Home› Funds› Axis Large Cap Fund - Direct Plan - IDCW

Axis Large Cap Fund - Direct Plan - IDCW

Axis · Large Cap
High
₹24.92
Current NAV
25 Jun 2026
22.0%
1Y Return
13.0%
3Y CAGR
12.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.40).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
0.80
Beta
3.40
Alpha
1.08
Sortino
Fund Details
Fund House Axis
Category Large Cap
AUM ₹5450 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Large Cap
HDFC Large Cap Fund - IDCW Option - Regular Plan
HDFC
₹51.27 31.3%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram
₹15.05 31.2%
ICICI Prudential Bluechip Fund - Institutional Option - I - Growth
ICICI Prudential
₹37.59 31.1%
HSBC Large Cap Fund - Direct IDCW
HSBC
₹39.53 31.0%