⚫ Fund House: Axis MF
⚫ Return SI: 12.22%
⚫ Rating: 0
⚫ Fund Size: ₹ 34,048 Cr
⚫ Launch Date: 04 Jan 2010
⚫ Expense Ration: 1.57%
⚫ Lock-period:
⚫ Benchmark: BSE 100 TRI
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
| 1-Year Ret(%) | 3-Year Ret(%) | 5-Year Ret(%) | 10-Year Ret(%) | Since Launch Ret(%) | |
|---|---|---|---|---|---|
| Axis Large Cap Fund - Regular Plan - Growth | 6.4 | 11.85 | 12.02 | 12.72 | 12.22 |
| NIFTY 100 TRI | 8.32 | 13.95 | 16.67 | 14.18 | 0.11 |
| Equity: Large Cap | 6.21 | 14.5 | 16.3 | 13 | 13.58 |
Return Calculators
Performance & Peer Comparision
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Large Cap Fund - Regular Plan - Growth | 04-01-2010 | 6.4 | 15.26 | 11.85 | 12.02 | 12.72 |
Asset Allocation
Sector Allocation
Top Holdings
| Portfolio | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.47 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.59 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.76 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.84 |
| Bajaj Finance Limited | 5.09 |
| INFOSYS LIMITED EQ FV RS 5 | 4.76 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.57 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.99 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.35 |
Suitability
Pros & Cons
Tax Implications & Exit Load
Exit Load: If redeemed / switched-out within 12 months from the date of allotment,- For 10% of investments: Nil FIFO basis, For remaining investments: 1% w.e.f., 25/09/2017
Stamp Duty: 0.005%
Tax Implication: Equity Tax
Investment Details
Min for 1st Investment:
Min for 2nd Investment:
Minimum for SIP:
Scheme Options Available
Growth - NAV: 69.72
AMC Details
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Custodian:
Register & Transfer Agent(RTA): Karvy
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