Axis Large & Mid Cap Fund - Direct Plan - 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.

Scheme Objective

To generate long term capital appreciaon by invesng in a diversi?ed porolio of Equity & Equity Related Instruments both in India as well as overseas.

Scheme Details

Fund manager(s) – Hitesh Das , Shreyash Devalkar , Vinayak Jayanath
Launch date – 22-Oct-2018
Expense ratio – 0.61% as declared on 31-Jul-2025 (category average is 0.74%)
Benchmark - Nifty LargeMidcap 250 TRI

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

Exit Load

Axis Large & Mid Cap Fund - Direct Plan - 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

14805.39

0.00

0.00%

Jul - 2025	14805.39	0.00%
Jun - 2025	14954.28	0.00%
May - 2025	14349.24	0.00%
Apr - 2025	13755.24	0.00%
Mar - 2025	13321.48	0.00%
Feb - 2025	12595.75	0.00%
Jan - 2025	13522.21	0.00%

2024

14099.23

0.00

0.00%

Dec - 2024	14099.23	0.00	0.00%
Nov - 2024	14007.12	0.00	0.00%
Oct - 2024	13779.99	0.00	0.00%
Sep - 2024	14525.72	0.00	0.00%
Aug - 2024	14161.13	0.00	0.00%
Jul - 2024	13883.28	0.00	0.00%
Jun - 2024	13274.51	0.00	0.00%
May - 2024	12424.49	224028.40	5.55%
Apr - 2024	12096.56	218199.08	5.54%
Mar - 2024	11738.74	206004.43	5.70%
Feb - 2024	11310.89	200897.47	5.63%
Jan - 2024	10849.12	194251.12	5.59%

2023

10722.03

187948.72

5.70%

Dec - 2023	10722.03	187948.72	5.70%
Nov - 2023	10396.45	174033.53	5.97%
Oct - 2023	9621.81	159965.17	6.01%
Sep - 2023	9779.39	163345.88	5.99%
Aug - 2023	9686.04	159311.27	6.08%
Jul - 2023	9520.40	155983.60	6.10%
Jun - 2023	9438.19	148315.10	6.36%
May - 2023	8977.31	140650.74	6.38%
Apr - 2023	8376.83	133777.76	6.26%
Mar - 2023	7909.10	127879.76	6.18%
Feb - 2023	8053.92	126625.26	6.36%
Jan - 2023	8046.04	126578.02	6.36%

2022

8257.39

127844.20

6.46%

Dec - 2022	8257.39	127844.20	6.46%
Nov - 2022	8473.66	130207.02	6.51%
Oct - 2022	8459.58	125251.44	6.75%
Sep - 2022	8334.12	120191.70	6.93%
Aug - 2022	8476.01	121309.42	6.99%
Jul - 2022	8050.50	115759.91	6.95%
Jun - 2022	7070.61	104432.57	6.77%
May - 2022	7211.34	107351.41	6.72%
Apr - 2022	7444.86	109490.56	6.80%
Mar - 2022	7249.62	108657.78	6.67%
Feb - 2022	5767.70	101899.50	5.66%
Jan - 2022	5735.34	105442.29	5.44%

2021

5587.14

102841.07

5.43%

Dec - 2021	5587.14	102841.07	5.43%
Nov - 2021	5213.78	95486.60	5.46%
Oct - 2021	5006.12	96806.72	5.17%
Sep - 2021	4680.04	94989.65	4.93%
Aug - 2021	4321.96	92219.56	4.69%
Jul - 2021	3925.17	87874.48	4.47%
Jun - 2021	3547.24	83545.27	4.25%
May - 2021	3132.37	79668.30	3.93%
Apr - 2021	2899.03	74097.65	3.91%
Mar - 2021	2663.87	72610.38	3.67%
Feb - 2021	2480.81	71152.71	3.49%
Jan - 2021	2139.74	65093.03	3.29%

2020

2067.10

65570.59

3.15%

Dec - 2020	2067.10	65570.59	3.15%
Nov - 2020	1907.35	62807.34	3.04%
Oct - 2020	1549.06	56548.24	2.74%
Sep - 2020	1412.97	55147.62	2.56%
Aug - 2020	1381.72	54569.04	2.53%
Jul - 2020	1260.08	52069.50	2.42%
Jun - 2020	1174.03	49637.44	2.37%
May - 2020	1067.23	45858.37	2.33%
Apr - 2020	1046.80	46340.06	2.26%
Mar - 2020	906.86	40450.01	2.24%
Feb - 2020	1051.89	53476.71	1.97%
Jan - 2020	1019.48	55204.24	1.85%

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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15 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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shravanashok
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31 days ago

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

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2 days ago

Maximise Your Portfolio with a High-Yield Secured Opportunity Electronica Finance Limited – 2029 Bonds are now listed on The Fixed Income. ✔️ Coupon: 13.00% p.a. ✔️ Rating: India Ratings A Stable ✔️ Tenor: 3 years 9 months (Maturity: Jun 28, 2029) ✔️ NBFC Bond | Senior Secured | High Return | Listed Step into a secured NBFC bond backed by strong ratings and double-digit returns, designed for investors aiming for growth with confidence. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdVpRPT0=/1300-electronica-finance-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Maximise Your Portfolio with a High-Yield Secured Opportunity Electronica Finance Limited – 2029 Bonds are now listed on The Fixed Income. ✔️ Coupon: 13.00% p.a. ✔️ Rating: India Ratings A Stable ✔️ Tenor: 3 years 9 months (Maturity: Jun 28, 2029) ✔️ NBFC Bond | Senior Secured | High Return | Listed Step into a secured NBFC bond backed by strong ratings and double-digit returns, designed for investors aiming for growth with confidence. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdVpRPT0=/1300-electronica-finance-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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81 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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Progrowth Finwealth
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82 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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88 days ago

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

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