Axis Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 71.16 |
| NAV IDCW (Rs.) | 25.78 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 100 TRI |
| AUM Rs. | 30,913 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.66% |
| 1 Year Return (%) | 3.64 |
| 3 Year Return (%) | 10.83 |
| 5 Year Return (%) | 8.20 |
| 10 Year Return (%) | 12.97 |
| Return Since Launch | 13.79% |
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.
Fund Manager:
1) Jayesh Sundar
Education: Mr. Sundar is a Chartered Accountant
Experience: Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
2) Shreyash Devalkar
Education: Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience: Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Axis Large Cap Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 13.79% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 30,913 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.66% |
| (As on 31-Jul-2026) | |
| Risk Grade | Average |
| Return Grade | Low |
| Turnover | 80.00% |
Axis Large Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Large Cap Dir | -0.60 | -0.56 | 1.89 | 4.96 | 0.69 | 3.64 | 10.83 | 8.20 | 12.60 | 12.97 |
| BSE 100 TRI | -3.15 | -0.33 | 1.50 | 2.36 | -1.62 | 3.11 | 10.85 | 11.10 | 14.74 | 12.88 |
| Equity: Large Cap | -0.99 | -0.15 | 1.82 | 2.75 | 0.26 | 4.77 | 12.33 | 11.15 | 14.48 | 12.39 |
| Rank within category | 42 | 114 | 46 | 4 | 42 | 48 | 46 | 63 | 45 | 13 |
| Number of funds in category | 111 | 117 | 116 | 115 | 112 | 104 | 81 | 63 | 50 | 42 |
Peer Comparison of Axis Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Large Cap Dir | 1 out of 5 stars | 3.64 | 10.83 | 8.20 | 0.66 | 30,913 | 13.79 | — | 13Y 7M | 80.00 |
| ICICI Pru Large Cap Dir | 5 out of 5 stars | 1.69 | 13.18 | 13.39 | 0.71 | 79,421 | 14.79 | 1.00 (30) | 13Y 7M | 83.00 |
| Nippon India Large Cap Dir | 5 out of 5 stars | 2.86 | 13.50 | 15.65 | 0.57 | 53,227 | 15.37 | 1.00 (7) | 13Y 7M | 36.00 |
| HDFC Large Cap Dir | 4 out of 5 stars | 3.19 | 11.26 | 12.98 | 0.83 | 40,198 | 13.30 | 1.00 (365) | 13Y 7M | 22.34 |
| Kotak Large Cap Dir | 4 out of 5 stars | 3.94 | 12.54 | 11.63 | 0.57 | 10,772 | 14.11 | 1.00 (365) | 13Y 7M | 25.75 |
Axis Large Cap Fund Portfolio Analysis
| No. of Stocks | 46 |
| Top 10 Stocks | 49.29% |
| Top 5 Stocks | 31.83% |
| Top 3 Sectors | 61.10% |
| Portfolio P/B Ratio | 4.12 |
| Portfolio P/E Ratio | 28.22 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 4,01,596 | 3,99,878 |
| Large (%) | 95.35 | 92.89 |
| Mid (%) | 4.65 | 7.87 |
| Small (%) | — | 3.95 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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Quicklinks
August 12, 2026
mayank



