Axis Large Cap Fund
Direct · Growth ₹69.56
21 Jul 2026
NAV
14.2%
3Y CAGR
14.7%
5Y CAGR
14.1%
10Y CAGR
14.4%
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.
7.29
Sharpe
-30.1%
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 | ₹12.70 L | 16.0% | -40.9% | 76.3% |
| 3 Years | ₹36.00 L | ₹43.67 L | 13.8% | -6.8% | 32.8% |
| 5 Years | ₹60.00 L | ₹84.23 L | 14.3% | 2.3% | 24.9% |
| 7 Years | ₹84.00 L | ₹1.37 Cr | 14.3% | 6.1% | 21.1% |
| 10 Years | ₹1.20 Cr | ₹2.45 Cr | 13.8% | 10.3% | 16.9% |
| 12 Years | ₹1.44 Cr | ₹3.43 Cr | 13.4% | 10.8% | 15.5% |
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 | 16.0% | 14.5% | 14.2% | +1.5% |
| 3 Years | 13.8% | 11.2% | 14.4% | +2.6% |
| 5 Years | 14.3% | 10.4% | 14.1% | +3.8% |
| 7 Years | 14.3% | 10.6% | 14.1% | +3.7% |
| 10 Years | 13.8% | 11.5% | 14.4% | +2.3% |
| 12 Years | 13.4% | 11.4% | 14.2% | +2.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.5% | 13.0% | -15.3% | 68.3% | 0.57 | 1.83 | 84% | — | — |
| 3 Years | 14.2% | 13.7% | 5.7% | 26.7% | 2.12 | 485.73 | 100% | — | — |
| 5 Years | 14.7% | 14.8% | 5.0% | 22.5% | 2.52 | 195.02 | 100% | — | — |
| 10 Years | 14.1% | 14.2% | 11.5% | 16.3% | 7.29 | — | 100% | — | — |
-30.1%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.47
3Y
0.49
5Y
0.48
7Y
0.47
10Y
0.48
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.11 | 0.98 | 99.0% | 94.7% | 0.2% | -3.1% |
| 3 Years | +2.36 | 0.93 | 94.9% | 91.7% | 9.6% | 7.3% |
| 5 Years | -0.47 | 0.93 | 92.1% | 92.1% | 8.4% | 9.1% |
| 7 Years | +1.35 | 0.86 | 89.8% | 88.0% | 11.8% | 11.1% |
| 10 Years | +2.44 | 0.87 | 89.7% | 86.4% | 12.9% | 11.1% |
| 12 Years | +2.58 | 0.88 | 90.7% | 87.2% | 12.3% | 10.1% |
| 15 Years | +2.88 | 0.87 | 90.7% | 86.6% | 12.2% | 9.8% |
45
Total Holdings
47.7%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 9.06% |
| 2 | HDFC Bank Limited | 7.22% |
| 3 | Larsen & Toubro Limited | 5.04% |
| 4 | Reliance Industries Limited | 4.78% |
| 5 | Bharti Airtel Limited | 4.74% |
| 6 | Bajaj Finance Limited | 3.77% |
| 7 | Mahindra & Mahindra Limited | 3.53% |
| 8 | Axis Bank Limited | 3.41% |
| 9 | Infosys Limited | 3.12% |
| 10 | Kotak Mahindra Bank Limited | 3.06% |