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: -0.97%.

Axis

Axis Large Cap Fund - Regular Plan - IDCW

Latest NAV

₹17.5800

As of

17 Jul 2026

4,080 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	+0.75%	+0.63%	+0.12	7 / 22	Q2
1W	+0.40%	+0.14%	+0.26	4 / 22	Q1
2W	+0.17%	+0.21%	-0.04	12 / 22	Q3
1M	+2.33%	+1.37%	+0.96	3 / 22	Q1
3M	+2.63%	+1.50%	+1.13	2 / 22	Q1
6M	-9.10%	-3.37%	-5.73	20 / 22	Q4
YTD	-10.53%	-5.00%	-5.54	19 / 21	Q4
1Y	-7.91%	-2.98%	-4.93	16 / 21	Q4
2Y	-5.70%	-3.25%	-2.45	17 / 21	Q4
3Y	+1.05%	+7.95%	-6.90	16 / 19	Q4
4Y	+1.66%	+9.83%	-8.17	18 / 18	Q4
5Y	-0.97%	+7.68%	-8.65	16 / 16	Q4
7Y	+1.86%	+9.97%	-8.10	12 / 12	Q4
10Y	+2.00%	+3.79%	-1.79	6 / 7	Q4
Inception	+3.42%	+6.27%	-2.85	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	-10.53%	-5.00%	-5.54	19 / 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

+4.33%

190 windows

min -22.5% · max 41.6%

57% positive

3-Year rolling

+4.32%

165 windows

min -5.6% · max 19.4%

86% positive

5-Year rolling

+4.21%

141 windows

min -3.7% · max 11.1%

92% positive

7-Year rolling

+3.92%

117 windows

min 0.5% · max 7.9%

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

13.21%

3-year · annualised

Sharpe ratio

-0.35

vs risk-free 6.5%

Sortino ratio

-0.48

Downside-only deviation

Max drawdown

-26.09%

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
quant Large Cap Fund - IDCW Option - Regular Plan	Quant	₹16.0168	17 Jul 2026
Motilal Oswal Large Cap Regular Plan IDCW	Motilal Oswal	₹12.2616	17 Jul 2026
Parag Parikh Large Cap Fund - Regular Plan - IDCW	Parag Parikh	₹9.6698	17 Jul 2026
BARODA BNP PARIBAS LARGE CAP Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹21.4181	17 Jul 2026
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)	Canara Robeco	₹28.5500	17 Jul 2026
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - IDCW	Bajaj Finserv	₹10.0990	17 Jul 2026
BANK OF INDIA Large Cap Fund Regular Plan IDCW	Bank of India	₹16.7100	17 Jul 2026
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹24.1700	17 Jul 2026
ITI Large Cap Fund - Regular Plan - IDCW Option	ITI	₹16.3622	17 Jul 2026
JM Large Cap Fund (Regular) - Annual IDCW		₹30.4937	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹17.5800
16 Jul 2026	₹17.4500
15 Jul 2026	₹17.4600
14 Jul 2026	₹17.3800
13 Jul 2026	₹17.4800
10 Jul 2026	₹17.5100
9 Jul 2026	₹17.3500
8 Jul 2026	₹17.2500
7 Jul 2026	₹17.6300
6 Jul 2026	₹17.6700

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 17 Jul 2026, the NAV of Axis Large Cap Fund - Regular Plan - IDCW is ₹17.5800. 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 6 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 -7.91% — -4.93 pp behind the Large Cap Fund category average of -2.98%. The fund ranks #16 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 1.05% — -6.9 pp behind the Large Cap Fund category average of 7.95%. The fund ranks #16 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 -0.97% — -8.65 pp behind the Large Cap Fund category average of 7.68%. 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 ₹121,914 today — a multiplier of 1.22×, based on the 10-year CAGR of 2.00%. The category average over the same window would have grown ₹1 lakh to ₹145,028.

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 ₹580,836 today. That's an XIRR (money-weighted annualised return) of -1.28%.

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 ₹1,261,722 (multiplier 1.05×). XIRR: 0.99%. 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 7.68%; this fund delivered -0.97%.

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 4.21% (best 11.15%, worst -3.68%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is -0.38 — 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: -0.97%.

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