Debt Credit Ratings Debt Category Others 1.14

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.95% Ret 1Y 2.58% Ret 3Y 13.14% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.95% Ret 1Y 2.58% Ret 3Y 13.14% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -2.25% Ret 1Y 0.3% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -2.25% Ret 1Y 0.3% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -2.25% Ret 1Y 0.3% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.39% Ret 1Y 2.87% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.39% Ret 1Y 2.87% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.39% Ret 1Y 2.87% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.12% Ret 1Y -11.68% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.12% Ret 1Y -11.68% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.12% Ret 1Y -11.68% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.68%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Shreyash Devalkar

Education Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

Experience Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

Hitesh Das

Education Mr. Das is a PGDM, M.Tech, B.Tech

Experience Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 29

Date of Incorporation 2018-10-22

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.