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
₹25.6400
-0.19%
(12 Aug)
AUM
14,805 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
+13.0%
+13.0%
+8.6%
+8.6%
+2.8%
+0.1%
3Y
+26.0%
+26.0%
+28.3%
+28.3%
+17.1%
+18.0%
5Y
+25.6%
+25.6%
+29.5%
+29.5%
+22.9%
+22.7%
ALL
+18.5%
+18.5%
+24.2%
+24.2%
+20.2%
+14.4%
VOL
19.7%
19.7%
20.3%
20.3%
15.6%
-
TER
0.7%
0.7%
0.6%
0.6%
0.6%
-
AUM
₹8,007 Cr
₹8,007 Cr
₹12,428 Cr
₹12,428 Cr
₹14,805 Cr
-
INFO
0.94
0.94
1.19
1.19
1.29
-
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 Jul
Top holdings
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
4.8%
Reliance Industries Ltd
3.4%
Torrent Power Ltd
2.7%
Bharti Airtel Ltd
2.5%
GE Vernova T&D India Ltd
2.2%
Infosys Ltd
2.1%
Bajaj Finance Ltd
2.1%
Eternal Ltd
1.9%
Fortis Healthcare Ltd
1.8%
Top industry exposure
Financial Services
24.7%
Industrials
15.3%
Consumer Cyclical
12.8%
Technology
10.4%
Healthcare
10.3%
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