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Fund Overview of Axis Large & Mid Cap Fund Regular-idcw
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₹15,878.5 CrAUM
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₹19.70NAV
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1.85%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Large & Mid Cap Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.86% | NA | 2.80% |
| 6 Months | 2.27% | NA | 12.07% |
| 1 Year | 5.01% | 5.01% | -3.06% |
| 2 Years | 9.79% | 4.78% | 20.08% |
| 3 Years | 49.77% | 14.41% | 19.56% |
| 5 Years | 86.92% | 13.33% | 23.46% |
| 7 Years | 208.99% | 17.49% | NA |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Axis Large & Mid Cap Fund Regular-idcw with other mutual funds in the same category
Axis Large & Mid Cap Fund Regular-idcw
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
98.59%debt instruments
2.23%Axis Large & Mid Cap Fund Regular-idcw is one Equity mutual fund offered by Axis Mutual Fund. Launched on 22 Oct 2018, the fund aims 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. It manages assets worth ₹15,878.5 crore as on Sun May 31, 2026. The expense ratio stands at 1.85%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Large & Mid Cap Fund Regular-idcw
The portfolio allocation consists of 98.59% in equities, 2.23% in debt instruments.Managed by Hitesh Das, it has delivered a return of 5.01% in the last year, a total return since inception of 17.23%.
The latest dividend was declared on 21 Jan 2026 at 14.80% of face value.
When evaluating wealth creation strategies individuals often consider best sip plans depending on investment horizon.
Key Metrics of Axis Large & Mid Cap Fund Regular-idcw
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Standard Deviation14.21%
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Sharpe Ratio0.68%
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Alpha3.11%
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Beta0.90%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-growth  |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Large & Mid Cap Fund Regular-growth
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₹15,879 | 3.11% | 9.86% | 2.27% | 5.01% | 14.41% |
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Axis Large & Mid Cap Fund Direct-growth
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₹15,879 | 3.19% | 10.14% | 2.82% | 6.16% | 15.70% |
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Axis Large & Mid Cap Fund Direct-idcw
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₹15,879 | 3.19% | 10.14% | 2.82% | 6.16% | 15.70% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 4.24% | ₹673.90 Cr |
| Hdfc Bank Ltd | Financial | 3.67% | ₹583.53 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.37% | ₹376.26 Cr |
| Ge T&d India Ltd | Industrials | 2.33% | ₹370.18 Cr |
| Bse Ltd | Financial | 2.18% | ₹346.72 Cr |
| Larsen & Toubro Ltd | Industrials | 2.09% | ₹332.08 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.08% | ₹330.48 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.90% | ₹300.94 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.86% | ₹295.82 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.85% | ₹293.33 Cr |
| Apar Industries Ltd | Diversified | 1.82% | ₹288.46 Cr |
| The Federal Bank Ltd | Financial | 1.81% | ₹287.98 Cr |
| Others Cblo | Unspecified | 1.80% | ₹285.05 Cr |
| Bharti Airtel Ltd | Technology | 1.78% | ₹282.28 Cr |
| Axis Bank Ltd | Financial | 1.66% | ₹263.36 Cr |
| Zomato Ltd | Technology | 1.66% | ₹263.01 Cr |
| Divi's Laboratories Ltd | Healthcare | 1.60% | ₹253.59 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.54% | ₹244.87 Cr |
| Indus Towers Ltd | Technology | 1.49% | ₹235.89 Cr |
| Taiwan Semiconductor Manufacturing Co Ltd. (taiwan) Ads/adr (tsm) | Technology | 1.46% | ₹231.86 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Large & Mid Cap Fund Regular-idcw
What is the current AUM of Axis Large & Mid Cap Fund Regular-idcw?
As of Sun May 31, 2026, Axis Large & Mid Cap Fund Regular-idcw manages assets worth ₹15,878.5 crore
How has Axis Large & Mid Cap Fund Regular-idcw performed recently?
- 3 Months: 9.86%
- 6 Months: 2.27%
What is the long-term performance of Axis Large & Mid Cap Fund Regular-idcw?
- 3 Years CAGR: 14.41%
- 5 Years CAGR: 13.33%
- Since Inception: 17.23%
What is the portfolio composition of Axis Large & Mid Cap Fund Regular-idcw?
Equity: 98.59%, Debt: 2.23%, Others: -0.82%.
Who manages Axis Large & Mid Cap Fund Regular-idcw?
Axis Large & Mid Cap Fund Regular-idcw is managed by Hitesh Das from Axis Mutual Fund.
When was the last dividend declared by Axis Large & Mid Cap Fund Regular-idcw?
Latest dividend was declared on 21 Jan 2026 at 14.80% of face value.
What is the market-cap allocation of Axis Large & Mid Cap Fund Regular-idcw?
Large Cap: 51.31%, Mid Cap: 37.90%, Small Cap: 10.79%.
Which are the top companies Axis Large & Mid Cap Fund Regular-idcw has invested in?
- ICICI Bank Ltd – 4.24% of the fund's portfolio
- HDFC Bank Ltd – 3.67% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 2.37% of the fund's portfolio
- GE T&D India Ltd – 2.33% of the fund's portfolio
- BSE Ltd – 2.18% of the fund's portfolio
Which are the major sectors Axis Large & Mid Cap Fund Regular-idcw focuses on?
- Financial – 17.81% of the fund's portfolio
- Technology – 6.38% of the fund's portfolio
- Industrials – 6.32% of the fund's portfolio
- Consumer Discretionary – 3.39% of the fund's portfolio
- Energy & Utilities – 2.08% of the fund's portfolio
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