Sharpe ratio
0.83Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+7.62%1Y Absolute Return
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Large & Mid Cap Fund - Direct Plan - GrowthFund 5Y annualised return | ₹9,79,770 | ₹7,32,612 | ₹2,47,158 | +11.81% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.19
₹1 Lakh since launch₹1.19 Lakh
Fund age8.0 yrs
Fund information
Scheme code145110
ISININF846K01J46
BenchmarkNIFTY Large Midcap 250 TRI
CategoryEquity Scheme - Large & Mid Cap Fund
Expense ratio0.91%
Exit loadNil
Minimum SIP₹100 SIP
Return comparison
21st / 142 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +112.26% | — | — |
| 3M | +4.55% | — | — |
| 6M | +19.98% | — | — |
| 1Y | +7.62% | — | +1.73% |
| 3Y | +15.96% | — | +11.84% |
| 5Y | +11.81% | — | +9.46% |
| Since Launch | +18.72% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
1.14Return earned while limiting downside risk.
Good
Good downside protection with strong returns.
Standard deviation
14.24%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.59How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio101%
Equity98.42%
Debt2.38%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 103 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 4.604% |
| HDFC Bank Ltd | Financial | Equity | 4.3302% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.5138% |
| Zomato Ltd | Technology | Equity | 2.21% |
| BSE Ltd | Financial | Equity | 2.1976% |
| GE T&D India Ltd | Industrials | Equity | 2.1584% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.0495% |
| Apar Industries Ltd | Diversified | Equity | 1.9981% |
| The Federal Bank Ltd | Financial | Equity | 1.9973% |
| Axis Bank Ltd | Financial | Equity | 1.9658% |
Fund management
HI
Hitesh Das
Since 2023 · Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Mr. Das is a PGDM, M.Tech, B.Tech
SH
Shreyash Devalkar
Since 2023 · Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
KR
Krishnaa Narayan
Since 2024 · Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
She is a Chartered Accountant
MA
Mayank Hyanki
Since 2026 · Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
Mr. Hyanki has done B.Tech and PGDM, Finance
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - large & mid cap fund. Ahead of its category average over 3Y by 4.1 points.
Strengths
- Ahead of its category average over 3Y by 4.1 points.
- Recovered from its worst fall in 5 months.
- Well spread out — top 10 holdings are only 26% of the portfolio.
- Ranks 21 of 142 in its category over 1 year.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 14.2% volatility.
Risk drivers
- None