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Axis Large Cap Fund - Regular Plan - Growth

Axis · Large Cap
High
₹56.71
Current NAV
23 Oct 2026
-9.0%
1Y Return
7.1%
3Y CAGR
3.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.59).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.59).
  • Very large asset base (AUM: ₹10,640 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.59
Sharpe Ratio
0.59
Beta
5.59
Alpha
2.05
Sortino
Fund Details
Fund House Axis
Category Large Cap
AUM ₹10640 Cr
Expense Ratio 1.39%
Min SIP ₹500
Min Lumpsum ₹1000
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