
Axis Large & Mid Cap Fund(G)-Direct Plan
+13.69%
5Y annualised
+13.69%
5Y annualised
+0.08% 1D
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Buy, Hold or Sell?
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NAV : 28 Aug 2026
₹39.54
Min. SIP amount
₹100
Fund size (AUM)
16718 Cr
Expense ratio
0.6%
Launched on
22 Oct 2018
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 28 Aug 2026
₹39.54
Min. SIP amount
₹100
Fund size (AUM)
16718 Cr
Expense ratio
0.6%
Launched on
22 Oct 2018
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
42.44%
Mid Cap
38.27%
Small Cap
8.34%
Others
10.95%
Sector Allocation
Bank
25.62%
Automobile & Ancillaries
11.16%
Finance
9.60%
Healthcare
7.05%
Capital Goods
5.64%
It
4.78%
Retailing
3.90%
Overseas Equities
3.87%
Others
25.44%
Minimum investments
Returns vs rankings
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
Shreyash Devalkar
Present
Hitesh Das
Present
Mayank Hyanki
Present
Krishnaa N
Present
Similar/Peer Fund Comparison
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Invesco India Large & Mid Cap Fund(G)-Direct Plan
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Bank of India Large & Mid Cap Fund(G)-Direct Plan
FAQs
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