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Axis Large & Mid Cap Fund(G)-Direct Plan

Axis Large & Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+13.69%

5Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,79,458

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank10.90%
Hdfc Bank LimitedBank4.09%
Zf Commercial Vehicle Control Systems India LimitedAutomobile & Ancillaries3.96%

Fund Composition

16718 Cr

Large Cap

42.44%

Mid Cap

38.27%

Small Cap

8.34%

Others

10.95%

Sector Allocation

16718 Cr

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

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

HD

Hitesh Das

Present

MH

Mayank Hyanki

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
M

Motilal Oswal Large & Midcap Fund(G)-Direct Plan

+24.13%
Q

Quant Large & Mid Cap Fund(G)-Direct Plan

+17.61%
H

HSBC Large & Mid Cap Fund(G)-Direct Plan

+19.80%
S

Sundaram Large and Mid Cap Fund(G)-Direct Plan

+16.95%
I

Invesco India Large & Mid Cap Fund(G)-Direct Plan

+24.50%
M

Mahindra Manulife Large & Mid Cap Fund(G)-Direct Plan

+14.61%
W

WOC Large & Mid Cap Fund(G)-Direct Plan

+0.00%
B

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

+15.79%

FAQs

Axis Large & Mid Cap Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 22 Oct 2018. This fund is managed by Shreyash Devalkar, Hitesh Das, Mayank Hyanki and Krishnaa N. It is a Equity type of fund.

The current NAV of Axis Large & Mid Cap Fund(G)-Direct Plan is ₹39.54 (as of 28 Aug 2026).

Axis Large & Mid Cap Fund(G)-Direct Plan has delivered 11.51% in 1 year, 17.30% in 3 years, and 13.69% in 5 years (annualised).

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

The expense ratio of Axis Large & Mid Cap Fund(G)-Direct Plan is 0.6%.

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