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OmniAsset › Mutual funds › Axis Large & Mid Cap Fund

Axis Large & Mid Cap Fund

Large & Mid Cap fund benchmarked to NIFTY Large Midcap 250 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202626.22
CategoryLarge & Mid Cap
PlanDirect · Idcw
Launched1 Oct 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Large Midcap 250 TRI
Expense ratiodirect plan, a year0.83%
AUM₹12.4 Cr
Growth of ₹10,000₹13,4952 Sep 2021 to 2 Sep 2026
₹14,812₹13,170₹11,528₹9,886₹8,245Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,495 (+6.2% a year) Axis Large & Mid Cap Fund

Performance (trailing, annualised)

1Y annualised1.28%
3Y annualised7.37%
5Y annualised6.18%

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 ₹1,24,3346.74%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,79,9983.54%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,11,6246.76%

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

Calendar years

Calendar 202134.24%
Calendar 2022-11.11%
Calendar 202327.71%
Calendar 202416.83%
Calendar 2025-2.30%

Rolling returns

Rolling 1Y · average354 windows since 31 Oct 201914.95%
Rolling 1Y · median11.93%
Rolling 1Y · worst window-13.66%
Rolling 1Y · best window84.61%
Rolling 1Y · windows positive71%
Rolling 3Y · average251 windows since 1 Nov 202114.83%
Rolling 3Y · median14.37%
Rolling 3Y · worst window4.71%
Rolling 3Y · best window27.48%
Rolling 3Y · windows positive100%
Rolling 5Y · average147 windows since 1 Nov 202315.07%
Rolling 5Y · median16.92%
Rolling 5Y · worst window5.75%
Rolling 5Y · best window21.81%
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)15.16%
Downside deviation (3Y)11.94%
Maximum drawdown-23.98%

Management

Fund managerMr. Shreyash Devalkar, Mr. Hitesh Das, Mr. Mayank Hyanki, Ms. Krishnaa N (for Foreign Securities)
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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