39
Large CapAvoid
Axis Large Cap
Axis · Direct–Growth · rank #25 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.1%
+3.3% vs index
3 Years
8.4%
+2.3% vs index
5 Years
5.5%
-1.3% vs index
Since launch
13.3%
Year-by-year performance
2021
+22.1%-3.2% vs index
2022
-4.6%-10.1% vs index
2023
+18.5%-2.5% vs index
2024
+14.8%+5.0% vs index
2025
+7.2%-4.5% vs index
2026
-4.3%+5.6% vs index
Why this score
Axis Large Cap scores 39/100 — #25 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 return5.54% · 2nd percentile in category
3Y return8.41% · 28th percentile in category
Volatility12.68 · 89th percentile in category
Fund size31343.40 Cr · 84th percentile in category
Alpha0.69 · 23rd percentile in category
Sharpe ratio0.15 · 33rd percentile in category
Top holdings
1.ICICI Bank Ltd9.52%
2.HDFC Bank Ltd8.03%
3.Bharti Airtel Ltd4.87%
4.Bajaj Finance Ltd4.87%
5.Mahindra & Mahindra Ltd3.99%
46 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.