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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Large & Mid Cap Fund - Regular Plan
|
Very High
|
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1.69 |
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|
Very High
|
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1.57 |
||||
|
Very High
|
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1.64 |
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|
Very High
|
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1.64 |
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|
Very High
|
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1.69 |
₹13,973 Cr
1.00 (365)
100
--
100
6
About Axis Large & Mid Cap Fund - Regular Plan
Axis Large & Mid Cap Fund - Regular Plan is a equity mutual fund scheme of Axis Mutual Fund. Launched on October 22, 2018, it is currently managed by Shreyash Devalkar and Hitesh Das. The fund has an expense ratio of 1.69% with an overall AUM (Assets Under Management) of ₹13,973 Cr.
Axis Growth Opportunities Fund - Regular Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
Suitability
Large & MidCap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Large & Mid Cap Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Large & Mid Cap Fund - Regular Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Large & Mid Cap Fund - Regular Plan, is ₹30.5600 as of 09-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
4.85
|
|
|
4.63
|
|
|
2.69
|
|
|
2.68
|
|
|
2.24
|
Over the past five years, Axis Large & Mid Cap Fund - Regular Plan has delivered an annualised return of 13.41% as of 09-Apr-2026.
The minimum investment required to start investing in Axis Large & Mid Cap Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.