Axis Large Cap Fund Direct Plan Growth
Very High Risk
Equity
3 Star
₹69.25
0.95%1D Change
15.01%p.a.
Very High Risk
Equity
3 Star
₹69.25
0.95%1D Change
15.01%p.a.
Axis Large Cap Fund Direct Plan Growth
₹69.25
0.95%1D
15.01%p.a.
Returns calculator
Investment Type
Fund overview
- Rating3 Star
- Expense ratio0.69%
- Exit Load1% within 365 days
- AUM (Fund size)₹33,218.1 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹100 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| Clearing Corporation Of India Ltd | 9.18% |
| HDFC Bank Ltd | 9.08% |
| ICICI Bank Ltd | 8.81% |
| Net Receivables / (Payables) | 5.75% |
| Bharti Airtel Ltd | 5.53% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Canara Robeco Bluechip Eq... | ₹ 16,028 Cr | ₹72.67 | 1.00% | Very High |
| DSP Top 100 Equity Fund D... | ₹ 3,016 Cr | ₹361.83 | 0.96% | Very High |
| Mirae Asset Large Cap Fun... | ₹ 38,892 Cr | ₹126.25 | 0.98% | Very High |
| ICICI Prudential Bluechip... | ₹ 68,034 Cr | ₹120.29 | 0.89% | Very High |
NAV History - Axis Bluechip Fund - Direct Plan - Growth
FUND | Axis Bluechip Fund - Direct Plan - Growth |
|---|---|
| NAV (Jun 06, 2025) | ₹69.25 |
| Class | Equity | Large-Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Shreyash Devalkar, Jayesh Sundar, Krishnaa N |
FUND | Axis Bluechip Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Axis Bluechip | 1.18% | 2.44% | 10.13% | 0.54% | 9.04% | 14.87% |
About Axis Asset Management Company Limited
Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.
Axis Asset Management Company Limited Details
- No. of schemes157
- Total AUM₹196,548.66 Crore
- AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
- Phone+91 22 43255161
Pros & Cons
Strong Long-Term Performance
5-year CAGR of ~14.8–17.07%, outperforming BSE 100 TRI and category average, with consistent outperformance in 8 of 10 years.
Stable Large-Cap Portfolio
86.8–93.69% in equities, with 62.6–64.08% in large-cap stocks, focusing on Financials, Services, and Technology.
Low Expense Ratio
Expense ratio of 0.69–0.70%, lower than category average and Regular Plan (1.57%), boosting net returns.
Moderate Volatility
Standard deviation of 13.62–13.98, higher than conservative funds but lower than mid/small-cap funds.
Recent Underperformance
1-year return of 7.99–8.96%, lagging behind category average and some peers, indicating weaker short-term performance.
Exit Load Constraint
1% exit load for investments beyond 10% if redeemed within 12 months, reducing short-term flexibility.
Frequently Asked Questions
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(as per historical returns)
