Axis Large Cap Fund Growth

Diversified

Equity

India Defensive

Large Cap

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 Bluechip Fund Growth invests in large, stable Indian companies for steady long-term growth.

What This Strategy Does

Axis Large Cap Fund Growth is an equity fund which captures India's large-cap opportunity through a research-intensive approach focused on relative growth and quality, deploying capital across financials, consumer discretionary, and technology 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

-3.4% AnnuallyAlpha

+10.0% vs +9.5% benchmarkSince Inception

+7.5% vs +5.7% benchmark3Y Annualized

+3.6% vs +4.7% benchmark5Y Annualized

Axis Large Cap Fund Growth

Benchmark Index

Benchmark Performance Comparison

Axis Bluechip 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 Deviation13.7%

Sharpe Ratio-0.79

Beta0.91

Strategy Details

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

Core Investment Theme

Provides portfolio stability through exposure to India's most resilient large-cap businesses—companies that have demonstrated the ability to grow earnings across economic cycles. These market leaders typically reinvest cash flows into sustainable competitive moats, translating into steady wealth creation without dramatic volatility. The impact is lower downside risk and predictable compounding over the long term. Suitable for investors seeking defensive growth with reduced cyclicality.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods14.98%

Financial Services36.58%

Consumers18.16%

Energy & Infra6.09%

Services13.87%

Utilities1.69%

Technology8.64%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Clearing Corporation Of India LtdUtilities9.08%

ICICI Bank LtdFinancial Services8.84%

HDFC Bank LtdFinancial Services7.71%

Reliance Industries LtdEnergy & Infra5.08%

Infosys LtdTechnology4.81%

Bharti Airtel LtdServices4.73%

Larsen & Toubro LtdCapital Goods4.37%

State Bank of IndiaFinancial Services4.16%

Mahindra & Mahindra LtdConsumers3.51%

Kotak Mahindra Bank LtdFinancial Services3.47%

Fund House Management

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

Fund Manager Track Record

Shreyash Devalkar

Lead Portfolio Manager

Mr. Shreyash Devalkar has experience of 18 years. Manages 36 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,15,152 Cr Holds a MMS degree.

Jayesh Sundar

Co-Portfolio Manager

Jayesh Sundar has experience of 8 years. Manages 62 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,556 Cr

Krishnaa N

Co-Portfolio Manager

Krishnaa N has experience of 2 years. Manages 158 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

CW Expert Take

Axis AMC 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.

28 years

Combined Team Experience

₹ 2,77,148 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)1.6%

Exit Load1

Regulatory & Tax Information

INF846K01164

ISIN

DailyDealing Frequency

BSE 100 India TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)