Previously Known As : Axis Growth Opportunities Fund
Axis Large & Mid Cap Fund Datagrid
Category Large & Mid Cap Fund
BMSMONEY Rank 10
Rating
Growth Option
NAV (R) % (D) %
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular
Direct
Nifty Large Midcap 250 TRI 13.26% 18.61% 16.52% 16.1% 16.17%
SIP (XIRR) Regular
Direct
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.13 0.55 0.78 1.76% -0.46
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.08% -17.34% -15.96% 0.85 9.03%
Fund AUM As on: 30/12/2025 15445 Cr

No data available

NAV Date:

no data

Review Date:

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 12.08
13.69
10.88 | 18.80 3 | 26 Very Good
Semi Deviation 9.03
10.20
7.77 | 14.56 3 | 26 Very Good
Max Drawdown % -15.96
-18.42
-24.27 | -13.76 3 | 26 Very Good
VaR 1 Y % -17.34
-18.90
-24.61 | -12.69 7 | 26 Very Good
Average Drawdown % -5.77
-6.49
-8.40 | -4.27 7 | 26 Very Good
Sharpe Ratio 1.13
0.93
0.52 | 1.31 7 | 26 Very Good
Sterling Ratio 0.78
0.67
0.46 | 0.90 8 | 26 Good
Sortino Ratio 0.55
0.45
0.26 | 0.65 8 | 26 Good
Jensen Alpha % 1.76
-1.14
-7.23 | 3.80 7 | 26 Very Good
Treynor Ratio -0.46
-0.41
-0.50 | -0.32 23 | 26 Poor
Modigliani Square Measure % 21.60
18.70
13.05 | 24.08 7 | 26 Very Good
Alpha % -2.08
-1.92
-8.54 | 3.67 12 | 26 Good
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 12.08 13.69 10.88 | 18.80 3 | 26 Very Good
Semi Deviation 9.03 10.20 7.77 | 14.56 3 | 26 Very Good
Max Drawdown % -15.96 -18.42 -24.27 | -13.76 3 | 26 Very Good
VaR 1 Y % -17.34 -18.90 -24.61 | -12.69 7 | 26 Very Good
Average Drawdown % -5.77 -6.49 -8.40 | -4.27 7 | 26 Very Good
Sharpe Ratio 1.13 0.93 0.52 | 1.31 7 | 26 Very Good
Sterling Ratio 0.78 0.67 0.46 | 0.90 8 | 26 Good
Sortino Ratio 0.55 0.45 0.26 | 0.65 8 | 26 Good
Jensen Alpha % 1.76 -1.14 -7.23 | 3.80 7 | 26 Very Good
Treynor Ratio -0.46 -0.41 -0.50 | -0.32 23 | 26 Poor
Modigliani Square Measure % 21.60 18.70 13.05 | 24.08 7 | 26 Very Good
Alpha % -2.08 -1.92 -8.54 | 3.67 12 | 26 Good
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Axis Large & Mid Cap Fund NAV Regular Growth Axis Large & Mid Cap Fund NAV Direct Growth
09-04-2026 31.59 35.08
08-04-2026 31.7 35.19
07-04-2026 30.56 33.93
06-04-2026 30.44 33.79
02-04-2026 30.04 33.35
01-04-2026 30.08 33.4
30-03-2026 29.47 32.71
27-03-2026 30.15 33.47
25-03-2026 30.85 34.24
24-03-2026 30.25 33.57
23-03-2026 29.66 32.92
20-03-2026 30.51 33.86
19-03-2026 30.48 33.83
18-03-2026 31.39 34.83
17-03-2026 31.06 34.46
16-03-2026 30.74 34.11
13-03-2026 30.64 33.99
12-03-2026 31.33 34.76
11-03-2026 31.57 35.03
10-03-2026 32.04 35.54

Fund Launch Date: 01/Oct/2018
Fund Category: Large & Mid Cap Fund
Investment Objective: To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Description: An open-ended equity scheme investing in both large cap and mid cap stocks
Fund Benchmark: NIFTYLarge Midcap 250Index Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.