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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 202617.61
CategoryLarge Cap
PlanRegular · Idcw
Launched11 Nov 2009
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 100 TRI
Expense ratiodirect plan, a year1.76%
AUM₹195 Cr
Growth of ₹10,000₹8,6072 Sep 2021 to 2 Sep 2026
₹10,513₹9,693₹8,873₹8,053₹7,234Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹8,607 (-3.0% a year) Axis Large Cap Fund

Performance (trailing, annualised)

1Y annualised-6.98%
3Y annualised1.64%
5Y annualised-2.96%
10Y annualised1.58%

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 ₹1,17,430-3.93%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,373-2.67%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,82,622-1.16%

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

Calendar years

Calendar 202110.48%
Calendar 2022-13.47%
Calendar 20236.02%
Calendar 20244.02%
Calendar 20250.88%

Rolling returns

Rolling 1Y · average807 windows since 13 Jan 20114.15%
Rolling 1Y · median2.84%
Rolling 1Y · worst window-23.50%
Rolling 1Y · best window59.43%
Rolling 1Y · windows positive57%
Rolling 3Y · average704 windows since 10 Jan 20134.19%
Rolling 3Y · median3.34%
Rolling 3Y · worst window-6.66%
Rolling 3Y · best window20.12%
Rolling 3Y · windows positive85%
Rolling 5Y · average601 windows since 12 Jan 20154.13%
Rolling 5Y · median4.70%
Rolling 5Y · worst window-5.18%
Rolling 5Y · best window12.12%
Rolling 5Y · windows positive90%

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

Risk

Volatility (3Y)14.63%
Downside deviation (3Y)11.58%
Maximum drawdown-26.09%

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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