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Axis Large Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 71.94 0.29%
    (as on 20th 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 17th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-Oct-25 10161.50 1.61% - 1.43% 9/33
1 Month 17-Sep-25 10075.90 0.76% - 0.86% 22/33
3 Month 17-Jul-25 10317.90 3.18% - 2.04% 5/33
6 Month 17-Apr-25 10723.60 7.24% - 8.43% 27/33
YTD 01-Jan-25 10701.20 7.01% - 7.16% 19/32
1 Year 17-Oct-24 10470.00 4.70% 4.70% 3.50% 10/32
2 Year 17-Oct-23 13392.50 33.92% 15.70% 17.41% 24/30
3 Year 17-Oct-22 14716.90 47.17% 13.73% 17.26% 29/29
5 Year 16-Oct-20 20588.40 105.88% 15.52% 19.41% 26/26
10 Year 16-Oct-15 36136.00 261.36% 13.69% 13.60% 12/23
Since Inception 02-Jan-13 58412.10 484.12% 14.79% 14.09% 17/32

SIP Returns (NAV as on 17th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-24 12000 12790.92 6.59 % 12.41 %
2 Year 17-Oct-23 24000 26875.41 11.98 % 11.28 %
3 Year 17-Oct-22 36000 44217.61 22.83 % 13.8 %
5 Year 16-Oct-20 60000 81676.08 36.13 % 12.28 %
10 Year 16-Oct-15 120000 251707.69 109.76 % 14.17 %
 

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 - Direct Plan - Growth NA 2779.28 0.39 1.66 9.86 11.52 0.00
WhiteOak Capital Large Cap Fund - Direct Plan - Growth NA 1046.93 1.60 4.31 10.50 6.57 0.00
Nippon India Large Cap Fund - Direct Plan - Growth 5 46463.11 0.51 3.92 11.45 5.99 21.18
PGIM India Large Cap Fund - Direct Plan - Growth 3 592.77 1.37 4.17 9.47 5.85 15.30
Canara Robeco Large Cap Fund - Direct Plan - Growth 4 16514.67 1.36 3.20 8.67 5.49 17.67
Mirae Asset Large Cap Fund - Direct Plan - Growth 2 39615.50 0.86 3.04 9.60 5.41 15.02
Bandhan Large Cap Fund - Direct Plan - Growth 4 1916.18 1.80 4.43 11.36 5.41 18.89
ICICI Prudential Large Cap Fund - Direct Plan - Growth 5 73034.52 1.28 3.75 9.39 5.19 19.84
Kotak Large Cap Fund - Direct Plan - Growth 4 10426.76 1.31 3.55 10.35 4.66 17.76
Invesco India Largecap Fund - Direct Plan - Growth 4 1606.01 1.26 3.95 11.83 4.35 19.90

More Funds from Axis Mutual Fund

Out of 75 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 5 is/are ranked 4 * , 9 is/are ranked 3 * , 8 is/are ranked 2 * , and 51 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 - Direct Plan - Growth 3 34301.98 0.46 2.23 7.82 2.97 15.27
Axis Large Cap Fund - Direct Plan - Growth 2 32956.38 0.76 3.18 7.24 4.70 13.73
Axis Midcap Fund - Direct Plan - Growth 3 31146.94 -0.86 0.87 13.25 1.90 20.51
Axis Liquid Fund - Direct Plan - Growth 2 28170.15 0.48 1.44 3.06 6.88 7.13
Axis Small Cap Fund - Direct Plan - Growth 4 25975.38 -1.71 -2.94 9.79 -0.76 20.21
Axis Money Market Fund - Direct Plan - Growth 3 18085.61 0.54 1.48 3.50 7.85 7.75
Axis Large & Mid Cap Fund - Direct Plan - Growth 4 14905.55 0.24 2.50 12.08 2.62 20.58
Axis Banking & PSU Debt Fund - Direct Plan - Growth 3 13055.74 0.86 1.41 3.40 8.30 7.77
Axis Flexi Cap Fund - Direct Plan - Growth 3 12933.91 0.03 2.18 10.74 4.04 16.37
Axis Focused Fund - Direct Plan - Growth 2 12256.85 0.97 2.90 8.91 4.04 13.09

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