Previously Known As : Axis Growth Opportunities Fund
Axis Large & Mid Cap Fund Datagrid
Category Large & Mid Cap Fund
BMSMONEY Rank 14
Rating
Growth Option 20-05-2026
NAV ₹33.02(R) +0.64% ₹36.71(D) +0.63%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.8% 16.51% 14.42% 17.4% -%
Direct 6.93% 17.81% 15.83% 19.0% -%
Nifty Large Midcap 250 TRI 3.86% 17.45% 15.58% 16.59% 16.26%
SIP (XIRR) Regular 2.43% 9.3% 12.51% 15.91% -%
Direct 3.55% 10.55% 13.83% 17.41% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.69 0.3 0.61 1.42% -0.48
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.88% -20.97% -15.96% 0.87 10.96%
Fund AUM As on: 30/12/2025 15445 Cr
Top Large & Mid Cap Fund
Fund Name Rank Rating
Bandhan Large & Mid Cap Fund 1
UTI Large & Mid Cap Fund 2
Icici Prudential Large & Mid Cap Fund 3
motilal oswal large and midcap fund 4
HSBC Large & Mid Cap Fund 5
Kotak Large & Midcap Fund 6

NAV Date: 20-05-2026

Scheme Name NAV Rupee Change Percent Change
Axis Growth Opportunities Fund - Regular Plan - IDCW 19.26
0.1200
0.6300%
Axis Growth Opportunities Fund - Direct Plan - IDCW 24.63
0.1500
0.6100%
Axis Growth Opportunities Fund - Regular Plan - Growth 33.02
0.2100
0.6400%
Axis Growth Opportunities Fund - Direct Plan - Growth 36.71
0.2300
0.6300%

Review Date: 20-05-2026

Beginning of Analysis

Axis Large & Mid Cap Fund is the 9th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The Axis Large & Mid Cap Fund has shown a very good past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 1.42% which is higher than the category average of -0.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.56.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large & Mid Cap Mutual Funds are ideal for investors seeking a balanced exposure to both large-cap stability and mid-cap growth potential. These funds allocate a minimum of 35% each to large-cap and mid-cap stocks, offering a diversified portfolio with a balanced risk-return profile. While they provide the potential for higher returns through mid-cap stocks, they also carry higher risks due to mid-cap volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to balance large-cap and mid-cap allocations effectively.

Axis Large & Mid Cap Fund Return Analysis

The Axis Large & Mid Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large & Mid Cap Fund peers and the Nifty Large Midcap 250 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large & Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 0.85%, -0.3 and -1.24 in last one, three and six months respectively. In the same period the category average return was -0.41%, -1.42% and -3.56% respectively.
  • Axis Large & Mid Cap Fund has given a return of 6.93% in last one year. In the same period the Nifty Large Midcap 250 TRI return was 3.86%. The fund has given 3.07% more return than the benchmark return.
  • The fund has given a return of 17.81% in last three years and rank 13th out of twenty six funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 17.45%. The fund has given 0.36% more return than the benchmark return.
  • Axis Large & Mid Cap Fund has given a return of 15.83% in last five years and category average returns is 16.1% in same period. The fund ranked 15th out of twenty six funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 15.58%. The fund has given 0.25% more return than the benchmark return.
  • The fund has given a SIP return of 3.55% in last one year whereas category average SIP return is 0.01%. The fund one year return rank in the category is 7th in 31 funds
  • The fund has SIP return of 10.55% in last three years and ranks 6th in 26 funds. motilal oswal large and midcap fund has given the highest SIP return (15.84%) in the category in last three years.
  • The fund has SIP return of 13.83% in last five years whereas category average SIP return is 13.63%.

Axis Large & Mid Cap Fund Risk Analysis

  • The fund has a standard deviation of 13.88 and semi deviation of 10.96. The category average standard deviation is 15.42 and semi deviation is 11.97.
  • The fund has a Value at Risk (VaR) of -20.97 and a maximum drawdown of -15.96. The category average VaR is -24.41 and the maximum drawdown is -18.62. The fund has a beta of 0.83 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large & Mid Cap Fund Category
  • Good Performance in Large & Mid Cap Fund Category
  • Poor Performance in Large & Mid Cap Fund Category
  • Very Poor Performance in Large & Mid Cap Fund Category

