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Axis Large Cap Fund - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 62.1 -0.35%
    (as on 24th October, 2025)
Crisil Rating
Below average performance among peers
Risk-O-Meter
Very High Risk

The fund has 95.79% investment in domestic equities of which 58.24% is in Large Cap stocks, 11.51% is in Mid Cap stocks, 1.38% in Small Cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

This Scheme
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  • Benchmark
    BSE 100 TRI
  • NA
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  • Gold
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Returns (NAV as on 24th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Oct-25 9979.10 -0.21% - 0.19% 31/35
1 Month 24-Sep-25 10162.00 1.62% - 2.04% 31/35
3 Month 24-Jul-25 10213.80 2.14% - 2.22% 24/35
6 Month 24-Apr-25 10507.60 5.08% - 6.22% 28/35
YTD 01-Jan-25 10606.30 6.06% - 6.54% 22/34
1 Year 24-Oct-24 10527.20 5.27% 5.27% 4.67% 15/34
2 Year 23-Oct-23 13464.90 34.65% 15.99% 17.96% 28/32
3 Year 21-Oct-22 14207.30 42.07% 12.37% 15.45% 31/31
5 Year 23-Oct-20 19309.70 93.10% 14.05% 17.82% 28/28
10 Year 23-Oct-15 31977.30 219.77% 12.31% 12.42% 15/25
Since Inception 05-Jan-10 62100.00 521.00% 12.24% 13.54% 23/33

SIP Returns (NAV as on 24th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Oct-24 12000 12658.12 5.48 % 10.29 %
2 Year 23-Oct-23 24000 26484.36 10.35 % 9.77 %
3 Year 21-Oct-22 36000 43499.63 20.83 % 12.67 %
5 Year 23-Oct-20 60000 79614.9 32.69 % 11.25 %
10 Year 23-Oct-15 120000 235573.91 96.31 % 12.93 %
 

Tax Treatment

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%.

Portfolio (Updated on 30th Sep,2025)

Portfolio Turnover Ratio : 92.00%  |   Category average turnover ratio is 238.84%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 95.79% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.79%
No of Stocks : 49 (Category Avg - 52.30) | Large Cap Investments : 58.24%| Mid Cap Investments : 11.51% | Small Cap Investments : 1.38% | Other : 24.67%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
HDFC Bank Ltd. Private sector bank 30847.7 9.36% -0.01% 9.94% (Feb 2025) 9.02% (May 2025) 3.24 Cr 0.00
ICICI Bank Ltd. Private sector bank 27699.7 8.40% -0.31% 9.25% (Jul 2025) 8.33% (Jun 2025) 2.05 Cr 0.00
Reliance Industries Ltd. Refineries & marketing 20279.5 6.15% 0.03% 6.8% (Jun 2025) 2.68% (Jan 2025) 1.49 Cr 0.00
Bajaj Finance Ltd. Non banking financial company (nbfc) 17777.4 5.39% 0.71% 5.39% (Sep 2025) 3.47% (Dec 2024) 1.78 Cr 2.20 L
Bharti Airtel Ltd. Telecom - cellular & fixed line services 17244 5.23% -0.03% 5.68% (Jun 2025) 4.89% (Dec 2024) 91.80 L 0.00
Infosys Ltd. Computers - software & consulting 16676.5 5.06% 0.17% 6.54% (Jan 2025) 3.52% (Apr 2025) 1.16 Cr 6.01 L
Larsen & Toubro Ltd. Civil construction 13415.3 4.07% 0.39% 4.07% (Sep 2025) 2.5% (Oct 2024) 36.66 L 2.94 L
Eternal Ltd. E-retail/ e-commerce 12969.2 3.94% 0.09% 3.94% (Sep 2025) 1.51% (Mar 2025) 3.98 Cr -5.16 L
Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 11151.7 3.38% -0.18% 3.56% (Aug 2025) 2.73% (Mar 2025) 32.54 L -4.13 L
State Bank Of India Public sector bank 11140.4 3.38% 0.44% 3.38% (Sep 2025) 1.63% (Oct 2024) 1.28 Cr 7.02 L
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 3.53%
MF Units MF Units 0.80%
Net Receivables Net Receivables -0.12%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2025)

  • Standard Deviation

    Low volatility
    10.12vs10.87
    Category Avg
  • Beta

    Low volatility
    0.85vs0.94
    Category Avg
  • Sharpe Ratio

    Poor risk adjusted returns
    0.56vs0.82
    Category Avg
  • Treynor's Ratio

    Poor risk adjusted returns
    0.07vs0.1
    Category Avg
  • Jensen's Alpha

    Poor risk adjusted returns
    -1.31vs0.98
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Motilal Oswal Large Cap Fund - Regular Plan - Growth NA 2779.28 2.07 1.17 7.73 12.78 0.00
Nippon India Large Cap Fund - Growth 5 46463.11 1.20 3.06 8.47 7.41 20.09
WhiteOak Capital Large Cap Fund - Regular Plan - Growth NA 1046.93 2.22 2.31 7.18 6.90 0.00
Bandhan Large Cap Fund - Regular Plan - Growth 4 1916.18 2.85 3.13 8.50 6.44 17.47
Mirae Asset Large Cap Fund - Regular - Growth 3 39615.50 2.14 2.29 7.32 6.33 13.78
ICICI Prudential Large Cap Fund - Growth 5 73034.52 2.00 3.16 7.06 6.17 18.80
Canara Robeco Large Cap Fund - Regular Plan - Growth 4 16514.67 2.25 2.04 5.98 6.07 16.05
Invesco India Largecap Fund - Growth 4 1606.01 2.27 2.74 8.46 5.99 18.04
PGIM India Large Cap Fund - Growth 2 592.77 1.98 2.68 6.32 5.86 13.20
Aditya Birla Sun Life Large Cap Fund - Regular Plan - Growth 4 30000.77 2.49 2.24 6.99 5.69 16.29

More Funds from Axis Mutual Fund

Out of 99 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 4 is/are ranked 4 * , 13 is/are ranked 3 * , 7 is/are ranked 2 * , 1 is/are ranked 1 * , and 73 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis ELSS Tax Saver Fund - Growth 2 34301.98 1.67 1.46 5.39 4.05 14.22
Axis Large Cap Fund - Growth 2 32956.38 1.62 2.14 5.08 5.27 12.37
Axis Midcap Fund - Growth 3 31146.94 0.45 0.18 9.36 3.86 19.00
Axis Liquid Fund - Growth 3 28170.15 0.48 1.42 3.00 6.77 7.04
Axis Small Cap Fund - Growth 3 25975.38 -0.08 -1.52 7.53 3.32 19.04
Axis Money Market Fund - Growth 2 18085.61 0.51 1.43 3.33 7.65 7.57
Axis Large & Mid Cap Fund - Growth 3 14905.55 1.30 2.23 8.93 4.32 19.18
Axis Banking & PSU Debt Fund - Growth 4 13055.74 0.73 1.21 3.03 8.00 7.42
Axis Flexi Cap Fund - Growth 3 12933.91 1.29 0.62 8.09 4.98 14.87
Axis Focused Fund - Growth 2 12256.85 1.80 1.36 6.38 4.19 11.88

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