Equity Scheme - Large Cap FundAxis Mutual Fund

Axis Large Cap Fund - Direct Plan - Growth

₹66.0000▼ 0.7100 (1.06%)

Scheme Type

Open Ended Schemes

NAV History

-2.44%

365 data points · Period: 1Y

Returns

CAGR

-1.06%

+3.30%

-6.75%

+4.13%

+10.31%

+8.86%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,756

-2.4%

3Y Ago

₹12,364

+23.6%

5Y Ago

₹23,647

+136.5%

Past performance ≠ future results

Fund Analytics

Score: 57.0 / 100

Performance

Total Returns

Simple return over period

-0.64%

CAGR

Compound annual growth rate

-0.64%

Growth of ₹10K

Hypothetical investment value

₹9,936

SIP XIRR

SIP internal rate of return

-10.14%

Risk

Volatility (Ann.)

Std deviation of returns

12.01%LOW

Max Drawdown

Worst peak-to-trough

-11.43%

Sharpe Ratio

Risk-adjusted return

-0.55POOR

Sortino Ratio

Downside risk-adjusted return

-0.79POOR

Benchmark

Beta

Market sensitivity

0.94DEF

Alpha

Excess return vs benchmark

-1.15%

Tracking Error

Deviation from benchmark

2.49%

Information Ratio

Alpha per unit tracking error

-0.46

Treynor Ratio

Return per unit systematic risk

-7.09

Capture

Upside Capture

Participation in market gains

94.62%

Downside Capture

Participation in market losses

95.73%

Rolling Returns

1Y Rolling CAGR

Avg 15.9% (-10.7% – 61.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-0.6%+0.1%

-1.2%

3Y+12.4%+12.2%

+0.7%

5Y+9.1%+11.0%

-1.5%

Beta

1Y: 0.943Y: 0.925Y: 0.92

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹60,053

Total Value

₹3,60,053

*Based on historical CAGR. Projections are illustrative, not guaranteed