Axis Large Cap Fund - Regular Plan - Growth
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Cost-efficient: expense ratio of 1.73% is lower than category median (2.29%).
- Over 17 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +11.74% | +10.11% | +1.63% |
| 3 Months | +3.54% | +2.34% | +1.20% |
| 6 Months | +10.70% | +7.43% | +3.27% |
| 1 Year | +2.85% | +1.45% | +1.40% |
| 3 Years CAGR | +10.97% | +11.11% | -0.14% |
| 5 Years CAGR | +5.83% | +8.67% | -2.84% |
| 7 Years CAGR | +10.51% | +12.38% | -1.87% |
| 10 Years CAGR | +12.67% | +12.11% | +0.56% |
| Since Inception | +11.55% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Axis Large Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.44% | +0.43% | +2.01% |
| 2025 | +6.27% | +7.29% | -1.02% |
| 2024 | +13.73% | +14.09% | -0.36% |
| 2023 | +17.45% | +23.37% | -5.92% |
| 2022 | -5.66% | +1.44% | -7.10% |
| 2021 | +20.64% | +25.31% | -4.67% |
| 2020 | +19.72% | +14.56% | +5.16% |
| 2019 | +18.57% | +12.01% | +6.56% |
| 2018 | +6.54% | -0.64% | +7.18% |
| 2017 | +38.03% | +30.38% | +7.65% |
| 2016 | -3.62% | +3.25% | -6.87% |
| 2015 | -1.24% | -0.48% | -0.76% |
| 2014 | +40.85% | +38.97% | +1.88% |
| 2013 | +13.49% | +6.63% | +6.86% |
| 2012 | +31.73% | +28.47% | +3.26% |
| 2011 | -22.55% | -22.55% | 0.00% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -22.47% | +12.30% | +10.37% | +66.14% | 77.4% | 53.1% |
| 3-Year Rolling | +0.76% | +13.12% | +12.46% | +28.40% | 100.0% | 58.6% |
| 5-Year Rolling | +3.02% | +13.21% | +13.49% | +21.07% | 100.0% | 53.1% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-12 | 2020-03-23 | -30.2% | 1 months | 8 months |
| 2010-11-04 | 2011-12-20 | -27.2% | 14 months | 13 months |
| 2021-10-14 | 2022-06-17 | -22.2% | 8 months | 18 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity Related Instruments of Large Cap companies - (80%-100%), Equity and Equity Related Instruments of other companies - (0%-20%), Debt and Money Market Instruments - (0%-20%), Units issued by InvITs (0%-10%) | Per Scheme Mandate |
Investment Objective & Strategy
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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 32,181 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund | 4.0 | +11.25% | - | 94.9% | Rs 150 cr | Compare → |
| HSBC Large Cap Fund | 4.5 | +11.28% | 2.29% | 85.2% | Rs 1,904 cr | Compare → |
| Tata Large Cap Fund | 4.5 | +11.69% | 2.19% | 97.1% | Rs 2,805 cr | Compare → |
| SBI Large Cap FUND | 5.2 | +10.87% | 1.48% | 88.8% | Rs 56,762 cr | Compare → |
| BANK OF INDIA Large Cap Fund | 4.9 | +12.15% | 2.78% | 87.3% | Rs 244 cr | Compare → |
Frequently Asked Questions about Axis Large Cap Fund
What is the expense ratio of Axis Large Cap Fund?
Axis Large Cap Fund has a total expense ratio (TER) of 1.73% with a base expense ratio of 1.33%, compared to the Large Cap category median of 2.29%.
Who manages Axis Large Cap Fund?
Axis Large Cap Fund is managed by Shreyash Devalkar (tenure: 10.0 years since 2016-11-23).
What are the historical returns of Axis Large Cap Fund?
Axis Large Cap Fund delivered a 3-year CAGR of 10.97% and a 5-year CAGR of 5.83%. Its 1-year return stands at +2.85%.
How large is Axis Large Cap Fund?
Axis Large Cap Fund manages assets of Rs 32,181 cr, placing it in the 'stretched' size band relative to Large Cap peers.
How is Axis Large Cap Fund scored on MFIQ?
Axis Large Cap Fund holds an MFIQ Score of 5.0/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Large Cap Fund?
Axis Large Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 12.94% with a maximum historical drawdown of -30.18%.