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
₹25.6300
+0.67%
(5 Jun)
AUM
13,755 Cr
TER
0.59%
Risk
Very High Risk
Rating
Insights
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
+29.0%
+29.0%
+25.2%
+25.2%
+13.7%
+11.6%
3Y
+32.4%
+32.4%
+27.6%
+27.6%
+20.6%
+21.7%
5Y
+32.3%
+32.3%
+27.2%
+27.2%
+25.5%
+25.5%
ALL
+25.3%
+25.3%
+18.4%
+18.4%
+20.7%
+15.5%
VOL
20.5%
20.5%
19.8%
19.8%
15.8%
-
TER
0.7%
0.7%
0.7%
0.7%
0.6%
-
AUM
₹10,840 Cr
₹10,840 Cr
₹6,765 Cr
₹6,765 Cr
₹13,755 Cr
-
INFO
1.23
1.23
0.93
0.93
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 30th Apr
Top holdings
HDFC Bank Ltd
8.0%
ICICI Bank Ltd
5.2%
Torrent Power Ltd
3.8%
Reliance Industries Ltd
3.8%
Clearing Corporation Of India Ltd
3.7%
Bharti Airtel Ltd
2.9%
Bajaj Finance Ltd
2.1%
Nifty May 2025 Future
2.1%
BSE Ltd
1.8%
Indian Hotels Co Ltd
1.8%
Top industry exposure
Financial Services
28.4%
Consumer Cyclical
11.4%
Industrials
10.3%
Healthcare
9.2%
Technology
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
64%
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