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Axis Large Cap Fund(G)-Direct Plan

Axis Large Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+7.27%

5Y annualised

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NAV : 27 Aug 2026

₹70.63

Min. SIP amount

₹100

Fund size (AUM)

31631 Cr

Expense ratio

0.7%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,43,167

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank36.50%
Icici Bank LimitedBank5.00%
Hdfc Bank LimitedBank4.89%

Fund Composition

31631 Cr

Large Cap

94.20%

Mid Cap

1.04%

Others

3.67%

Sector Allocation

31631 Cr

Bank

55.47%

Automobile & Ancillaries

4.67%

Healthcare

4.51%

Finance

4.12%

It

3.79%

Retailing

3.39%

Crude Oil

3.30%

Telecom

2.90%

Others

17.11%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SD

Shreyash Devalkar

Present

JS

Jayesh Sundar

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant Large Cap Fund(G)-Direct Plan

+16.13%
T

Taurus Large Cap Fund(G)-Direct Plan

+15.09%
B

Bank of India Large Cap Fund(G)-Direct Plan

+14.99%
I

Invesco India Largecap Fund(G)-Direct Plan

+15.98%
B

Bajaj Finserv Large Cap Fund(G)-Direct Plan

+0.00%
T

Tata Large Cap Fund(G)-Direct Plan

+12.42%
J

JM Large Cap Fund(G)-Direct Plan

+13.48%
B

Bandhan Large Cap Fund(G)-Direct Plan

+14.66%

FAQs

Axis Large Cap Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 01 Jan 2013. This fund is managed by Shreyash Devalkar, Jayesh Sundar and Krishnaa N. It is a Equity type of fund.

The current NAV of Axis Large Cap Fund(G)-Direct Plan is ₹70.63 (as of 27 Aug 2026).

Axis Large Cap Fund(G)-Direct Plan has delivered 1.61% in 1 year, 11.12% in 3 years, and 7.27% in 5 years (annualised).

The minimum SIP amount for Axis Large Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Large Cap Fund(G)-Direct Plan is 0.7%.

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