    • 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
    1M Return % 0.76 -0.25
    -0.50
    		-3.06 | 6.81 5 | 33 Very Good
    3M Return % -0.57 -1.82
    -1.70
    		-5.91 | 11.26 8 | 33 Very Good
    6M Return % -1.78 -3.74
    -4.12
    		-9.49 | 3.05 4 | 33 Very Good
    1Y Return % 5.80 3.86
    2.92
    		-6.66 | 11.19 7 | 31 Very Good
    3Y Return % 16.51 17.45
    16.59
    		9.01 | 23.79 12 | 26 Good
    5Y Return % 14.42 15.58
    14.79
    		9.87 | 20.35 14 | 26 Good
    7Y Return % 17.40 16.59
    15.40
    		11.91 | 18.87 3 | 22 Very Good
    1Y SIP Return % 2.43
    -1.14
    		-12.03 | 13.00 7 | 31 Very Good
    3Y SIP Return % 9.30
    7.98
    		0.22 | 14.48 6 | 26 Very Good
    5Y SIP Return % 12.51
    12.33
    		6.79 | 18.97 11 | 26 Good
    7Y SIP Return % 15.91
    15.43
    		11.13 | 19.37 10 | 22 Good
    Standard Deviation 13.88
    15.42
    		13.13 | 19.69 3 | 26 Very Good
    Semi Deviation 10.96
    11.97
    		10.18 | 15.31 4 | 26 Very Good
    Max Drawdown % -15.96
    -18.62
    		-24.53 | -13.76 3 | 26 Very Good
    VaR 1 Y % -20.97
    -24.41
    		-36.86 | -16.24 5 | 26 Very Good
    Average Drawdown % -10.18
    -9.60
    		-12.26 | -6.50 14 | 26 Good
    Sharpe Ratio 0.69
    0.56
    		0.11 | 0.89 7 | 26 Very Good
    Sterling Ratio 0.61
    0.52
    		0.23 | 0.72 7 | 26 Very Good
    Sortino Ratio 0.30
    0.25
    		0.07 | 0.40 8 | 26 Good
    Jensen Alpha % 1.42
    -0.61
    		-7.82 | 4.21 7 | 26 Very Good
    Treynor Ratio -0.48
    -0.44
    		-0.51 | -0.37 24 | 26 Poor
    Modigliani Square Measure % 16.96
    14.74
    		7.53 | 20.07 7 | 26 Very Good
    Alpha % -1.33
    -1.25
    		-8.99 | 4.02 13 | 26 Good
    Return data last Updated On : May 20, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty Large Midcap 250 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.85 -0.25 -0.41 -2.98 | 6.92 6 | 33 Very Good
    3M Return % -0.30 -1.82 -1.42 -5.67 | 11.59 8 | 33 Very Good
    6M Return % -1.24 -3.74 -3.56 -9.00 | 3.67 5 | 33 Very Good
    1Y Return % 6.93 3.86 4.13 -5.63 | 12.40 8 | 31 Very Good
    3Y Return % 17.81 17.45 17.88 10.21 | 25.29 13 | 26 Good
    5Y Return % 15.83 15.58 16.10 10.78 | 21.98 15 | 26 Average
    7Y Return % 19.00 16.59 16.65 12.86 | 20.30 2 | 22 Very Good
    1Y SIP Return % 3.55 0.01 -11.07 | 14.35 7 | 31 Very Good
    3Y SIP Return % 10.55 9.21 1.39 | 15.84 6 | 26 Very Good
    5Y SIP Return % 13.83 13.63 8.03 | 20.50 12 | 26 Good
    7Y SIP Return % 17.41 16.72 12.31 | 20.81 8 | 22 Good
    Standard Deviation 13.88 15.42 13.13 | 19.69 3 | 26 Very Good
    Semi Deviation 10.96 11.97 10.18 | 15.31 4 | 26 Very Good
    Max Drawdown % -15.96 -18.62 -24.53 | -13.76 3 | 26 Very Good
    VaR 1 Y % -20.97 -24.41 -36.86 | -16.24 5 | 26 Very Good
    Average Drawdown % -10.18 -9.60 -12.26 | -6.50 14 | 26 Good
    Sharpe Ratio 0.69 0.56 0.11 | 0.89 7 | 26 Very Good
    Sterling Ratio 0.61 0.52 0.23 | 0.72 7 | 26 Very Good
    Sortino Ratio 0.30 0.25 0.07 | 0.40 8 | 26 Good
    Jensen Alpha % 1.42 -0.61 -7.82 | 4.21 7 | 26 Very Good
    Treynor Ratio -0.48 -0.44 -0.51 | -0.37 24 | 26 Poor
    Modigliani Square Measure % 16.96 14.74 7.53 | 20.07 7 | 26 Very Good
    Alpha % -1.33 -1.25 -8.99 | 4.02 13 | 26 Good
    Return data last Updated On : May 20, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 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
    20-05-2026 33.02 36.71
    19-05-2026 32.81 36.48
    18-05-2026 32.74 36.4
    15-05-2026 32.75 36.41
    14-05-2026 32.87 36.54
    13-05-2026 32.45 36.07
    12-05-2026 32.4 36.01
    11-05-2026 33.12 36.81
    08-05-2026 33.49 37.22
    07-05-2026 33.55 37.29
    06-05-2026 33.42 37.14
    05-05-2026 32.88 36.54
    04-05-2026 32.85 36.51
    30-04-2026 32.74 36.38
    29-04-2026 32.94 36.6
    28-04-2026 32.82 36.47
    27-04-2026 32.96 36.62
    24-04-2026 32.59 36.21
    23-04-2026 32.81 36.45
    22-04-2026 32.96 36.62
    21-04-2026 33.01 36.66
    20-04-2026 32.77 36.4

    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.