Equity Scheme - Large Cap FundAxis Mutual Fund

Axis Large Cap Fund - Direct Plan - Growth

₹66.1900▲ 0.2400 (0.36%)

Scheme Type

Open Ended Schemes

NAV History

-4.06%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,594

-4.1%

3Y Ago

₹13,315

+33.2%

5Y Ago

₹23,039

+130.4%

Past performance ≠ future results

Fund Analytics

Score: 55.1 / 100

Performance

Total Returns

Simple return over period

-3.65%

CAGR

Compound annual growth rate

-3.65%

Growth of ₹10K

Hypothetical investment value

₹9,635

SIP XIRR

SIP internal rate of return

-8.31%

Risk

Volatility (Ann.)

Std deviation of returns

11.55%LOW

Max Drawdown

Worst peak-to-trough

-11.43%

Sharpe Ratio

Risk-adjusted return

-0.84POOR

Sortino Ratio

Downside risk-adjusted return

-1.10POOR

Benchmark

Beta

Market sensitivity

0.96DEF

Alpha

Excess return vs benchmark

-0.42%

Tracking Error

Deviation from benchmark

2.30%

Information Ratio

Alpha per unit tracking error

-0.18

Treynor Ratio

Return per unit systematic risk

-10.07

Capture

Upside Capture

Participation in market gains

95.31%

Downside Capture

Participation in market losses

95.60%

Rolling Returns

1Y Rolling CAGR

Avg 14.6% (-10.7% – 59.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-3.7%-3.6%

-0.4%

3Y+10.4%+9.9%

+0.8%

5Y+8.4%+10.4%

-1.6%

Beta

1Y:0.963Y: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

₹90,412

Total Value

₹3,90,412

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