Axis Large & Mid Cap Fund

Empty

1–7 yearsInvestment Horizon

Empty

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Standard Deviation14.9%

Sharpe Ratio0.05

Beta0.95

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Technology10.05%

Financial Services28.87%

Utilities3.41%

Consumers16.78%

Capital Goods20.96%

Energy & Infra5.82%

Services14.11%

Domestic93.134%

International6.86601%

CompanySectorAllocation

HDFC Bank LtdFinancial Services7.26%

ICICI Bank LtdFinancial Services4.59%

Reliance Industries LtdEnergy & Infra3.73%

Torrent Power LtdUtilities3.07%

Bharti Airtel LtdServices2.88%

Bajaj Finance LtdFinancial Services2.14%

Nifty July 2025 FutureUtilities1.98%

GE Vernova T&D India LtdCapital Goods1.88%

Infosys LtdTechnology1.79%

CG Power & Industrial Solutions LtdCapital Goods1.57%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)1.68%

INF846K01J87

ISIN

DailyDealing Frequency

BSE 200 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)