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Axis Large & Mid Cap  IDCW-R

Axis Large & Mid Cap IDCW-R

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Standard Deviation18.3%
Sharpe Ratio-0.03
Beta0.94

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Energy & Infra5.82%
Capital Goods20.96%
Technology10.05%
Consumers16.78%
Services14.11%
Financial Services28.87%
Utilities3.41%

Geographic Allocation

Domestic93.09714%
International6.90285%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
ICICI Bank LtdFinancial Services4.43%
HDFC Bank LtdFinancial Services3.38%
Divi's Laboratories LtdServices2.76%
Eternal LtdConsumers2.68%
Clearing Corporation Of India LtdUtilities2.53%
Sona BLW Precision Forgings LtdConsumers2.44%
Bharti Airtel LtdServices2.28%
Reliance Industries LtdEnergy & Infra2.19%
Axis Bank LtdFinancial Services2.03%
Multi Commodity Exchange of India LtdFinancial Services2.01%

Fund House Management

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

Fund Manager Track Record

Fund Manager Track Record

SD

Shreyash Devalkar

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.

Team

25 years

Combined Team Experience

AUM

₹ 2,73,191 Cr

Assets Under Management

MH
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

KN
Krishnaa N
Co-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

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)1.91%

iconRegulatory & Tax Information

INF846K01J95
verified
ISIN
DailyDealing Frequency
Nifty LargeMidcap 250 TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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