Axis Large Cap Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Large Cap Fund

Scheme Objective

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.

Scheme Details

Fund manager(s) – Shreyash Devalkar , Jayesh Sundar , Krishnaa N
Launch date – 05-Jan-2010
Expense ratio – 1.58% as declared on 31-Aug-2025 (category average is 1.98%)
Benchmark - BSE 100 TRI

Min SIP amount - ₹100
Min investment amount (one time- first time) - ₹500
Min investment amount (addtional purchase) - ₹100
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Axis Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

32953.56

0.00

0.00%

Aug - 2025	32953.56	0.00%
Jul - 2025	33360.42	0.00%
Jun - 2025	34373.88	0.00%
May - 2025	33412.83	0.00%
Apr - 2025	33218.10	0.00%
Mar - 2025	32349.42	0.00%
Feb - 2025	30517.08	0.00%
Jan - 2025	32271.39	0.00%

2024

33126.83

0.00

0.00%

Dec - 2024	33126.83	0.00	0.00%
Nov - 2024	33547.36	0.00	0.00%
Oct - 2024	33236.33	0.00	0.00%
Sep - 2024	36108.58	0.00	0.00%
Aug - 2024	35451.86	0.00	0.00%
Jul - 2024	35013.27	0.00	0.00%
Jun - 2024	34520.15	0.00	0.00%
May - 2024	32707.97	323269.64	10.12%
Apr - 2024	33351.61	321402.33	10.38%
Mar - 2024	33523.02	315050.74	10.64%
Feb - 2024	32645.86	306199.78	10.66%
Jan - 2024	32675.27	300046.03	10.89%

2023

33171.04

296300.77

11.20%

Dec - 2023	33171.04	296300.77	11.20%
Nov - 2023	31816.15	276971.48	11.49%
Oct - 2023	30733.59	261090.44	11.77%
Sep - 2023	31885.28	267852.54	11.90%
Aug - 2023	32153.40	262301.65	12.26%
Jul - 2023	33891.89	266302.60	12.73%
Jun - 2023	33987.01	259326.79	13.11%
May - 2023	33644.25	250830.27	13.41%
Apr - 2023	33474.24	244138.98	13.71%
Mar - 2023	32615.26	235356.63	13.86%
Feb - 2023	33049.77	234667.93	14.08%
Jan - 2023	33584.04	237622.37	14.13%

2022

35197.66

242405.28

14.52%

Dec - 2022	35197.66	242405.28	14.52%
Nov - 2022	36890.65	250314.87	14.74%
Oct - 2022	36871.42	243625.97	15.13%
Sep - 2022	35822.38	232491.70	15.41%
Aug - 2022	36979.68	239193.39	15.46%
Jul - 2022	35915.36	230836.49	15.56%
Jun - 2022	32322.11	211033.55	15.32%
May - 2022	33836.09	218762.14	15.47%
Apr - 2022	34908.93	221999.36	15.72%
Mar - 2022	35702.21	225323.27	15.84%
Feb - 2022	34069.34	215515.89	15.81%
Jan - 2022	34181.90	221519.92	15.43%

2021

34583.67

220756.61

15.67%

Dec - 2021	34583.67	220756.61	15.67%
Nov - 2021	33518.99	214682.59	15.61%
Oct - 2021	33966.75	219212.00	15.49%
Sep - 2021	33153.71	216739.08	15.30%
Aug - 2021	32212.63	210889.62	15.27%
Jul - 2021	29160.60	197288.29	14.78%
Jun - 2021	28247.45	193410.61	14.60%
May - 2021	27142.15	189395.90	14.33%
Apr - 2021	25183.24	176764.93	14.25%
Mar - 2021	24598.26	177043.14	13.89%
Feb - 2021	23496.02	176231.30	13.33%
Jan - 2021	21867.92	164815.43	13.27%

2020

22517.33

170847.00

13.18%

Dec - 2020	22517.33	170847.00	13.18%
Nov - 2020	20480.17	161942.74	12.65%
Oct - 2020	18282.98	147903.07	12.36%
Sep - 2020	17270.02	144356.58	11.96%
Aug - 2020	16763.73	148202.47	11.31%
Jul - 2020	15944.56	144330.58	11.05%
Jun - 2020	14522.34	136332.18	10.65%
May - 2020	13003.39	128048.87	10.16%
Apr - 2020	12716.81	129713.30	9.80%
Mar - 2020	10997.83	112795.86	9.75%
Feb - 2020	11823.95	145689.52	8.12%
Jan - 2020	11077.11	153333.23	7.22%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Axis Asset Management Co. Ltd.

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra, Pin: 400 013 Mumbai 400025
Tel no.: 022-66496100
Fax no.: 022-43255199
Website.: https://www.axismf.com

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hunch
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27 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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43 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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3 hrs ago

Short-Term, High-Yield Investment Opportunity ANNAPURNA FINANCE PRIVATE LIMITED – 2026 Bond ✔️ Coupon: 12.87% p.a. ✔️ Rating: CRISIL A- Stable ✔️ Tenor: 7m (Maturity: 02/May/2026) ✔️ NBFC | High Return | Listed A secured short-term bond delivering attractive returns—perfect for investors seeking quick maturity with strong yields. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJHcWJ3PT0=/1287-annapurna-finance-private-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Short-Term, High-Yield Investment Opportunity ANNAPURNA FINANCE PRIVATE LIMITED – 2026 Bond ✔️ Coupon: 12.87% p.a. ✔️ Rating: CRISIL A- Stable ✔️ Tenor: 7m (Maturity: 02/May/2026) ✔️ NBFC | High Return | Listed A secured short-term bond delivering attractive returns—perfect for investors seeking quick maturity with strong yields. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJHcWJ3PT0=/1287-annapurna-finance-private-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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93 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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94 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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100 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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