Should I invest in Axis Large Cap Fund?

We don't give personal investment advice. Axis Large Cap Fund - Regular Plan - Growth 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: 22.2%. 5-year CAGR: 6.44%.

Axis

Axis Large Cap Fund - Regular Plan - Growth

Latest NAV

₹56.4600

As of

3 Jun 2026

4,049 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	+0.27%	+0.12%	+0.14	7 / 17	Q2
1W	-1.77%	-1.83%	+0.05	8 / 17	Q2
2W	-0.53%	-0.20%	-0.33	11 / 17	Q3
1M	-2.06%	-1.76%	-0.31	9 / 17	Q3
3M	-5.52%	-3.85%	-1.67	15 / 17	Q4
6M	-9.13%	-7.44%	-1.70	13 / 16	Q4
YTD	-9.15%	-7.69%	-1.46	11 / 16	Q3
1Y	-5.06%	-3.52%	-1.54	10 / 16	Q3
2Y	+0.24%	+0.33%	-0.09	6 / 14	Q2
3Y	+8.49%	+10.52%	-2.03	11 / 13	Q4
4Y	+8.33%	+10.31%	-1.98	10 / 11	Q4
5Y	+6.44%	+8.04%	-1.60	9 / 10	Q4
7Y	+9.48%	+9.27%	+0.21	5 / 7	Q3
10Y	+11.26%	+9.38%	+1.88	2 / 5	Q2
Inception	+11.08%	+7.54%	+3.54	7 / 17	Q2

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	-9.15%	-7.69%	-1.46	11 / 16
2025	+5.88%	+5.57%	+0.31	8 / 15
2024	+13.86%	+14.73%	-0.87	5 / 13
2023	+17.04%	+22.68%	-5.64	12 / 13
2022	-5.66%	-0.52%	-5.14	9 / 10
2021	+20.48%	+22.19%	-1.70	6 / 9
2020	+19.79%	+11.49%	+8.31	2 / 7
2019	+18.31%	+12.05%	+6.26	1 / 6
2018	+7.43%	-1.28%	+8.71	1 / 6
2017	+36.81%	+27.60%	+9.22	1 / 5
2016	-3.97%	-0.23%	-3.74	4 / 5

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

+12.74%

188 windows

min -21.5% · max 58.5%

77% positive

3-Year rolling

+13.13%

164 windows

min 2.1% · max 28.0%

100% positive

5-Year rolling

+13.41%

140 windows

min 4.3% · max 20.6%

100% positive

7-Year rolling

+13.30%

115 windows

min 9.5% · max 16.8%

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

12.04%

3-year · annualised

Sharpe ratio

0.20

vs risk-free 6.5%

Sortino ratio

0.28

Downside-only deviation

Max drawdown

-16.02%

Sep 2024 → Mar 2026

% positive months

75.0%

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
quant Large Cap Fund - Growth Option - Regular Plan	Quant	₹15.2850	3 Jun 2026
Motilal Oswal Large Cap Regular Plan Growth	Motilal Oswal	₹13.0388	3 Jun 2026
Parag Parikh Large Cap Fund - Regular Plan - Growth	Parag Parikh	₹9.2915	3 Jun 2026
DSP BlackRock Top 100 Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹22.5280	3 Jun 2026
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option	Baroda BNP Paribas	₹212.6984	3 Jun 2026
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹58.6700	3 Jun 2026
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH	Bajaj Finserv	₹9.6430	3 Jun 2026
BANK OF INDIA Large Cap Fund Regular Plan Growth	Bank of India	₹16.0800	3 Jun 2026
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option	Groww	₹41.2100	3 Jun 2026
ITI Large Cap Fund - Regular Plan - Growth Option	ITI	₹16.4529	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹56.4600
2 Jun 2026	₹56.5100
1 Jun 2026	₹56.3600
31 May 2026	₹56.9000
29 May 2026	₹56.9100
27 May 2026	₹57.6700
26 May 2026	₹57.5300
25 May 2026	₹57.8500
22 May 2026	₹57.1200
21 May 2026	₹56.9100

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 03 Jun 2026, the NAV of Axis Large Cap Fund - Regular Plan - Growth is ₹56.4600. It's a Large Cap Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Large Cap Fund - Regular Plan - Growth has NAV history starting from 07 Jan 2010, a track record of about 16 years 4 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Axis Large Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth has delivered a absolute return of -5.06% — -1.54 pp behind the Large Cap Fund category average of -3.52%. The fund ranks #10 of 16 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Large Cap Fund - Regular Plan - Growth has delivered a CAGR of 8.49% — -2.03 pp behind the Large Cap Fund category average of 10.52%. The fund ranks #11 of 13 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Large Cap Fund - Regular Plan - Growth has delivered a CAGR of 6.44% — -1.6 pp behind the Large Cap Fund category average of 8.04%. The fund ranks #9 of 10 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Large Cap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹290,690 today — a multiplier of 2.91×, based on the 10-year CAGR of 11.26%. The category average over the same window would have grown ₹1 lakh to ₹245,084.

A ₹10,000 monthly SIP in Axis Large Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹678,928 today. That's an XIRR (money-weighted annualised return) of 4.88%.

A ₹10,000 monthly SIP for 10 years in Axis Large Cap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹1,974,246 (multiplier 1.65×). XIRR: 9.61%. 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 - Regular Plan - Growth ranks #9 out of 10 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 8.04%; this fund delivered 6.44%.

The worst peak-to-trough decline Axis Large Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 22.22% — 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 - Regular Plan - Growth averaged 13.41% (best 20.58%, worst 4.35%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.06 — weak risk-adjusted performance.

In calendar year 2025, Axis Large Cap Fund - Regular Plan - Growth returned 5.88% — beating the Large Cap Fund category average of 5.57% by 0.31 pp. It ranked #8 of 15 in its category that year.

Axis Large Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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: 22.2%. 5-year CAGR: 6.44%.

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

Axis Large Cap Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Large Cap Fund

Recent NAVs

Frequently asked questions

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