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EquityLarge Cap FundDirect · Growth

Axis Large Cap Fund - Direct Plan - Growth

Axis · Scheme 120465

71.42 0.46%NAV · 2026-08-05
53
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
11.1%
Risk level
High
Min SIP
Benchmark
Nifty 100 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.75%
3 Months+6.98%
6 Months+0.90%
1 Year+3.58%
3 Years (CAGR)+11.09%
5 Years (CAGR)+8.16%
10 Years (CAGR)+13.19%
Since Launch+13.84%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns36
Consistency66
Risk-adjusted37
Downside protection55
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 10Y CAGR: +13.2%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 3.7%
  • Volatility: 15% annualised
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -1.3% vs category avg
  • 5Y CAGR: +8.2%
  • Beat category: beat category in 40% of windows
  • Sharpe ratio: 0.53

Risk metrics

Sharpe ratio
0.53
Sortino ratio
0.68
Volatility
14.70%
Max drawdown
-30.10%
Downside capture
91.30%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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