Equity Scheme - Large Cap FundAxis Mutual Fund

Axis Large Cap Fund - Direct Plan - Growth

₹68.7200▲ 0.3900 (0.57%)

Scheme Type

Open Ended Schemes

NAV History

+7.21%

365 data points · Period:1Y

Returns

CAGR

+0.57%

-1.81%

-1.14%

-2.57%

+9.57%

+7.44%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,721

+7.2%

3Y Ago

₹13,813

+38.1%

5Y Ago

₹24,121

+141.2%

Past performance ≠ future results

Fund Analytics

Score: 54.1 / 100

Performance

Total Returns

Simple return over period

-3.12%

CAGR

Compound annual growth rate

-3.12%

Growth of ₹10K

Hypothetical investment value

₹9,688

SIP XIRR

SIP internal rate of return

-2.32%

Risk

Volatility (Ann.)

Std deviation of returns

12.06%LOW

Max Drawdown

Worst peak-to-trough

-11.43%

Sharpe Ratio

Risk-adjusted return

-0.76POOR

Sortino Ratio

Downside risk-adjusted return

-0.98POOR

Benchmark

Beta

Market sensitivity

0.97DEF

Alpha

Excess return vs benchmark

+1.85%

Tracking Error

Deviation from benchmark

2.50%

Information Ratio

Alpha per unit tracking error

0.74

Treynor Ratio

Return per unit systematic risk

-9.44

Capture

Upside Capture

Participation in market gains

98.21%

Downside Capture

Participation in market losses

95.26%

Rolling Returns

1Y Rolling CAGR

Avg 13.4% (-10.7% – 59.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-3.1%-5.3%

+1.8%

3Y+9.4%+8.3%

+1.3%

5Y+8.0%+9.8%

-1.5%

Beta

1Y:0.973Y:0.925Y:0.92

Outperforming 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

₹1,01,235

Total Value

₹4,01,235

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