Standard Deviation
At 11.09%,lower volatility compared to the category average.
Returns:
Why Invest in Equity Funds?
Overview
Beta
A value of 0.90, ,lower volatility compared to similar funds in the market.
Sharpe Ratio
A Sharpe ratio of 0.66 indicates risk adjusted returns.
Performance
The fund has shown strong performanceof CAGR since inception of 14.25% vs 13.50% (Benchmark –BSE 100 TRI ) as on 30th January, 2026
Strong Investor Base
With1,537,023 Active Investors and 615,824 Active SIPs in Jan31, with a growing community of long-term investors, the fund continues to demonstrate strong investor confidence and a robust participation base.
Cost-Efficiency
It has a relatively lower expense ratio of 0.72% (Direct Plan as on 31st January 2026), ensuring that a larger portion of your investment is put to work
Expert Management
Potentially Stable large companies, proven business models, and lower volatility aiming for consistent long-term returns with lower risk than the benchmark
Benefits
Large Cap mutual funds invest predominantly in large companies
Such companies are traded frequently and hence liquid and also less volatile as these stocks have proven track record, business models and capable enough to deliver long term consistent returns.
The Axis Large Cap Fund aims to outperform the benchmark with risk lower than the benchmark.
Asset Class benefit - Equity as an asset class holds potential to beat inflation and generate long term wealth.
Long-term goals such as children's education & their future, retirement or any other long term growth that needs wealth creation plan.
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10% of investments | Nil |
| For remaining investments | 1% |
| If redeemed/switched - out after 12 months | |
| From the date of allotment | NIL |
Tax implication
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- Investment in a diversified portfolio predominantly consisting of equity and equity related instruments of large cap companies.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Performance
Returns Calculator
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Returns Over The Years
Performance of Axis Large Cap Fund - Direct Growth as of April 14, 2026
| BSE 100 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | BSE 100 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | BSE 100 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2013-01-01 | 13.10% | 12.27% | 11.83% | 51,100 | 46,325 | 43,989 |
| 5 Years | 7.85% | 10.91% | 10.01% | 14,593 | 16,785 | 16,113 |
| 3 Years | 10.05% | 11.36% | 10.03% | 13,328 | 13,811 | 13,320 |
| 1 Year | -5.18% | -3.62% | -3.97% | 9,479 | 9,636 | 9,601 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-03-31) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 01 Jan 2013 | 19,40,000 | 50,35,579 | 10.89% | 11.89% | 11.41% | 55,24,782.96 | 52,82,719.83 |
| 5 Years | 6,00,000 | 6,55,176.56 | 3.48% | 6.65% | 5.81% | 7,09,357.01 | 6,94,710.55 |
| 3 Years | 3,60,000 | 3,56,929.10 | -0.56% | 1.02% | 0.48% | 3,65,639.65 | 3,62,650.79 |
| 1 Year | 1,20,000 | 1,07,294 | -19.21% | -18.25% | -18.42% | 1,07,948.87 | 1,07,835.63 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
No. of stocks
10
Top 10 Stocks (%)
50.11%
Top 5 Stocks (%)
31.17%
Top 3 Stocks (%)
21.63%
Holdings
| Stocks | % of holdings |
|---|---|
| ICICI Bank Limited | 8.84 |
| HDFC Bank Limited | 7.71 |
| Reliance Industries Limited | 5.08 |
| Infosys Limited | 4.81 |
| Bharti Airtel Limited | 4.73 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2026-01-20 | Dividend | 1.97 | 1.97 | 27.08 | 25.11 |
| 2025-01-17 | Dividend | 1.36 | 1.36 | 26.7 | 25.34 |
| 2024-02-08 | Dividend | 1 | 1 | 25.11 | 24.11 |
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Frequently asked questions
How does Large Cap Fund work?
Axis Large Cap Fund works pretty much like any other equity mutual fund scheme. The fund invests a majority of its investible corpus in equity and equity related instruments of companies with large market capitalization. The scheme may invest the remaining corpus in money market instruments in quantum with the schemes investment objective. The AMC collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum across large cap companies. In exchange, the investors receive units in accordance with the schemes existing Net Asset Value (NAV). The NAV of the scheme may fluctuate depending on how the scheme performs over time. Axis Large Cap Fund invests in large cap stocks that have growth potential and can offer long term earnings to investors.
How to invest in Large Cap Fund?
One way to earn long term capital appreciation is by investing in Axis Large Cap Fund. Follow these simple steps to invest in Axis Large Cap Fund online: 1. Log on to CLOUDFRONT_BASE_URL website 2. Hover on the All Schemes tab and when you get a drop down click on Equity 3. You will see all the equity mutual funds offered by Axis Mutual Fund 4. Select Axis Large Cap Fund 5. Click on Start SIP if you want to start a SIP 6. Then Select the SIP amount, Tenure, SIP date, and Growth / Regular plan and click Continue 7. If you want to start investing right away, you can even click select the Add Lumpsum feature 8. You can now start investing in Axis Large Cap Fund
Is it good to invest in Axis Large Cap Fund?
Investing in Axis Large Cap Fund is a good option as this scheme has the potential to offer risk adjusted returns over the long term. Investing in Axis Large Cap Fund may allow investors to create wealth however, investors may need to have a long term investment horizon spanning over five years to seven years at least so that this equity fund is able to perform and deliver decent returns over in the long run. Also, only investors who carry a very high risk appetite should consider investing in Axis Large Cap Fund. Investors can target their lifes long term financial goals like retirement planning, securing their childs financial future, building a marriage corpus for their child, etc. by investing in Axis Large Cap Fund.
What are the benefits of investing in the Axis Large Cap Fund?
Here are the primary benefits of investing in Axis Large Cap Fund:Large Cap mutual funds invest predominantly in large companiesSuch companies are traded frequently and hence liquid and also less volatile as these stocks have a proven track record, business models and are capable enough to deliver long term consistent returns.The Axis Large Cap Fund aims to outperform the benchmark with risk lower than the benchmark.Asset Class benefit - Equity as an asset class holds the potential to beat inflation and generate long term wealth.Target Goals- Long-term goals such as children's education & their future, retirement, or any other long term growth that needs a wealth creation plan
What is a Large Cap Fund?
A Large cap fund is an open ended equity scheme that predominantly invests in equity and equity related instruments of large cap companies. Also referred to as large cap fund, Large Cap funds invest a minimum of 65% of their total investible corpus in equity and equity related instruments of financially well-established companies. Large Cap funds mostly invest in stocks of companies that have a proven track record. Of its total assets, a Large Cap fund allocates a majority of its assets to companies with large market capitalization.
Who should invest in Large Cap Fund?
Large Cap funds predominantly invest in the equity market. This makes them a very high volatile investment. This mutual fund scheme may hold the potential to offer risk adjusted returns over the long term, but it doesnt guarantee returns. Hence, investors with a very high risk appetite and a long term investment horizon may consider investing in a large Cap fund. If you are someone who wishes to invest in a diversified portfolio of largecap stocks you should consider investing in a largecap fund.
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