AXIS Large & Mid Cap Fund - Regular (IDCW)
Last Updated NAV Date: 17 Jul 2026
3 Year Returns
14.94%
NAV (₹)
20.0900
1 Day NAV Change
-0.10%
No chart data available for this period.
Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 100 |
| AUM | ₹ 16469.27 Cr |
| Expense Ratio | 1.96% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 22 Oct 2018 |
| Fund Age | 7 Yrs |
Exit Load
NIL
Fund’s Investment Objective
To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
1 Month Return1.72%
3 Month Return5.18%
6 Month Return4.84%
1 Year Return5.30%
3 Year Return14.94%
5 Year Return12.47%
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: 30 Jun 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 21.61% | ₹ 3,558.198 | |
| Banks | 20.77% | ₹ 3,419.952 | |
| Capital Goods - Electrical Equipment | 8.60% | ₹ 1,416.009 | |
| Finance | 7.48% | ₹ 1,231.387 | |
| Auto Ancillaries | 5.78% | ₹ 952.509 | |
| Pharmaceuticals | 5.33% | ₹ 878.37 | |
| IT - Software | 4.51% | ₹ 742.477 | |
| Financial Services | 4.43% | ₹ 728.822 | |
| Automobile | 3.90% | ₹ 642.18 | |
| E-Commerce/App based Aggregator | 3.47% | ₹ 571.034 |
Stock Holdings
Last Updated: 30 Jun 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| ICICI Bank | 4.60% | ₹ 758.251 | Banks | |
| HDFC Bank | 4.33% | ₹ 713.16 | Banks | |
| Shriram Finance | 2.51% | ₹ 414.003 | Finance | |
| Eternal | 2.21% | ₹ 363.977 | E-Commerce/App based Aggregator | |
| BSE | 2.20% | ₹ 361.923 | Financial Services | |
| GE Vernova T&D | 2.16% | ₹ 355.472 | Capital Goods - Electrical Equipment | |
| Larsen & Toubro | 2.05% | ₹ 337.53 | Infrastructure Developers & Operators | |
| Federal Bank | 2.00% | ₹ 328.937 | Banks | |
| Apar Inds. | 2.00% | ₹ 329.071 | Capital Goods - Electrical Equipment | |
| Reliance Industr | 1.97% | ₹ 323.648 | Refineries |
…
Fund Manager Details
Assignments held during last 10 years - Axis Asset Management Company Ltd. - Fund Manager. Period From - To November 16, 2016 - till date - BNP Paribas Asset Management India Pvt. Ltd. - Fund Manager Period From - To January 17, 2011 TO November 15, 2016. - IDFC Asset Management Company Ltd. - Vice President - Research Period From - To July 24, 2008 to January 14, 2011. - IDFC Securities Ltd. - Research Analyst Period From - To September 07, 2005 to July 23, 2008. Bachelor in Chemical Engineering & Masters in Management Studies
Equity Research Analyst - Barclays Securities India Pvt. Ltd. (January 2012 - June 2015) Equity Research Analyst - Credit Suisse Securities (India) Pvt. Ltd. (July 2011 - December 2012) Equity Research Analyst - Ebusinessware (India) Pvt. Ltd. (February 2011 - June 2011) Risk Analyst - Yes Bank (May 2010 - February 2011) PGDM, M.Tech, B.Tech
Axis Asset Dec. 02, Management 2015 - till date Company Ltd.(Equity Research Analyst) Reliance Industries Ltd. Apr. 2015 to (Equity Strategist - Nov. -2015 Treasury) Bachel or of Technol ogy, Post Gradua te Diplom
Axis Asset Management Company Ltd [Fund Manager - (For Foreign Securities)] Period From - To March 01, 2024 till date Axis Asset Management Company Ltd (Junior Research Analyst - Equity) Period From - To May 12, 2021 - February 29, 2024 Price Waterhouse & Co LLP. Period From - April 22, 2019 - May 07, 2021 Chartered Accountant and Bachelor of Commerce
Risk-O-Meter
Very High Risk
Investors understand that their principal will be at Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
Funds Managed
93
Assets Managed
₹ 3,77,445.09 Cr
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Managing Director
Mr. Gop Kumar Bhaskaran
Chief Executive Officer
Mr. Gop Kumar Bhaskaran
Compliance Officer
Darshan Kapadia
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
You can withdraw your investment from AXIS Large & Mid Cap Fund - Regular (IDCW) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for AXIS Large & Mid Cap Fund - Regular (IDCW) is ₹ 100 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
AXIS Large & Mid Cap Fund - Regular (IDCW) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of AXIS Large & Mid Cap Fund - Regular (IDCW) over the past three years is 14.94%.
The current NAV of AXIS Large & Mid Cap Fund - Regular (IDCW) is 20.0900.
The Expense ratio of AXIS Large & Mid Cap Fund - Regular (IDCW) is 1.96%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the AXIS Large & Mid Cap Fund - Regular (IDCW) fund is ₹ 16469.27 Cr. It represents the total assets held and managed by the fund.
The exit load for AXIS Large & Mid Cap Fund - Regular (IDCW) is NIL.
The fund managers of the AXIS Large & Mid Cap Fund - Regular (IDCW) are Shreyash Devalkar, Hitesh Das, Mayank Hyanki, Krishnaa N. However, with management's discretion, the fund manager could also change during the tenure.
AXIS Large & Mid Cap Fund - Regular (IDCW) was launched on 22 Oct 2018. Since then, the fund has formed an NAV (Net Asset Value) of 20.0900.
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