August 12, 2026
mayank
Axis Large & Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 39.3 |
| NAV IDCW (Rs.) | 26.37 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 16,469 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.57% |
| 1 Year Return (%) | 10.27 |
| 3 Year Return (%) | 17.19 |
| 5 Year Return (%) | 14.04 |
| 10 Year Return (%) | — |
| Return Since Launch | 19.19% |
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for 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 seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
Fund Manager:
1) Hitesh Das
Education: Mr. Das is a PGDM, M.Tech, B.Tech
Experience: Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
2) Mayank Hyanki
Education: Mr. Hyanki has done B.Tech and PGDM, Finance
Experience: Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and
ING Investment Management (I) Pvt Ltd
3) 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)– | |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Axis Large & Mid Cap Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 22-Oct-18 |
| Return Since Launch | 19.19% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 16,469 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.57% |
| (As on 31-Jul-2026) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 63.00% |
Axis Large & Mid Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Large & Mid Cap Dir | 6.48 | 0.08 | 2.61 | 5.39 | 7.64 | 10.27 | 17.19 | 14.04 | 20.06 | — |
| BSE Large Mid Cap TRI | -1.19 | -0.23 | 1.63 | 2.42 | 0.25 | 4.61 | 11.97 | 11.73 | 15.42 | — |
| Equity: Large & MidCap | 3.33 | 0.03 | 2.23 | 3.90 | 5.11 | 8.17 | 16.39 | 14.84 | 18.80 | — |
| Rank within category | 6 | 14 | 12 | 5 | 7 | 12 | 9 | 16 | 5 | — |
| Number of funds in category | 40 | 43 | 41 | 40 | 40 | 40 | 27 | 26 | 22 | 18 |
Peer Comparison of Axis Large & Mid 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 & Mid Cap Dir | 3 out of 5 stars | 10.27 | 17.19 | 14.04 | 0.57 | 16,469 | 19.19 | — | 7Y 9M | 63.00 |
| SBI Large & Midcap Dir | 4 out of 5 stars | 9.20 | 15.07 | 15.11 | 0.57 | 40,850 | 16.69 | 0.10 (30) | 13Y 7M | 32.00 |
| ICICI Pru Large & Mid Cap Dir | 5 out of 5 stars | 10.49 | 18.01 | 18.22 | 0.67 | 30,971 | 16.26 | 1.00 (30) | 13Y 7M | 89.00 |
| HDFC Large and Mid Cap Dir | 4 out of 5 stars | 7.09 | 15.60 | 16.56 | 0.75 | 30,099 | 13.52 | 1.00 (365) | 13Y 7M | 2.68 |
| Bandhan Large & Mid Cap Dir | 5 out of 5 stars | 8.45 | 19.99 | 17.92 | 0.44 | 19,777 | 15.70 | 1.00 (365) | 13Y 7M | 141.00 |
Axis Large & Mid Cap Fund Portfolio Analysis
| No. of Stocks | 94 |
| Top 10 Stocks | 26.02% |
| Top 5 Stocks | 15.86% |
| Top 3 Sectors | 59.06% |
| Portfolio P/B Ratio | 4.42 |
| Portfolio P/E Ratio | 33.12 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,07,874 | 1,57,535 |
| Large (%) | 58.37 | 52.75 |
| Mid (%) | 34.02 | 37.30 |
| Small (%) | 7.61 | 11.65 |
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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