FundLens
39
Large CapAvoid

Axis Large Cap

Axis · Direct–Growth · rank #24 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
1.2%
+3.0% vs index
3 Years
10.2%
+2.1% vs index
5 Years
6.3%
-1.5% vs index
Since launch
13.6%

Year-by-year performance

last entry = YTD
2021
+22.1%
2022
-4.6%
2023
+18.5%
2024
+14.8%
2025
+7.2%
2026
-2.4%

Why this score

Axis Large Cap scores 39/100 — #24 of 35 Large Cap fund (Avoid). It stands out for volatility and fund size — beating 89% of peers on volatility. The main drag is its 5y return (better than only 2% of peers).

Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.

5Y return6.26% · 2nd percentile in category
3Y return10.23% · 28th percentile in category
Volatility12.64 · 89th percentile in category
Fund size31390.01 Cr · 84th percentile in category
Alpha0.57 · 27th percentile in category
Sharpe ratio0.29 · 36th percentile in category

Top holdings

top 5 = 32.4% of portfolio
1.ICICI Bank Ltd9.64%
2.HDFC Bank Ltd8.4%
3.Bajaj Finance Ltd5.55%
4.Bharti Airtel Ltd4.85%
5.Mahindra & Mahindra Ltd3.99%

48 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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