Get access to more insightful information
By signing up to Upstox today
Axis Large & Mid Cap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
22 Oct 2018
6.9 years ago
Lock-in Period
No lock-in
NAV
as of 02 Sep 2025
₹35.76
-0.1954% (0.00)
AUM
₹14,805 Cr
Expense ratio
0.61%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Technology
Healthcare
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,14,741 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Hitesh Das
Experience: 5.55 yrs • Total AUM: 1,68,478 Cr
Shreyash Devalkar
Experience: 8.77 yrs • Total AUM: 7,94,529 Cr
Krishnaa N
Experience: 1.49 yrs • Total AUM: 9,11,449 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.60%
Expense ratio
0.82%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.44%
Expense ratio
0.53%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.04%
Expense ratio
0.75%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
16.53%
Expense ratio
0.6%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
15.23%
Expense ratio
0.63%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.