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OmniAsset › Mutual funds › Axis Large Cap Fund

Axis Large Cap Fund

Large Cap fund benchmarked to BSE 100 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202660.15
CategoryLarge Cap
PlanRegular · Growth
Launched11 Nov 2009
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 100 TRI
Expense ratiodirect plan, a year1.76%
AUM₹18,416 Cr
Growth of ₹10,000₹12,9192 Sep 2021 to 2 Sep 2026
₹13,683₹12,321₹10,960₹9,598₹8,237Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,919 (+5.3% a year) Axis Large Cap Fund

Performance (trailing, annualised)

1Y annualised0.35%
3Y annualised9.27%
5Y annualised5.26%
10Y annualised11.20%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,0211.58%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,82,6123.99%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,09,4466.64%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202120.64%
Calendar 2022-5.66%
Calendar 202317.45%
Calendar 202413.73%
Calendar 20256.27%

Rolling returns

Rolling 1Y · average807 windows since 13 Jan 201112.54%
Rolling 1Y · median10.64%
Rolling 1Y · worst window-21.62%
Rolling 1Y · best window59.40%
Rolling 1Y · windows positive79%
Rolling 3Y · average704 windows since 10 Jan 201313.19%
Rolling 3Y · median12.52%
Rolling 3Y · worst window1.50%
Rolling 3Y · best window27.80%
Rolling 3Y · windows positive100%
Rolling 5Y · average601 windows since 12 Jan 201513.35%
Rolling 5Y · median13.58%
Rolling 5Y · worst window4.48%
Rolling 5Y · best window21.01%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)12.64%
Downside deviation (3Y)8.96%
Maximum drawdown-16.02%

Management

Fund managerMr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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