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Product scoring may vary based on gender, age, policy tenure and sum assured.
Gender
Male
Age Group
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
30 - 34
Sum Assured
₹ 1Cr
Active Funds • Large & Mid Cap • NIFTY LargeMidcap 250 - TRI
Axis Large & Mid Cap Fund(G)-Direct Plan
1 Finance Rank:
05
051 Finance Score:
72100
Sharpe Score
88
Sortino Score
87
Jensen's Score
89
Treynor Score
97
Information Ratio Score
78
Drawdown Score
88
Crash Recovery Score
50
P/E & P/B Score
66
Fund Mgr.Score
71
1 Finance Research updated as on March 2026 1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.
AUM
₹ 13,973 Cr(As on 31-Mar-2026)NAV
₹ 37.15(As on 26-May-2026)R- Squared
0.9%Fund Age
7 yearsNo. of Stocks
89(As on 31-Mar-2026)Expense Ratio
0.61%(As on 31-Mar-2026)
05
Active Funds • Large & Mid Cap • NIFTY LargeMidcap 250 - TRI
Axis Large & Mid Cap Fund(G)-Direct Plan
This fund ranks 5th out of 31 funds in its category.
AUM₹ 13,973 Cr(As on 31-Mar-2026)
NAV₹ 37.15(As on 26-May-2026)
R- Squared
0.9%
Fund Age
7 years
No. of Stocks89(As on 31-Mar-2026)
Expense Ratio0.61%(As on 31-Mar-2026)
1 Finance Score: 72/100
Sharpe Score
88
Sortino Score
87
Jensen's Score
89
Treynor Score
97
Information Ratio Score
78
Drawdown Score
88
Crash Recovery Score
50
P/E & P/B Score
66
Fund Mgr.Score
71
Rolling Returns
| Avg. Rolling Returns | 1 year | 3 year | 5 year | 7 year |
|---|
| Avg. Rolling Returns |
|---|
| 1 Year |
| 3 Years |
| 5 Years |
| 7 Years |
“80% of mutual fund schemes lose 25% or more value due to commissions in 10 years.” Source: 1 Finance Research
Fundamental Ratios
Score Trend
1000
Sharpe Ratio
0.07Sortino Ratio
0.11Treynor Ratio
0.07Jensen's Alpha
0.01%Information Ratio
0.01Drawdown
-12.24%Crash Recovery
Not recovered yetP/E ratio
38.5P/B ratio
7.2Fund Age
7 yearsBeta
0.85Std. Deviation
0.8%*Most top-ranked mutual funds won't hold their rank for long. Source: 1 Finance Research
Portfolio summary
Asset Allocation
Equity
Others
Debt
91.39%
8.12%
0.5%
Market Capitalisation
Large Cap
47.41%
Mid Cap
33.45%
Small Cap
3.98%
Others
15.15%
Equity Sector Allocation
Bank
20.3%
Healthcare
10.42%
Finance
9.27%
IT
7.45%
Automobile & Ancillaries
6.9%
Other
6.31%
Top Holdings
| Holding Names | Assets (%) |
|---|---|
| HDFC Bank Ltd. | 6.08% |
| ICICI Bank Ltd. | 4.04% |
| Reliance Industries Ltd. | 3.77% |
| Bharti Airtel Ltd. | 2.08% |
| Torrent Power Ltd. | 2.01% |
*Most active equity funds don't beat their own benchmark over the long run. Source: 1 Finance Research
Peer comparison
| Fund List | 1 F score | Fund Size | Expense Ratio |
|---|
Pros and Cons
Pros
Strong Sharpe ratio indicating superior risk adjusted returns.
High Treynor ratio signifies better return for the market risk undertaken.
Elevated Sortino ratio suggests better downside risk protection.
Positive Jensen’s Alpha shows outperformance over CAPM expectations for the risk taken.
The fund’s active bets are paying off relative to its benchmark, reflected in a high Information Ratio.
Smaller drawdowns and faster recoveries indicate strong portfolio resilience during market downturns.
Cons
This fund doesn't have any cons.
Should you invest?
