Axis Large & Mid Cap Fund - Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 10-10-2018
AUM:
16,681.65 Cr
Expense Ratio
1.92%
Benchmark
Nifty Large Midcap 250 TRI
ISIN
INF846K01J79
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 9.37 | 16.3 | 12.89 |
| NIFTY LARGE MIDCAP 250 TRI | 7.14 | 15.01 | 14.25 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
35.38
Last change
-0.06 (-0.1696%)
Fund Size (AUM)
₹ 16,681.65 Cr
Performance
17.56% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Shreyash Devalkar, Mr. Hitesh Das, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.6 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.33 |
| Shriram Finance Limited | 2.51 |
| ZOMATO LIMITED EQ | 2.21 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.2 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.16 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.05 |
| APAR INDUSTRIES LIMITED EQ | 2.0 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.0 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 1.97 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.3 |
| Capital Goods | 12.51 |
| Automobile and Auto Components | 9.52 |
| Healthcare | 7.61 |
| Consumer Services | 5.4 |
| Chemicals | 3.24 |
| Information Technology | 3.1 |
| Telecommunication | 3.01 |
| Fast Moving Consumer Goods | 2.88 |
| Consumer Durables | 2.5 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Large & Mid Cap Fund Reg Gr | 12.89 |
| HSBC Large And Mid Cap Gr | 14.85 |
| Sundaram Large And Midcap Gr | 13.0 |
| Quant Large & Midcap Gr | 15.76 |
| Motilal Oswal Large And Midcap Reg Gr | 18.22 |
| Bank Of India Large & Mid Cap Fund Eco Plan Gr | 12.73 |
| Invesco India Large And Mid Cap Gr | 17.25 |
| Bank Of India Large & Mid Cap Fund Reg Plan Gr | 12.05 |
| ABSL Large & Mid Cap Fund Reg Gr | 9.1 |
| Union Large & Midcap Reg Gr | 12.34 |