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Axis Large Cap Fund

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Returns:
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Why Invest in Equity Funds?

Equity

Equity

Equity

Equity

Equity

Equity

Overview

Benefits

Large Cap mutual funds invest predominantly in large companies

Such companies are traded frequently and hence liquid and also less volatile as these stocks have proven track record, business models and capable enough to deliver long term consistent returns.

The Axis Large Cap Fund aims to outperform the benchmark with risk lower than the benchmark.

Asset Class benefit - Equity as an asset class holds potential to beat inflation and generate long term wealth.

Target Goals

Long-term goals such as children's education & their future, retirement or any other long term growth that needs wealth creation plan.

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Entry Load, Exit Load & Tax

If redeemed / switched-out within 12 months from the date of allotment
For 10% of investments Nil
For remaining investments 1%
If redeemed/switched - out after 12 months
From the date of allotment NIL
Tax implication

Minimum Investment

This product is suitable for investors who are seeking*

  • Capital appreciation over long term.
  • Investment in a diversified portfolio predominantly consisting of equity and equity related instruments of large cap companies.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Axis Large Cap Fund
BSE 100 TRI

Fund Manager

Mr. Jayesh Sundar
View Details
Mr. Shreyash Devalkar
View Details
Ms. Krishnaa N
View Details

Performance

Returns Calculator

SIP
Lumpsum
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Returns Over The Years

information

Performance of Axis Large Cap Fund - Direct Growth as of February 28, 2026

BSE 100 TRICurrent Value of Rs.10,000 Invested
Annualised(%)BSE 100 TRI
Benchmark(%)
Nifty 50 TRI
Additional Benchmark(%)
Annualised(₹)BSE 100 TRI
Benchmark(₹)
Nifty 50 TRI
Additional Benchmark(₹)
Since Inception
2013-01-01
14.21%13.39%12.93%57,52952,32349,594
5 Years
10.71%13.86%12.93%16,64419,15418,379
3 Years
14.29%16.12%14.64%14,93115,65915,066
1 Year
13.42%16.47%15.12%11,33811,64211,507

Performance of SIP

SIP InvestmentsTotal Amount InvestedMarket Value
(As on 2026-02-27)
Returns
(Annualised)
Benchmark Returns
(Annualised)
Additional Benchmark Returns
(Annualised)
Benchmark Market ValueAdditional Benchmark Market Value
Since Inception
01 Jan 2013
19,30,00056,62,968.6312.28%13.30%12.80%62,29,956.5659,45,696.96
5 Years
6,00,0007,43,638.888.54%11.98%11.04%8,09,925.157,91,191.81
3 Years
3,60,0004,06,445.038.08%10.05%9.28%4,18,368.634,13,671.83
1 Year
1,20,0001,21,949.253.07%5.39%4.67%1,23,413.141,22,959.96

Fund Quants

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Portfolio

information

Asset Cap Mix

Portfolio Summary

No. of stocks
10
Top 10 Stocks (%)
52.09%
Top 5 Stocks (%)
32.74%
Top 3 Stocks (%)
23.09%

Holdings

Stocks% of holdings
ICICI Bank Limited8.73
HDFC Bank Limited8.3
Reliance Industries Limited6.06
Larsen & Toubro Limited5.24
Bharti Airtel Limited4.41
State Bank of India4.22
Infosys Limited4.04
Bajaj Finance Limited3.91
Kotak Mahindra Bank Limited3.61
Mahindra & Mahindra Limited3.57

IDCW

Record DateOptionIDCW (Per Unit)NAV (Per Unit)
Individuals/HUFOthersCum IDCWEx- IDCW
2026-01-20Dividend1.971.9727.0825.11
2025-01-17Dividend1.361.3626.725.34
2024-02-08Dividend1125.1124.11

Outlook

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Frequently asked questions

Is it good to invest in Axis Large Cap Fund?

Investing in Axis Large Cap Fund is a good option as this scheme has the potential to offer risk adjusted returns over the long term. Investing in Axis Large Cap Fund may allow investors to create wealth however, investors may need to have a long term investment horizon spanning over five years to seven years at least so that this equity fund is able to perform and deliver decent returns over in the long run. Also, only investors who carry a very high risk appetite should consider investing in Axis Large Cap Fund. Investors can target their life’s long term financial goals like retirement planning, securing their child’s financial future, building a marriage corpus for their child, etc. by investing in Axis Large Cap Fund.

How to invest in Large Cap Fund?

One way to earn long term capital appreciation is by investing in Axis Large Cap Fund. Follow these simple steps to invest in Axis Large Cap Fund online:1. Log on to https://www.axismf.com website2. Hover on the ‘All Schemes’ tab and when you get a drop down click on ‘Equity’3. You will see all the equity mutual funds offered by Axis Mutual Fund4. ‘Select Axis Large Cap Fund’5. Click on ‘Start SIP’ if you want to start a SIP6. Then Select the SIP amount, Tenure, SIP date, and Growth / Regular plan and click ‘Continue’7. If you want to start investing right away, you can even click select the ‘Add Lumpsum’ feature8. You can now start investing in Axis Large Cap Fund

How does Large Cap Fund work?

Axis Large Cap Fund works pretty much like any other equity mutual fund scheme. The fund invests a majority of its investible corpus in equity and equity related instruments of companies with large market capitalization. The scheme may invest the remaining corpus in money market instruments in quantum with the scheme’s investment objective. The AMC collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum across large cap companies. In exchange, the investors receive units in accordance with the scheme’s existing Net Asset Value (NAV). The NAV of the scheme may fluctuate depending on how the scheme performs over time. Axis Large Cap Fund invests in large cap stocks that have growth potential and can offer long term earnings to investors.

What are the benefits of investing in the Axis Large Cap Fund?

Here are the primary benefits of investing in Axis Large Cap Fund:Large Cap mutual funds invest predominantly in large companiesSuch companies are traded frequently and hence liquid and also less volatile as these stocks have a proven track record, business models and are capable enough to deliver long term consistent returns.The Axis Large Cap Fund aims to outperform the benchmark with risk lower than the benchmark.Asset Class benefit - Equity as an asset class holds the potential to beat inflation and generate long term wealth.Target Goals- Long-term goals such as children's education & their future, retirement, or any other long term growth that needs a wealth creation plan

What is a Large Cap Fund?

A Large cap fund is an open ended equity scheme that predominantly invests in equity and equity related instruments of large cap companies. Also referred to as large cap fund, Large Cap funds invest a minimum of 65% of their total investible corpus in equity and equity related instruments of financially well-established companies. Large Cap funds mostly invest in stocks of companies that have a proven track record. Of its total assets, a Large Cap fund allocates a majority of its assets to companies with large market capitalization.

Who should invest in Large Cap Fund?

Large Cap funds predominantly invest in the equity market. This makes them a very high volatile investment. This mutual fund scheme may hold the potential to offer risk adjusted returns over the long term, but it doesn’t guarantee returns. Hence, investors with a very high risk appetite and a long term investment horizon may consider investing in a large Cap fund. If you are someone who wishes to invest in a diversified portfolio of largecap stocks you should consider investing in a largecap fund.

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Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Past performance may or may not be sustained in future. Please consult your financial advisor before investing.