Equity Scheme - Large Cap FundAxis Mutual Fund

Axis Large Cap Fund - Direct Plan - Growth Option

₹70.7700▼ 0.0800 (0.11%)

Scheme Type

Open Ended Schemes

NAV History

+12.74%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,274

+12.7%

3Y Ago

₹14,384

+43.8%

5Y Ago

₹23,052

+130.5%

Past performance ≠ future results

Fund Analytics

Score: 37.9 / 100

Performance

Total Returns

Simple return over period

+0.98%

CAGR

Compound annual growth rate

+0.98%

Growth of ₹10K

Hypothetical investment value

₹10,098

SIP XIRR

SIP internal rate of return

+3.82%

Risk

Volatility (Ann.)

Std deviation of returns

12.14%LOW

Max Drawdown

Worst peak-to-trough

-11.43%

Sharpe Ratio

Risk-adjusted return

-0.41POOR

Sortino Ratio

Downside risk-adjusted return

-0.53POOR

Benchmark

Beta

Market sensitivity

0.96DEF

Alpha

Excess return vs benchmark

+2.27%

Tracking Error

Deviation from benchmark

2.69%

Information Ratio

Alpha per unit tracking error

0.84

Treynor Ratio

Return per unit systematic risk

-5.24

Capture

Upside Capture

Participation in market gains

98.33%

Downside Capture

Participation in market losses

94.71%

Rolling Returns

1Y Rolling CAGR

Avg 16.0% (-15.8% – 65.2%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.0%-1.6%

+2.3%

3Y+11.2%+8.8%

+2.6%

5Y+7.7%+9.1%

-1.2%

Beta

1Y:0.963Y: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

₹1,24,017

Total Value

₹4,24,017

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