Axis Large Cap Fund Regular-Growth

Fund Details

NAV 60.34

Sub-Type Large Cap

Rating 1

Min. SIP Amount ₹100.0

Fund Age(Year) 16.07

Fund Size(in Crores) 33555.81

Fund Performance

1 Month -2.63%

3 Month -3.24%

6 Month 0.81%

1 Year 8.25%

3 Year 12.98%

5 Year 10.18%

Know This Fund

As on 30 Jan 2026

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

Equity (95.22%) Market Cap Small Cap 3.27 Mid Cap 5.4 Large Cap 86.55 Top Sectors Financial 31.59 Energy 8.76 Automobile 8.73 Technology 8.42 Services 7.46 Healthcare 6.05 Communication 5.23 Construction 5.15 Capital Goods 4.52 Consumer Discretionary 2.5 Materials 2.28 Consumer Staples 2.21 Chemicals 1.76 Insurance 0.88 Unclassified 0.49 Metals & Mining 0.03 Top Holding State Bank of India 3.8 Tata Power Company 0.27 Solar Industries India 0.42 Sun Pharmaceutical Industries 1.08 Tech Mahindra 1.31 Larsen & Toubro 5.11 Hindustan Unilever 0.42 Pidilite Industries 1.35 TVS Motor Company 0.92 Tata Consultancy 1.1 Bharat Electronics 1.78 Titan Company 2.02 Info Edge (India) 0.53 HDFC Bank 9.58 Trent 0.62 Apollo Hospitals Enterprise 2.06 Samvardhana Motherson 0.81 LG Electronics India 0.47 Ultratech Cement 2.25 Cholamandalam Investment and Finance Company 1.23 Maruti Suzuki India 1.19 ICICI Bank 7.96 Eicher Motors 0.57 Avenue Supermarts 0.83 Reliance Industries 7.85 Tata Capital 0.08 Wipro 0.19 Divi's Laboratories 1.82 Tata Motors 1.06 Shriram Finance 1.75 HCL Technologies 0.32 The Indian Hotels Company 1.12 Tata Consumer Products 0.99 NTPC 0.55 Interglobe Aviation 1.45 Britannia Industries 0.2 ICICI Prudential Asset Management Company 0.49 HDFC Life Insurance 0.56 Eternal 2.87 Bharti Airtel 5.19 Kotak Mahindra Bank 3.05 Torrent Pharmaceuticals 1.05 CG Power 0.89 Dixon Technologies (India) 0.34 Cummins India 0.93 Mahindra & Mahindra 3.58 TVS Motor Company - Pref. Shares 0.01 Bajaj Finance 3.84 Infosys 5.41 Varun Beverages 0.32 Kwality Walls India 0.01 SBI Life Insurance Company 0.31 ITC 0.22 Hindustan Aero 0.57 Hyundai Motor 0.52

Debt & Others (4.78%) Sector Allocation Net Receivables 0.22 CBLO 3.73 Mutual Fund 0.83 Debt Credit Ratings Debt Category Axis Nifty 50 ETF-G 0.83 Others 3.94

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -2.69% Ret 1Y 10.99% Ret 3Y 15.8% Ret 5Y 14.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -2.69% Ret 1Y 10.99% Ret 3Y 15.8% Ret 5Y 14.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -2.69% Ret 1Y 10.99% Ret 3Y 15.8% Ret 5Y 14.93%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -1.26% Ret 1Y 14.69% Ret 3Y 17.3% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 14.69% Ret 3Y 17.3% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 14.69% Ret 3Y 17.3% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -2.67% Ret 1Y 11.2% Ret 3Y 13.6% Ret 5Y 13.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -2.67% Ret 1Y 11.2% Ret 3Y 13.6% Ret 5Y 13.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -2.67% Ret 1Y 11.2% Ret 3Y 13.6% Ret 5Y 13.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.18% Ret 1Y 11.79% Ret 3Y 19.65% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.18% Ret 1Y 11.79% Ret 3Y 19.65% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.58%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

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

Ashish Naik

Education Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.

Experience Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.

Jayesh Sundar

Education Mr. Sundar is a Chartered Accountant

Experience Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL

Krishnaa Narayan

Education She is a Chartered Accountant

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

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.

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) 69

Date of Incorporation 2010-01-05

Total AUM 2025-12-31

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.