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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 202635.05
CategoryLarge & Mid Cap
PlanRegular · Growth
Launched1 Oct 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Large Midcap 250 TRI
Expense ratiodirect plan, a year1.88%
AUM₹12,364 Cr
Growth of ₹10,000₹17,3092 Sep 2021 to 2 Sep 2026
₹17,580₹15,302₹13,024₹10,746₹8,469Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,309 (+11.6% a year) Axis Large & Mid Cap Fund

Performance (trailing, annualised)

1Y annualised8.15%
3Y annualised14.79%
5Y annualised11.60%

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 ₹1,27,49311.73%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,19,86510.24%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,36,22513.24%

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

Calendar years

Calendar 202144.56%
Calendar 2022-8.89%
Calendar 202330.95%
Calendar 202425.52%
Calendar 20254.12%

Rolling returns

Rolling 1Y · average354 windows since 31 Oct 201919.84%
Rolling 1Y · median14.71%
Rolling 1Y · worst window-15.11%
Rolling 1Y · best window81.57%
Rolling 1Y · windows positive83%
Rolling 3Y · average251 windows since 1 Nov 202119.76%
Rolling 3Y · median19.40%
Rolling 3Y · worst window10.37%
Rolling 3Y · best window29.18%
Rolling 3Y · windows positive100%
Rolling 5Y · average147 windows since 1 Nov 202320.09%
Rolling 5Y · median21.09%
Rolling 5Y · worst window12.05%
Rolling 5Y · best window28.18%
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)13.33%
Downside deviation (3Y)9.52%
Maximum drawdown-17.67%

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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