Axis Large and Mid Cap Fund
Direct · Growth ₹39.24
03 Aug 2026
NAV
21.5%
3Y CAGR
22.0%
5Y CAGR
20.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.20
Sharpe
-31.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.95 L | 22.2% | -42.4% | 83.8% |
| 3 Years | ₹36.00 L | ₹47.30 L | 21.4% | 4.1% | 45.2% |
| 5 Years | ₹60.00 L | ₹97.38 L | 20.5% | 10.0% | 29.4% |
| 7 Years | ₹84.00 L | ₹1.61 Cr | 18.6% | 14.8% | 21.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.2% | 14.5% | 16.5% | +7.8% |
| 3 Years | 21.4% | 11.2% | 17.8% | +10.2% |
| 5 Years | 20.5% | 10.4% | 17.3% | +10.1% |
| 7 Years | 18.6% | 10.6% | 16.6% | +8.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.7% | 16.8% | -17.2% | 89.2% | 0.70 | 3.33 | 86% | — | — |
| 3 Years | 21.5% | 21.0% | 11.7% | 31.6% | 3.60 | — | 100% | — | — |
| 5 Years | 22.0% | 22.9% | 13.5% | 29.9% | 4.20 | — | 100% | — | — |
-31.9%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-4.2%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
0.67
3Y
0.69
5Y
0.61
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.19 | 0.96 | 99.5% | 87.2% | 8.0% | -1.6% |
| 3 Years | +9.33 | 0.88 | 94.7% | 82.2% | 16.5% | 7.3% |
| 5 Years | +5.01 | 0.84 | 85.6% | 77.9% | 13.6% | 8.9% |
| 7 Years | +9.12 | 0.73 | 80.0% | 69.6% | 19.5% | 11.9% |
| 10 Years | +6.12 | 0.72 | 78.2% | 68.2% | 14.4% | 9.1% |
| 12 Years | +4.70 | 0.72 | 78.2% | 68.2% | 11.9% | 7.5% |
| 15 Years | +3.31 | 0.72 | 78.2% | 68.2% | 9.4% | 6.0% |
83
Total Holdings
24.6%
Top 10 Weight
30
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 4.24% |
| 2 | HDFC Bank Limited | 3.67% |
| 3 | Shriram Finance Limited | 2.37% |
| 4 | GE Vernova T&D India Limited | 2.33% |
| 5 | BSE Limited | 2.18% |
| 6 | Larsen & Toubro Limited | 2.09% |
| 7 | Reliance Industries Limited | 2.08% |
| 8 | Bharat Heavy Electricals Limited | 1.90% |
| 9 | Multi Commodity Exchange of India Limited | 1.86% |
| 10 | Sona BLW Precision Forgings Limited | 1.85% |