
Axis Large & Mid Cap Fund(G)-Direct Plan
+12.08%
5Y annualised
+12.08%
5Y annualised
+1.23% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹38.79
Min. SIP amount
₹100
Fund size (AUM)
17319 Cr
Expense ratio
0.6%
Launched on
22 Oct 2018
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 18 Sep 2026
₹38.79
Min. SIP amount
₹100
Fund size (AUM)
17319 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
43.07%
Mid Cap
37.56%
Small Cap
9.77%
Others
9.60%
Sector Allocation
Bank
16.32%
Automobile & Ancillaries
11.15%
Healthcare
8.94%
Finance
8.88%
Capital Goods
7.50%
It
5.27%
Retailing
4.36%
Overseas Equities
4.19%
Others
32.24%
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
Quant Large & Mid Cap Fund(G)-Direct Plan
HSBC Large & Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Helios Large & Mid Cap Fund(G)-Direct Plan
Axis Large & Mid Cap Fund(G)-Direct Plan
FAQs
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