MonitorDirect · Growth
Axis Large Cap Fund
Axis Mutual FundEquity Schemes - Large Cap Fund13.7 years
The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.
- NAV
- 67.58
- 15 Sept 2026
- 1Y
- -4.0%
- Trailing CAGR
- AUM
- ₹31,375.66 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.0%
- 3Y+7.9%
- 5Y+5.3%
- 10Y+12.2%
- SI+13.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.6%
- 3Y+2.4%
- 5Y+6.2%
- 10Y+10.8%
- Since inception
- +13.3%
- Calendar-day CAGR
- Excess 1Y
- -2.8%
- Category median, same plan and option
- 3Y win rate
- +44%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +5.7%
- 2645 daily-ending windows
- Median rolling 3Y
- +13.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2152 daily-ending windows
- SIP 3Y XIRR
- +2.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 164 recovered episodes
- Longest recovery
- 532 days
- Trough to prior peak
- Current spell
- 719 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
12 Feb 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-30.1%
14 Oct 2021 – 1 Dec 2023
Trough 17 Jun 2022 · recovered in 532 days
-21.6%
27 Jan 2015 – 25 Jul 2016
Trough 11 Feb 2016 · recovered in 165 days
-17.6%
28 Aug 2018 – 20 May 2019
Trough 23 Oct 2018 · recovered in 209 days
-15.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
32
Consistency
41
Risk-adjusted
54
Drawdown
25
Mean
30
Portfolio
31 Aug 2026 · 49 holdings · top 10 are 48.4%.
- Top 5
- 31.3%
- Top 10
- 48.4%
- Largest holding
- 9.5%
- Effective holdings
- 26.9
ICICI Bank Ltd
Financial
9.5%
HDFC Bank Ltd
Financial
8.0%
Bharti Airtel Ltd
Technology
4.9%
Bajaj Finance Ltd
Financial
4.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
4.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- -1.6%
- 3Y
- +12.0%
- Vol
- 12.6%
- Max DD
- -15.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
JM Large Cap Fund
JM Financial Mutual Fund
- 1Y
- +0.6%
- 3Y
- +10.3%
- Vol
- 13.5%
- Max DD
- -19.8%
- Sharpe
- 0.55
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Canara Robeco Large Cap Fund
Canara Robeco Mutual Fund
- 1Y
- -3.2%
- 3Y
- +9.8%
- Vol
- 15.2%
- Max DD
- -32.6%
- Sharpe
- 0.60
- 3Y win
- +60%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Invesco India Large Cap Fund
Invesco Mutual Fund
- 1Y
- +1.1%
- 3Y
- +12.7%
- Vol
- 15.6%
- Max DD
- -36.9%
- Sharpe
- 0.64
- 3Y win
- +73%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mahindra Manulife Large Cap Fund
Mahindra Manulife Mutual Fund
- 1Y
- -4.7%
- 3Y
- +8.2%
- Vol
- 16.4%
- Max DD
- -35.3%
- Sharpe
- 0.51
- 3Y win
- +72%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown