Axis Large & Mid Cap Fund

Axis Large & Midcap Fund is an open-ended equity scheme investing in both large- and mid-cap companies, along with a global allocation. It aims to deliver long-term capital appreciation through a diversified, high-conviction portfolio of domestic and international equities.

The scheme was earlier called Axis Growth Opportunities Fund. It was renamed Axis Large & Midcap Fund effective June 2025, while retaining its core investment strategy.

• Domestic allocation: ~75–85%, focused on large- and mid-cap companies 
• Global allocation: ~15–25%, providing access to international markets and sectors not available in India 
• Portfolio built through bottom-up, high-conviction stock selection

The above framework is broadly indicative and the fund manager may change the framework depending on the market conditions. 

• Balanced exposure to India’s growth via large and mid-cap stocks 
• Access to global themes and innovative companies 
• Diversification benefits to withstand event shocks 
• Professional management combining local expertise and global insights

Domestic stocks are selected based on:

• Innovative and entrepreneurial companies 
• Market leaders in emerging and high-growth industries 
• Stocks where current price doesn’t reflect future potential 
• ESG factors: financial, environmental, social, and governance

Global allocation (advised by Schroders Investment Management):

• Access to developed and emerging markets like the US, UK, Europe, Japan, and Asia  
• High-conviction global equity strategy

The above framework is broadly indicative and the fund manager may change the framework depending on the market conditions. 

• Exposure to global themes and companies not available in India 
• Investment in innovation-driven sectors 
• Diversification that enhances portfolio resilience.

• Global economy is shifting toward geopolitics and domestic growth 
• India remains resilient with strong capex and consumption 
• Global allocation helps manage volatility and supports diversification 
• Despite rich valuations, select large- and mid-cap opportunities remain attractive,

Investors who:

• Want a mix of large-cap stability and mid-cap growth 
• Seek diversification across domestic and international equities 
• Have a long-term horizon (5+ years) 
• Are comfortable with equity and currency market risks

• Market volatility and sectoral cycles 
• Higher risk-return potential in mid-caps 
• Currency and international market risks from global allocation
  Mitigation: Diversification and disciplined stock selection.

A minimum of 5 years is recommended to capture long-term growth across India and global markets.

Yes. SIPs allow investors to build exposure gradually, benefit from rupee-cost averaging, and participate in both domestic and international opportunities.

• Vs. Large-Cap Funds: Offers higher growth potential via mid-cap inclusion 
• Vs. Mid-Cap Funds: Provides stability from large-cap allocation 
• Vs. Flexi-Cap Funds: Maintains a defined structure with dedicated large and mid-cap exposure 
• Vs. Value Funds: Focuses on growth and global diversification, not just valuations

Mutual fund investments are subject to market risks, read all scheme related documents carefully.