Axis Large Cap Fund - Regular Plan - IDCW
Category: Equity: Large Cap
Launch Date: 05-01-2010
AUM:
₹ 28,663.17 Cr
Expense Ratio
1.6%
Benchmark
BSE 100 TRI
ISIN
INF846K01172
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Large Cap Fund - Regular Plan - IDCW | -0.92 | 9.55 | 7.53 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
17.05
Last change
-0.09 (-0.5279%)
Fund Size (AUM)
₹ 28,663.17 Cr
Performance
10.5% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Shreyash Devalkar, Mr. Jayesh Sundar, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 9.08 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.84 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.71 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.08 |
| INFOSYS LIMITED EQ FV RS 5 | 4.81 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.73 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.37 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.16 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.51 |
| Kotak Mahindra Bank Limited | 3.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.25 |
| Healthcare | 7.52 |
| Information Technology | 6.88 |
| Automobile and Auto Components | 6.14 |
| Oil, Gas & Consumable Fuels | 5.08 |
| Telecommunication | 4.73 |
| Consumer Services | 4.54 |
| Construction | 4.37 |
| Capital Goods | 3.35 |
| Consumer Durables | 3.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Large Cap Fund Reg IDCW | 7.53 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 0.0 |
| Quant Large Cap Fund Reg Gr | 0.0 |
| Groww Largecap Gr | 11.16 |
| Bandhan Large Cap Reg Gr | 13.0 |
| Taurus Large Cap Reg Gr | 11.88 |
| Invesco India Large Cap Gr | 13.87 |
| JM Large Cap Gr | 12.54 |
| Nippon India Large Cap Fund Gr Gr | 16.84 |
| SBI Large Cap FUND Reg PLAN Gr | 12.35 |