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Axis Large Cap Fund - Regular Plan - Growth is an equity scheme managed by Axis Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 11.30%, with the bottom and top quartiles at 9.78% and 12.79% respectively. It has ranked in the top half of its category for 5 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.57% on assets of ₹30,726Cr. The fund is currently managed by Ms. Krishnaa N, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 98% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED | Financial Services | 8.31% |
| HDFC BANK LIMITED | Financial Services | 7.36% |
| RELIANCE INDUSTRIES LIMITED | Energy | 5.09% |
| LARSEN AND TOUBRO LIMITED | Industrials | 4.89% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.81% |
| STATE BANK OF INDIA | Financial Services | 4.26% |
| INFOSYS LIMITED | Technology | 3.80% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 3.46% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.88% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.61% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 2.58% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 2.39% |
| NTPC LIMITED | Utilities | 1.56% |
| AXIS BANK LIMITED | Financial Services | 1.38% |
| INTERGLOBE AVIATION LIMITED | Industrials | 1.37% |
| PIDILITE INDUSTRIES LIMITED | Basic Materials | 1.34% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 1.25% |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED | Industrials | 1.18% |
| TECH MAHINDRA LIMITED | Technology | 1.17% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.10% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 1.06% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.06% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 0.96% |
| TRENT LIMITED | Consumer Cyclical | 0.94% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 0.94% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 6 | 31.52% |
| Healthcare | 3 | 7.44% |
| Automobile and Auto Components | — | 6.04% |
| Information Technology | — | 5.62% |
| Consumer Services | — | 5.11% |
| Oil, Gas & Consumable Fuels | — | 5.09% |
| Construction | — | 4.89% |
| Telecommunication | — | 4.81% |
| Capital Goods | — | 3.24% |
| Consumer Durables | — | 2.91% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -11.84% | 0.41% | 8.04% | 23.97% | 62.21% | 76.0% |
| 3Y | 5.19% | 9.78% | 11.30% | 12.79% | 17.73% | 100.0% |
| 5Y | 6.43% | 8.76% | 11.66% | 14.42% | 16.84% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 47.5% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| quant Large Cap Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹3,138 Cr | 2.53% | +15.69% | — | 5★ |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | Bank of India Mutual Fund | ₹213 Cr | 2.47% | +13.69% | — | 4★ |
| Invesco India Largecap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹1,722 Cr | 2.08% | +13.55% | +11.83% | 5★ |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹1,164 Cr | 2.63% | +12.73% | — | 4★ |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹2,579 Cr | 2.00% | +12.70% | — | 4★ |
| BANDHAN Large Cap Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹2,007 Cr | 2.34% | +12.69% | +11.17% | 4★ |
| DSP Large Cap Fund - Regular Plan - Growth | DSP Mutual Fund | ₹7,192 Cr | 2.52% | +12.63% | +10.49% | 5★ |
| Taurus Large Cap Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹51 Cr | 2.43% | +11.75% | +9.88% | 4★ |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Mutual Fund | ₹2,688 Cr | 2.00% | +11.28% | +10.80% | 3★ |
| HDFC Large Cap Fund - Growth Option - Regular Plan | HDFC Mutual Fund | ₹38,121 Cr | 1.90% | +10.61% | +11.46% | 3★ |