Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Axis Large & Mid Cap Fund - Regular Plan - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 80/100 · Excellent
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)15.08%
- Expense ratio (20%)0.83%
- AUM (15%)₹16,802 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Equity · Large & MidCap
₹38.89
AUM: ₹16,801 Cr
NAV updated 16 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.83%
Exit Load
Nil
Fund Manager
Jinesh Gopani,Hitesh Das
Inception
Oct 2018
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
-0.42
Std Dev (1Y)
15.71%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.37%
3m
+7.11%
6m
+9.43%
1y
+7.13%
3y
+15.08%
5y
+12.61%
10y
—
since inception
+9.42%
TopFund's Take on Axis Large & Mid Cap Fund - Regular Plan - IDCW
Axis Large & Mid Cap Fund - Regular Plan - IDCW ranks among the stronger performers in the Large & MidCap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 80/100.
Cost: At 0.83%, the expense ratio is roughly in line with the Large & MidCap category average of 0.89% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.42 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.71% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Large & Mid Cap Fund - Regular Plan - IDCW
The current NAV (Net Asset Value) of Axis Large & Mid Cap Fund - Regular Plan - IDCW is ₹38.89. NAV is updated every business day after market close by AMFI.
1Y: 7.13% · 3Y CAGR: 15.08% · 5Y CAGR: 12.61%
The expense ratio of Axis Large & Mid Cap Fund - Regular Plan - IDCW is 0.83% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Large & Mid Cap Fund - Regular Plan - IDCW is managed by Jinesh Gopani,Hitesh Das at Axis Mutual Fund.
Axis Large & Mid Cap Fund - Regular Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Axis Large & Mid Cap Fund - Regular Plan - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Axis Large & Mid Cap Fund - Regular Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Large & Mid Cap Fund - Regular Plan - IDCW is ₹16,802 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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