Invest if you are :
- Seeking a balanced mix of stability (large caps) and growth (mid caps). Looking for long-term wealth creation with moderate risk. Willing to stay invested for 5+ years.
Avoid if you are :
- A conservative investor uncomfortable with mid-cap volatility. Looking for short-term investment horizons.
*Most financial mistakes aren't about money — they're about personality. Find yours with MoneySign®
Taxation
If sold before 1 year
- short-term capital gains taxed at 20%.
If sold after 1 year
- long-term capital gains above ₹1.25 lakh taxed at 12.5%.
Scheme Details
Scheme Objective
- To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Exit Load
- Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Minimum investment amount
Lumpsum
₹ 100 (open for subscription)
Other details
Founded In2018
Email Addresscustomerservice@axismf.com
| Fund Manager Name | Total Exp. (Years) | No. of Funds Managed |
|---|---|---|
| Shreyash Devalkar | 14.2 | 10 |
About Axis MF
- Axis Mutual Fund is sponsored by Axis Bank Ltd., one of India's leading private sector banks, and was launched in 2010. It leverages the bank's extensive distribution network and partnerships like Schroder Singapore Holdings for global insights, positioning itself as a customer-centric AMC with a strong digital presence.
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Frequently Asked Questions
Are equity funds risky?
Yes, equity mutual funds do involve market risk because their returns depend on stock price changes. However, what seems risky for one person may not be for another. So the question is: Are equity mutual funds risky for you? To understand your overall financial personality, check our MoneySign®.
Talk to a Qualified Financial Advisor before making any financial decisions.
Talk to a Qualified Financial Advisor before making any financial decisions.
What is the minimum amount I need to start investing in an equity mutual fund?
You can start investing in equity mutual funds with as little as ₹500 a month through SIPs or ₹1,000 as a one-time payment. The amount you decide to invest should align with your budget and financial goals.
How long should I stay invested in equity mutual funds?
Equity mutual funds are well-suited for your long-term goals. It is best to keep your mutual fund investment for at least 7 to 10 years. The longer you invest, the more you can benefit from rupee-cost averaging and compounding, which helps grow your wealth. When opting for equity mutual funds, be sure to consider your investment horizon, though this should not be the only factor.
How many equity funds should I hold?
Most investors should consider holding no more than 2 to 3 well-diversified equity funds. Having too many funds can lead to overlap (owning the same stocks under different names). Therefore, focus on choosing high-quality, consistent funds rather than trying to hold too many. If you have too many mutual funds, check the Mutual Fund Overlap Calculator to identify overlap in your portfolio.
How much of your portfolio should be in equity funds?
Your ideal investment mix depends on several personal factors, including your age, profession, financial responsibilities, demographic profile, emergency fund levels, and overall financial personality. Avoid oversimplified formulas like the 50/30/20 rule or "100 minus your age" for determining equity allocation. These rules are outdated and overly generic. A personalised financial plan is far more effective because it aligns your portfolio with your real-life circumstances, helping you manage risk better and achieve more meaningful long-term results.
What is the difference between direct and regular plans?
Direct plans are purchased directly from the Asset Management Company (AMC) without distributor commissions, resulting in lower expense ratios and potentially higher long-term returns. In contrast, regular plans are sold through intermediaries and include commission costs within the expense ratio.
Can I switch from a regular plan to a direct plan for equity mutual funds?
Yes, you can. You are allowed to switch from one plan to another; however, this is treated as a redemption and reinvestment, which can trigger capital gains tax and may have exit load implications. Ensure you review your holding period and tax efficiency before making the switch, or consult your financial advisor.
How do I choose between large-cap, mid-cap, and small-cap funds?
Investors should allow the fund manager to determine the appropriate mix of large-cap, mid-cap, and small-cap exposure, rather than attempting to manage it themselves. This is why investing in a flexi cap fund is often a better choice; it provides the fund manager with the flexibility to adjust allocations based on market conditions, making it more suitable than holding separate mid-cap, small-cap, or sector-specific funds.
Disclaimer
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Don't chase past returns.
Build a portfolio for the future
Our Advisory Includes
- Portfolio diversification
- Mutual fund tax harvesting
- Fund overlap check & more