Should I invest in Axis Large Cap Fund?

We don't give personal investment advice. Axis Large Cap Fund - Regular 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: 31.4%. 5-year CAGR: -1.86%.

Axis

Axis Large Cap Fund - Regular Plan - IDCW

Latest NAV

₹16.5300

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	+0.30%	-0.05%	+0.35	7 / 22	Q2
1W	-1.72%	-1.96%	+0.24	8 / 22	Q2
2W	-0.48%	-0.32%	-0.17	14 / 22	Q3
1M	-2.07%	-1.89%	-0.18	15 / 22	Q3
3M	-5.48%	-4.13%	-1.35	19 / 22	Q4
6M	-15.73%	-8.65%	-7.08	20 / 21	Q4
YTD	-15.78%	-9.15%	-6.63	20 / 21	Q4
1Y	-11.97%	-4.65%	-7.32	20 / 21	Q4
2Y	-5.97%	-3.08%	-2.90	15 / 20	Q3
3Y	+0.92%	+8.51%	-7.58	19 / 19	Q4
4Y	+0.02%	+8.40%	-8.38	17 / 17	Q4
5Y	-1.86%	+7.10%	-8.96	16 / 16	Q4
7Y	+0.53%	+8.68%	-8.16	12 / 12	Q4
10Y	+1.64%	+3.65%	-2.00	6 / 7	Q4
Inception	+3.07%	+5.45%	-2.38	16 / 22	Q3

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	-15.78%	-9.15%	-6.63	20 / 21
2025	+0.51%	+2.57%	-2.06	18 / 21
2024	+4.13%	+12.08%	-7.95	19 / 19
2023	+5.61%	+21.87%	-16.26	19 / 19
2022	-13.47%	+0.17%	-13.65	16 / 16
2021	+10.30%	+20.20%	-9.89	15 / 15
2020	+8.04%	+11.30%	-3.26	11 / 12
2019	+7.44%	+2.29%	+5.15	6 / 11
2018	-5.66%	-10.67%	+5.01	7 / 11
2017	+26.15%	+8.30%	+17.85	1 / 7
2016	-10.98%	-8.86%	-2.12	6 / 7

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

+4.28%

188 windows

min -23.6% · max 45.2%

60% positive

3-Year rolling

+4.16%

164 windows

min -5.8% · max 20.3%

84% positive

5-Year rolling

+4.22%

140 windows

min -5.3% · max 11.3%

92% positive

7-Year rolling

+3.91%

115 windows

min 0.5% · max 7.4%

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

14.61%

3-year · annualised

Sharpe ratio

-0.31

vs risk-free 6.5%

Sortino ratio

-0.38

Downside-only deviation

Max drawdown

-26.09%

Sep 2024 → Mar 2026

% positive months

72.2%

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 - IDCW Option - Regular Plan	Quant	₹15.2004	3 Jun 2026
Motilal Oswal Large Cap Regular Plan IDCW	Motilal Oswal	₹11.6138	3 Jun 2026
Parag Parikh Large Cap Fund - Regular Plan - IDCW	Parag Parikh	₹9.2914	3 Jun 2026
BARODA BNP PARIBAS LARGE CAP Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹20.7497	3 Jun 2026
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)	Canara Robeco	₹27.1000	3 Jun 2026
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - IDCW	Bajaj Finserv	₹9.6430	3 Jun 2026
BANK OF INDIA Large Cap Fund Regular Plan IDCW	Bank of India	₹16.0800	3 Jun 2026
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹23.2200	3 Jun 2026
ITI Large Cap Fund - Regular Plan - IDCW Option	ITI	₹15.5234	3 Jun 2026
JM Large Cap Fund (Regular) - Annual IDCW		₹29.1896	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.5300
2 Jun 2026	₹16.5500
1 Jun 2026	₹16.5000
31 May 2026	₹16.6600
29 May 2026	₹16.6600
27 May 2026	₹16.8900
26 May 2026	₹16.8400
25 May 2026	₹16.9400
22 May 2026	₹16.7300
21 May 2026	₹16.6700

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 - IDCW is ₹16.5300. It's a Large Cap Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Large Cap Fund - Regular Plan - IDCW 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 - 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 - Regular Plan - IDCW has delivered a absolute return of -11.97% — -7.32 pp behind the Large Cap Fund category average of -4.65%. The fund ranks #20 of 21 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Large Cap Fund - Regular Plan - IDCW has delivered a CAGR of 0.92% — -7.58 pp behind the Large Cap Fund category average of 8.51%. The fund ranks #19 of 19 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Large Cap Fund - Regular Plan - IDCW has delivered a CAGR of -1.86% — -8.96 pp behind the Large Cap Fund category average of 7.10%. The fund ranks #16 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Large Cap Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹117,710 today — a multiplier of 1.18×, based on the 10-year CAGR of 1.64%. The category average over the same window would have grown ₹1 lakh to ₹143,082.

A ₹10,000 monthly SIP in Axis Large Cap Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹546,322 today. That's an XIRR (money-weighted annualised return) of -3.67%.

A ₹10,000 monthly SIP for 10 years in Axis Large Cap Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,188,763 (multiplier 0.99×). XIRR: -0.19%. 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 - IDCW ranks #16 out of 16 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 7.10%; this fund delivered -1.86%.

The worst peak-to-trough decline Axis Large Cap Fund - Regular Plan - IDCW has experienced over the last 5-year window is 31.44% — its NAV fell from a high on 14 Oct 2021 to a low on 15 Mar 2023. 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 - IDCW averaged 4.22% (best 11.33%, worst -5.31%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is -0.46 — negative risk-adjusted performance.

In calendar year 2025, Axis Large Cap Fund - Regular Plan - IDCW returned 0.51% — lagging the Large Cap Fund category average of 2.57% by 2.06 pp. It ranked #18 of 21 in its category that year.

Axis Large Cap Fund - Regular 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 - Regular 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: 31.4%. 5-year CAGR: -1.86%.

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