Axis Large & Mid Cap Fund Review: Key Insights on Returns & Risk

Axis Large & Mid Cap Fund Review: Key Insights on Returns & Risk

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Mutual Fund Portfolio Analysis

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Introduction
Latest NAV
AUM (Cr)
Fund Manager
Inception Date
52W High / Low

AI Analysis Snapshot

Performance Analysis

Short Term Returns

Long Term Returns

Asset Allocation

CategoryExposure (%)

Project Fund Returns

Why SIP works:
  • Benefits from rupee cost averaging
  • Harnesses power of compounding over long term
  • Reduces impact of market timing
  • Encourages disciplined investing
₹1,000 ₹10,000
Assumed annual return
12%

Risk Statistics & Efficiency

Risk MetricValue
1. Quants Favouring
2. Quants Adverse

Product Suitability: Suitable for investors seeking long-term capital appreciation through equity investments in .

*Consult your financial advisor if unsure about suitability.
SEBI Risk Level: Loading…

Peer Comparison

Top 5 peers in the same category ranked by Alpha (risk-adjusted performance).

Scheme Alpha Sharpe 1Y 3Y 5Y 10Y

Fund SWOT Analysis

Strengths
    Weaknesses
      Opportunities
        Threats

          Goal-based Investment Planner

          Plan your target:
          • See required monthly SIP vs. One-time Lumpsum
          • Choose your investment time horizon
          • Calculations based on 12% expected annual return
          Assumed annual return
          12%
          Required Monthly SIP:
          OR One-time Lumpsum:
          (Estimates based on compounding. Market returns vary.)

          Frequently Asked Questions

          What is this fund?
          It is a mutual fund scheme that invests in a diversified portfolio of securities as per its investment objective, managed by professional fund managers to aim for long-term growth.
          Can I start with a small amount?
          Yes, you can start investing in this fund via Systematic Investment Plan (SIP) with an amount as low as ₹500 or ₹1,000 per month.
          How do I track my investment?
          You can track the performance of your investment through our portal, your consolidated account statement (CAS), or the AMC’s official website.
          Who should invest in this fund?
          This fund is suitable for investors looking for long-term capital appreciation and who have a risk appetite aligned with the fund’s riskometer (mentioned above).
          What are the available payment modes?
          You can invest using UPI, Net Banking, NEFT, or set up an OTM (One Time Mandate) for automated monthly SIP deductions.

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          Bank-Grade Security

          100% encrypted transactions via BSE Star MF platform.

          Data Driven MF Ranking

          No Human biased , Research on key Mutual Fund statistical data.

          Zero Pressure

          Strict No-Spam policy. No forced sales calls, ever.

          Paperless Onboarding

          Start your SIP in less than 2 minutes from your mobile.

          Start Your Investment Journey Today!

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          SEBI DISCLAIMER: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.

          📅 Last Updated on: February 16, 2026

          • Sushil Bajaj
          • December 25, 2025

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