Why Invest in Equity Funds?
Overview
Benefits
Exposure to large and mid cap domestic market space while adding select global stocks
Domestic quality portfolio with global diversification can reduce volatility and drawdowns
Opportunity to invest in world class companies and themes, which are not available in India
The fund aims to provide Axis's domestic research & investing capabilities Schroders' global expertise
Ideal wealth creation strategy over 5 years or longer
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.
Entry Load, Exit Load & Tax
| If redeemed / switched-out on or before 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 |
| For more details on Load Structure, please refer paragraph “Load Structure” | |
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 both in India as well as overseas
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Large & Mid Cap Fund - Direct Growth as of February 28, 2026
| NIFTY Large Midcap 250 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | NIFTY Large Midcap 250 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | NIFTY Large Midcap 250 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2018-10-22 | 19.34% | 17.64% | 14.33% | 36,720 | 33,036 | 26,784 |
| 5 Years | 17.40% | 17.07% | 12.93% | 22,322 | 22,009 | 18,379 |
| 3 Years | 21.64% | 20.59% | 14.64% | 18,000 | 17,536 | 15,066 |
| 1 Year | 18.70% | 20.18% | 15.12% | 11,864 | 12,012 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 22 Oct 2018 | 8,90,000 | 16,99,918.33 | 17.10% | 17.92% | 13.68% | 17,53,777.44 | 14,93,073.56 |
| 5 Years | 6,00,000 | 8,46,321.25 | 13.76% | 14.92% | 11.04% | 8,70,688.07 | 7,91,191.81 |
| 3 Years | 3,60,000 | 4,33,022.34 | 12.43% | 12.39% | 9.28% | 4,32,792.07 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,24,854.41 | 7.70% | 7.81% | 4.67% | 1,24,925.58 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| HDFC Bank Limited | 5.46 |
| ICICI Bank Limited | 4.75 |
| State Bank of India | 2.95 |
| Reliance Industries Limited | 2.51 |
| Torrent Power Limited | 2.42 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2026-01-20 | Dividend | 1.88 | 1.88 | 25.7 | 23.82 |
| 2025-01-17 | Dividend | 1.9 | 1.9 | 26.51 | 24.61 |
| 2024-03-20 | Dividend | 1.99 | 1.99 | 24.9 | 22.91 |
Outlook
Similar Funds
Documents
Presentation
Leaflet
SID
KIM
Frequently asked questions
Domestic allocation: ~75–85%, focused on large- and mid-cap companies Global allocation: ~15–25%, providing access to international markets and sectors not available in India Portfolio built through bottom-up, high-conviction stock selectionThe above framework is broadly indicative and the fund manager may change the framework depending on the market conditions.
Yes. SIPs allow investors to build exposure gradually, benefit from rupee-cost averaging, and participate in both domestic and international opportunities.
A minimum of 5 years is recommended to capture long-term growth across India and global markets.
Market volatility and sectoral cycles Higher risk-return potential in mid-caps Currency and international market risks from global allocationMitigation: Diversification and disciplined stock selection.
Investors who:Want a mix of large-cap stability and mid-cap growth Seek diversification across domestic and international equities Have a long-term horizon (5+ years) Are comfortable with equity and currency market risks
Global economy is shifting toward geopolitics and domestic growth India remains resilient with strong capex and consumption Global allocation helps manage volatility and supports diversification Despite rich valuations, select large- and mid-cap opportunities remain attractive,
Exposure to global themes and companies not available in India Investment in innovation-driven sectors Diversification that enhances portfolio resilience.
Domestic stocks are selected based on:Innovative and entrepreneurial companies Market leaders in emerging and high-growth industries Stocks where current price doesn’t reflect future potential ESG factors: financial, environmental, social, and governanceGlobal allocation (advised by Schroders Investment Management):Access to developed and emerging markets like the US, UK, Europe, Japan, and Asia High-conviction global equity strategyThe above framework is broadly indicative and the fund manager may change the framework depending on the market conditions.
Balanced exposure to India’s growth via large and mid-cap stocks Access to global themes and innovative companies Diversification benefits to withstand event shocks Professional management combining local expertise and global insights
The scheme was earlier called Axis Growth Opportunities Fund. It was renamed Axis Large & Midcap Fund effective June 2025, while retaining its core investment strategy.
Axis Large & Midcap Fund is an open-ended equity scheme investing in both large- and mid-cap companies, along with a global allocation. It aims to deliver long-term capital appreciation through a diversified, high-conviction portfolio of domestic and international equities.
Vs. Large-Cap Funds: Offers higher growth potential via mid-cap inclusion Vs. Mid-Cap Funds: Provides stability from large-cap allocation Vs. Flexi-Cap Funds: Maintains a defined structure with dedicated large and mid-cap exposure Vs. Value Funds: Focuses on growth and global diversification, not just valuationsMutual fund investments are subject to market risks, read all scheme related documents carefully.
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