Axis Large & Mid Cap Gr

All Cap

Diversified

Equity

Global Growth

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Growth Opportunities Fund Growth focuses on high-growth Indian companies for wealth creation.

What This Strategy Does

Axis Large & Mid Cap Reg Gr is an equity flexi-cap fund which captures India's ₹60 trillion consumption and private capex opportunity through a multi-cap portfolio construction, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

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

Fund Performance

3.0% AnnuallyAlpha

+16.4% vs +10.8% benchmarkSince Inception

+12.8% vs +5.7% benchmark3Y Annualized

+9.0% vs +4.7% benchmark5Y Annualized

Axis Large & Mid Cap Gr

Benchmark Index

Benchmark Performance Comparison

Axis Growth Opportunities Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation17.0%

Maximum Drawdown-16.0% | Oct 2024

Sharpe Ratio0.38

Beta0.94

Upside Capture92%

Strategy Details

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

Core Investment Theme

Provides exposure across India's market capitalization spectrum, allowing flexibility to rotate capital toward the best risk-reward opportunities. The impact is a smoother return profile by capturing upside in growth areas while maintaining defensiveness during volatility. Suitable for investors seeking adaptability across market cycles.

Portfolio Holdings Overview

SectoralAllocation

Services15.7%

Capital Goods18.75%

Utilities0.53%

Financial Services28.79%

Technology7.56%

Consumers25.6%

Energy & Infra3.06%

Geographic Allocation

Domestic93.64464%

International6.35536%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services4.63%

HDFC Bank LtdFinancial Services3.21%

Divi's Laboratories LtdServices2.66%

Clearing Corporation Of India LtdUtilities2.64%

Eternal LtdConsumers2.61%

Sona BLW Precision Forgings LtdConsumers2.50%

Bharti Airtel LtdServices2.23%

Shriram Finance LtdFinancial Services2.05%

Multi Commodity Exchange of India LtdFinancial Services1.97%

Axis Bank LtdFinancial Services1.96%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Krishnaa N

Lead Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Mayank Hyanki

Co-Portfolio Manager

Mayank Hyanki has experience of 3 years. Manages 32 funds at Axis Asset Management Company Limited with an AUM of approximately ₹29,599 Cr

Shreyash Devalkar

Co-Portfolio Manager

Mr. Shreyash Devalkar has experience of 19 years. Manages 36 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,15,152 Cr Holds a MMS degree.

CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

41 years

Combined Team Experience

₹ 2,73,191 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

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

Costs and Fees

Total Expense Ratio (TER)1.91%

Exit Load1

Regulatory & Tax Information

INF846K01J79

ISIN

DailyDealing Frequency

Nifty LargeMidcap 250 TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)