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
₹26.2100
-0.61%
(25 Sep)
AUM
14,711 Cr
TER
0.61%
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
+2.5%
+2.5%
+1.2%
+1.2%
-2.0%
-3.9%
3Y
+26.4%
+26.4%
+29.8%
+29.8%
+18.8%
+18.8%
5Y
+26.3%
+26.3%
+31.9%
+31.9%
+24.0%
+23.5%
ALL
+18.5%
+18.5%
+24.8%
+24.8%
+20.3%
+14.3%
VOL
19.6%
19.6%
20.2%
20.2%
15.5%
-
TER
0.6%
0.6%
0.7%
0.7%
0.6%
-
AUM
₹8,125 Cr
₹8,125 Cr
₹12,628 Cr
₹12,628 Cr
₹14,711 Cr
-
INFO
0.94
0.94
1.23
1.23
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 Aug
Top holdings
HDFC Bank Ltd
6.5%
ICICI Bank Ltd
4.5%
Reliance Industries Ltd
3.3%
Bharti Airtel Ltd
2.5%
Torrent Power Ltd
2.3%
GE Vernova T&D India Ltd
2.2%
Fortis Healthcare Ltd
2.1%
Infosys Ltd
2.1%
Bajaj Finance Ltd
2.0%
Eternal Ltd
2.0%
Top industry exposure
Financial Services
24.0%
Consumer Cyclical
15.2%
Industrials
14.1%
Technology
10.6%
Healthcare
10.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
61%
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