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FAQ : Axis Large & Mid Cap Fund - Growth - Direct Plan

Axis Large & Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 6.93 22.91 24.31 N/A
Average Rolling Returns(%) 24.95 20.89 22.36 N/A

The Current NAV of Axis Large & Mid Cap Fund - Growth - Direct Plan is ₹36.02.

You can consider SIP in Axis Large & Mid Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

Axis Large & Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.60%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Large & Mid Cap Fund - Growth - Direct Plan is currently ₹14,954 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 30% of fund’s portfolio respectively.

Top three sectors of Axis Large & Mid Cap Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Others accounting for 45% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Large & Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.

Shreyash Devalkar and Hitesh Das manage the Axis Large & Mid Cap Fund - Growth - Direct Plan Fund.

Axis Large & Mid Cap Fund - Growth - Direct Plan current PE ratio is 56.14 and PB ratio is 9.99

The asset allocation of Axis Large & Mid Cap Fund - Growth - Direct Plan is Stocks : 95.33%, Debt : 0.75% and Gold : 3.88%

The minimum SIP amount for Axis Large & Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Axis Large & Mid Cap Fund - Growth - Direct Plan is Nil for 10% of investments and 1% for remaining investments on or before 12 months, Nil after 12 months

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