Should I invest in Axis Large & Mid Cap Fund?

We don't give personal investment advice. Axis Large & Mid 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: 32.9%. 5-year CAGR: 3.80%.

Axis

Axis Large & Mid Cap Fund - Regular Plan - IDCW

Latest NAV

₹19.2100

As of

2 Jun 2026

1,875 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	+0.47%	+0.22%	+0.25	2 / 17	Q1
1W	-1.44%	-1.78%	+0.34	3 / 17	Q1
2W	+0.37%	+0.03%	+0.34	6 / 17	Q2
1M	+0.26%	-0.50%	+0.76	3 / 17	Q1
3M	+0.63%	-1.23%	+1.86	8 / 17	Q2
6M	-8.91%	-6.29%	-2.62	13 / 17	Q4
YTD	-8.65%	-6.24%	-2.42	13 / 17	Q4
1Y	-4.14%	-2.39%	-1.75	11 / 16	Q3
2Y	-2.46%	+0.29%	-2.74	10 / 14	Q3
3Y	+6.55%	+10.11%	-3.56	10 / 12	Q4
4Y	+5.60%	+9.90%	-4.31	10 / 12	Q4
5Y	+3.80%	+8.33%	-4.53	10 / 11	Q4
7Y	+8.40%	+10.09%	-1.69	6 / 7	Q4
10Y	—	—	—	—	—
Inception	+8.95%	+8.62%	+0.32	12 / 17	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	-8.65%	-6.24%	-2.42	13 / 17
2025	-3.67%	-1.18%	-2.49	12 / 16
2024	+15.67%	+19.96%	-4.29	10 / 12
2023	+16.16%	+22.10%	-5.94	11 / 12
2022	-17.40%	-5.07%	-12.33	12 / 12
2021	+31.05%	+35.83%	-4.78	8 / 11
2020	+24.49%	+13.27%	+11.23	1 / 10
2019	+16.05%	+11.21%	+4.83	1 / 6
2018	—	—	—	—

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

+11.54%

81 windows

min -26.0% · max 58.6%

62% positive

3-Year rolling

+10.22%

57 windows

min 0.1% · max 24.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+10.88%

32 windows

min 3.1% · max 15.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+9.43%

8 windows

min 7.2% · max 11.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

16.32%

3-year · annualised

Sharpe ratio

0.08

vs risk-free 6.5%

Sortino ratio

0.10

Downside-only deviation

Max drawdown

-25.20%

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 & Mid Cap Fund

Scheme	Fund house	NAV	As of
Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹24.7839	3 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW	Mirae Asset	₹45.9140	3 Jun 2026
Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹32.8690	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular IDCW	HSBC	₹19.8946	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option	Baroda BNP Paribas	₹17.3840	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - IDCW Option	PGIM India	₹10.9600	3 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- IDCW	Bajaj Finserv	₹11.7760	3 Jun 2026
Helios Large & Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹10.7300	3 Jun 2026
ITI Large & Midcap Fund - Regular Plan - IDCW Option	ITI	₹9.2800	3 Jun 2026
JM Large & Mid Cap Fund (Regular) - IDCW		₹9.9095	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹19.2100
1 Jun 2026	₹19.1200
31 May 2026	₹19.3300
29 May 2026	₹19.3300
27 May 2026	₹19.5800
26 May 2026	₹19.4900
25 May 2026	₹19.4700
22 May 2026	₹19.3100
21 May 2026	₹19.2500
20 May 2026	₹19.2600

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 02 Jun 2026, the NAV of Axis Large & Mid Cap Fund - Regular Plan - IDCW is ₹19.2100. It's a Large & Mid Cap Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Large & Mid Cap Fund - Regular Plan - IDCW has NAV history starting from 26 Oct 2018, a track record of about 7 years 7 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 & Mid Cap Fund - Regular Plan - IDCW is managed by Axis. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Large & Mid Cap Fund - Regular Plan - IDCW has delivered a absolute return of -4.14% — -1.75 pp behind the Large & Mid Cap Fund category average of -2.39%. The fund ranks #11 of 16 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Large & Mid Cap Fund - Regular Plan - IDCW has delivered a CAGR of 6.55% — -3.56 pp behind the Large & Mid Cap Fund category average of 10.11%. The fund ranks #10 of 12 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Large & Mid Cap Fund - Regular Plan - IDCW has delivered a CAGR of 3.80% — -4.53 pp behind the Large & Mid Cap Fund category average of 8.33%. The fund ranks #10 of 11 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Large & Mid Cap Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹120,514 today — a multiplier of 1.21×, based on the 5-year CAGR of 3.80%. The category average over the same window would have grown ₹1 lakh to ₹149,224.

A ₹10,000 monthly SIP in Axis Large & Mid Cap Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹631,647 today. That's an XIRR (money-weighted annualised return) of 2.03%.

Axis Large & Mid Cap Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,013,822 — XIRR 5.29%.

On a 5-year basis, Axis Large & Mid Cap Fund - Regular Plan - IDCW ranks #10 out of 11 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 8.33%; this fund delivered 3.80%.

The worst peak-to-trough decline Axis Large & Mid Cap Fund - Regular Plan - IDCW has experienced over the last 5-year window is 32.87% — its NAV fell from a high on 18 Oct 2021 to a low on 28 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 & Mid Cap Fund - Regular Plan - IDCW averaged 10.88% (best 15.49%, worst 3.09%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.07 — negative risk-adjusted performance.

In calendar year 2025, Axis Large & Mid Cap Fund - Regular Plan - IDCW returned -3.67% — lagging the Large & Mid Cap Fund category average of -1.18% by 2.49 pp. It ranked #12 of 16 in its category that year.

Axis Large & Mid 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 & Mid 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: 32.9%. 5-year CAGR: 3.80%.

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

Axis Large & Mid Cap Fund - Regular Plan - IDCW

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Large & Mid Cap Fund

Recent NAVs

Frequently asked questions

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