MonitorDirect · Growth
Axis Large & Mid Cap Fund
Axis Mutual FundEquity Schemes - Large & Mid Cap Fund7.9 years
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
- NAV
- 38.03
- 15 Sept 2026
- 1Y
- +7.1%
- Trailing CAGR
- AUM
- ₹16,801.64 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.6% 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+7.1%
- 3Y+15.0%
- 5Y+12.6%
- 10Yn/a
- SI+18.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.9%
- 3Y+10.9%
- 5Y+14.3%
- 10Yn/a
- Since inception
- +18.8%
- Calendar-day CAGR
- Excess 1Y
- +1.8%
- Category median, same plan and option
- 3Y win rate
- +49%
- Windows beating the median
- 3Y percentile
- 71
- Vs comparable share classes
- Worst rolling 3Y
- +11.7%
- 1212 daily-ending windows
- Median rolling 3Y
- +20.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 719 daily-ending windows
- SIP 3Y XIRR
- +10.9%
- 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
- 12 days
- 114 recovered episodes
- Longest recovery
- 347 days
- Trough to prior peak
- Current spell
- 11 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
13 Feb 2020 – 24 Aug 2020
Trough 23 Mar 2020 · recovered in 154 days
-31.9%
18 Oct 2021 – 2 Jun 2023
Trough 20 Jun 2022 · recovered in 347 days
-21.3%
24 Sept 2024 – 20 Oct 2025
Trough 7 Apr 2025 · recovered in 196 days
-17.2%
29 Oct 2025 – 27 May 2026
Trough 30 Mar 2026 · recovered in 58 days
-12.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
71
Vs category
61
Consistency
55
Risk-adjusted
71
Drawdown
20
Mean
56
Portfolio
31 Aug 2026 · 107 holdings · top 10 are 26.5%.
- Top 5
- 15.8%
- Top 10
- 26.5%
- Largest holding
- 4.6%
- Effective holdings
- 65.9
ICICI Bank Ltd
Financial
4.6%
HDFC Bank Ltd
Financial
3.2%
Divi's Laboratories Ltd
Healthcare
2.7%
Others CBLO
Unspecified
2.6%
Zomato Ltd
Technology
2.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 60% of rolling 1-year windows.
- Three-year return is above the category median.
- 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 & Mid Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- +3.5%
- 3Y
- n/a
- Vol
- 14.5%
- Max DD
- -16.0%
- Sharpe
- 0.58
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Helios Large & Mid Cap Fund
Helios Mutual Fund
- 1Y
- +3.4%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -18.0%
- Sharpe
- 0.23
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Bajaj Finserv Large & Mid Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- -0.7%
- 3Y
- n/a
- Vol
- 13.4%
- Max DD
- -16.2%
- Sharpe
- 0.31
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
JM Large & Mid Cap Fund
JM Financial Mutual Fund
- 1Y
- +2.2%
- 3Y
- n/a
- Vol
- 14.2%
- Max DD
- -15.5%
- Sharpe
- 0.03
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Canara Robeco Large and Mid Cap Fund
Canara Robeco Mutual Fund
- 1Y
- -3.9%
- 3Y
- +11.6%
- Vol
- 16.4%
- Max DD
- -36.2%
- Sharpe
- 0.83
- 3Y win
- +53%
- Higher win rate vs category
Caveat: Higher volatility · Deeper drawdown · Lower trailing returns