Should I invest in Axis Large Cap Fund?

We don't give personal investment advice. Axis Large Cap Fund - Direct Plan - IDCW is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.4%. 5-year CAGR: 3.08%.

Axis

Axis Large Cap Fund - Direct Plan - IDCW

Latest NAV

₹25.2300

As of

17 Jul 2026

3,340 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.72%	+0.66%	+0.06	19 / 42	Q2
1W	+0.40%	+0.24%	+0.16	10 / 42	Q1
2W	+0.20%	+0.29%	-0.09	26 / 42	Q3
1M	+2.39%	+1.38%	+1.01	7 / 42	Q1
3M	+2.85%	+1.43%	+1.43	4 / 42	Q1
6M	-8.72%	-3.68%	-5.04	36 / 42	Q4
YTD	-10.12%	-5.26%	-4.86	35 / 41	Q4
1Y	-7.11%	-2.96%	-4.15	30 / 41	Q3
2Y	-4.87%	-2.28%	-2.59	31 / 41	Q4
3Y	+3.60%	+7.96%	-4.36	31 / 39	Q4
4Y	+5.61%	+10.18%	-4.56	30 / 37	Q4
5Y	+3.08%	+7.95%	-4.87	31 / 35	Q4
7Y	+5.78%	+10.04%	-4.26	26 / 31	Q4
10Y	+5.34%	+7.67%	-2.33	20 / 26	Q4
Inception	+5.46%	+8.43%	-2.97	33 / 42	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-10.12%	-5.56%	-4.56	34 / 40
2025	+1.38%	+4.07%	-2.69	31 / 40
2024	+10.31%	+12.49%	-2.18	28 / 38
2023	+14.05%	+21.78%	-7.73	35 / 38
2022	-9.20%	+0.13%	-9.33	34 / 35
2021	+16.05%	+22.09%	-6.04	30 / 34
2020	+9.49%	+11.78%	-2.29	22 / 31
2019	+9.58%	+7.69%	+1.89	12 / 31
2018	-3.54%	-4.62%	+1.09	15 / 31
2017	+28.20%	+20.09%	+8.11	7 / 27
2016	-9.81%	-0.13%	-9.68	24 / 25

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.78%

153 windows

min -19.1% · max 44.6%

66% positive

3-Year rolling

+6.47%

129 windows

min -3.7% · max 15.5%

94% positive

5-Year rolling

+6.52%

105 windows

min -2.1% · max 13.8%

95% positive

7-Year rolling

+6.25%

80 windows

min 2.5% · max 9.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.69%

3-year · annualised

Sharpe ratio

-0.17

vs risk-free 6.5%

Sortino ratio

-0.24

Downside-only deviation

Max drawdown

-25.11%

Sep 2024 → Mar 2026

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - IDCW Option - Direct Plan	HDFC	₹62.7550	17 Jul 2026
NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹40.4906	17 Jul 2026
SBI Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹68.2645	17 Jul 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - IDCW	ICICI Prudential	₹61.0000	17 Jul 2026
Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹35.4100	17 Jul 2026
BANDHAN Large Cap Fund-Direct Plan-IDCW	Bandhan	₹28.6160	17 Jul 2026
quant Large Cap Fund - IDCW Option - Direct Plan	Quant	₹17.2020	17 Jul 2026
Aditya Birla Sun Life Large Cap Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹92.9700	17 Jul 2026
Motilal Oswal Large Cap Direct Plan IDCW	Motilal Oswal	₹12.7988	17 Jul 2026
Franklin India Large Cap Fund - Direct - IDCW	Franklin India	₹49.8706	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹25.2300
16 Jul 2026	₹25.0500
15 Jul 2026	₹25.0600
14 Jul 2026	₹24.9500
13 Jul 2026	₹25.0900
10 Jul 2026	₹25.1300
9 Jul 2026	₹24.9000
8 Jul 2026	₹24.7600
7 Jul 2026	₹25.3000
6 Jul 2026	₹25.3600

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Large Cap Fund - Direct Plan - IDCW is ₹25.2300. It's a Large Cap Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Large Cap Fund - Direct Plan - IDCW has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Large Cap Fund - Direct Plan - IDCW is managed by Axis. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Large Cap Fund - Direct Plan - IDCW has delivered a absolute return of -7.11% — -4.15 pp behind the Large Cap Fund category average of -2.96%. The fund ranks #30 of 41 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Large Cap Fund - Direct Plan - IDCW has delivered a CAGR of 3.60% — -4.36 pp behind the Large Cap Fund category average of 7.96%. The fund ranks #31 of 39 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Large Cap Fund - Direct Plan - IDCW has delivered a CAGR of 3.08% — -4.87 pp behind the Large Cap Fund category average of 7.95%. The fund ranks #31 of 35 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Large Cap Fund - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹168,312 today — a multiplier of 1.68×, based on the 10-year CAGR of 5.34%. The category average over the same window would have grown ₹1 lakh to ₹209,376.

A ₹10,000 monthly SIP in Axis Large Cap Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹628,116 today. That's an XIRR (money-weighted annualised return) of 1.81%.

A ₹10,000 monthly SIP for 10 years in Axis Large Cap Fund - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,528,348 (multiplier 1.27×). XIRR: 4.73%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Large Cap Fund - Direct Plan - IDCW ranks #31 out of 35 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 7.95%; this fund delivered 3.08%.

The worst peak-to-trough decline Axis Large Cap Fund - Direct Plan - IDCW has experienced over the last 5-year window is 25.40% — its NAV fell from a high on 14 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Large Cap Fund - Direct Plan - IDCW averaged 6.52% (best 13.75%, worst -2.08%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is -0.17 — negative risk-adjusted performance.

In calendar year 2025, Axis Large Cap Fund - Direct Plan - IDCW returned 1.38% — lagging the Large Cap Fund category average of 4.07% by 2.69 pp. It ranked #31 of 40 in its category that year.

Axis Large Cap Fund - Direct Plan - IDCW is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis Large Cap Fund - Direct Plan - IDCW is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.4%. 5-year CAGR: 3.08%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.