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Axis Large & Mid Cap Fund - Regular Plan - IDCW

Category: Equity: Large and Mid Cap Launch Date: 15-10-2018
AUM:

₹ 15,677.49 Cr

Expense Ratio

2.01%

Benchmark

NIFTY Large Midcap 250 TRI

ISIN

INF846K01J87

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 - IDCW 2.78 14.67 12.79
NIFTY LARGE MIDCAP 250 TRI 1.48 16.16 14.26
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
19.27
Last change
0.09 (0.467%)
Fund Size (AUM)
₹ 15,677.49 Cr
Performance
16.33% (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/- 4.35
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.3
STATE BANK OF INDIA EQ NEW RE. 1/- 2.78
Multi Commodity Exchange of India Ltd 2.39
Shriram Finance Limited 2.31
RELIANCE INDUSTRIES LIMITED EQ 2.3
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.1
GE T&D INDIA LIMITED EQ NEW RS. 2/- 2.06
TORRENT POWER LIMITED EQ NEW FV RS.10/- 2.0
BSE LIMITED EQ NEW FV RS. 2/- 1.95

Sector Allocation

Sector Holdings (%)
Financial Services 29.8
Capital Goods 10.09
Healthcare 8.37
Automobile and Auto Components 7.28
Consumer Services 5.89
Information Technology 5.47
Telecommunication 3.27
Chemicals 2.65
Consumer Durables 2.54
Fast Moving Consumer Goods 2.51

Peer Comparison

Scheme Name 5Y (%)
Axis Large & Mid Cap Fund Reg IDCW 12.79