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
₹22.3800
-0.13%
(2 Apr)
AUM
15,559 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below 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
+5.2%
+5.2%
+2.1%
+1.4%
+1.4%
-0.2%
3Y
+22.6%
+22.6%
+17.8%
+21.4%
+21.4%
+15.8%
5Y
+18.8%
+18.8%
+14.3%
+16.1%
+16.1%
+13.7%
ALL
+20.1%
+20.1%
+17.3%
+16.4%
+16.4%
+11.7%
VOL
20.3%
20.3%
15.7%
19.6%
19.6%
-
TER
0.8%
0.8%
0.6%
0.6%
0.6%
-
AUM
₹15,017 Cr
₹15,017 Cr
₹15,559 Cr
₹9,392 Cr
₹9,392 Cr
-
INFO
0.99
0.99
1.10
0.84
0.84
-
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 28th Feb
Top holdings
HDFC Bank Ltd
5.5%
ICICI Bank Ltd
4.8%
Clearing Corporation Of India Ltd
3.7%
State Bank of India
3.0%
Reliance Industries Ltd
2.5%
Torrent Power Ltd
2.4%
Shriram Finance Ltd
2.1%
Larsen & Toubro Ltd
2.1%
Bharti Airtel Ltd
1.9%
The Federal Bank Ltd
1.9%
Top industry exposure
Financial Services
31.2%
Consumer Cyclical
13.6%
Industrials
13.0%
Healthcare
9.8%
Technology
7.7%
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