Axis Large & Mid Cap Fund - Direct Plan has delivered 126.08% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #4 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 4.71% .
The fund currently owns more than 105 stocks.
The top 10 holdings account for 25.83% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.37% | -1.86% |
| 2 Year Return | 53.68% | 11.61% |
| 3 Year Return | 77.70% | 32.10% |
| 4 Year Return | 201.40% | 57.26% |
| 5 Year Return | 255.07% | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.57% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
4.71%
|
|
| 2 | Finance - Banks - Private Sector |
3.49%
|
|
| 3 |
2.77%
|
||
| 4 | E-Commerce/E-Retail |
2.48%
|
|
| 5 | Forgings |
2.44%
|
|
| 6 | Financials |
2.13%
|
|
| 7 | Communication Services |
2.05%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
1.99%
|
|
| 9 | Energy |
1.95%
|
|
| 10 | Health Care |
1.82%
|
|
| 11 | Financials |
1.76%
|
|
| 12 | Health Care |
1.72%
|
AMC: AXIS
Category: Equity • Large & Mid Cap
Launch Date: 01 Oct 2018
Fund Manager: Mr. Shreyash Devalkar
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Axis Large & Mid Cap Fund - Direct Plan is managed by AXIS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds