Axis Large & Mid Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹26.6600
-0.93%
(21 Nov)
AUM
15,453 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.9%
+14.9%
+9.8%
+9.8%
+8.5%
+8.1%
3Y
+26.0%
+26.0%
+28.3%
+28.3%
+20.7%
+19.1%
5Y
+23.6%
+23.6%
+27.0%
+27.0%
+20.6%
+21.0%
ALL
+18.4%
+18.4%
+24.2%
+24.2%
+20.1%
+14.2%
VOL
19.5%
19.5%
20.0%
20.0%
15.4%
-
TER
0.6%
0.6%
0.7%
0.7%
0.6%
-
AUM
₹9,034 Cr
₹9,034 Cr
₹14,870 Cr
₹14,870 Cr
₹15,453 Cr
-
INFO
0.94
0.94
1.21
1.21
1.31
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Large & Mid Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
6.4%
ICICI Bank Ltd
4.4%
Reliance Industries Ltd
3.6%
Bharti Airtel Ltd
2.4%
GE Vernova T&D India Ltd
2.3%
Bajaj Finance Ltd
2.3%
Fortis Healthcare Ltd
2.3%
Torrent Power Ltd
2.1%
Eternal Ltd
2.1%
The Federal Bank Ltd
1.8%
Top industry exposure
Financial Services
27.7%
Consumer Cyclical
15.7%
Industrials
13.4%
Technology
10.4%
Healthcare
9.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
57%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Shreyash Devalkar
Hitesh Das
Krishnaa N

FAQs