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Scheme Information
Axis Large & Mid Cap Reg IDCW-R
as of 20 Apr 2026, 12:53 PM
Scheme Asset Size₹13973.12 Cr
Expense Ratio1.69%
Cash Holding4.48503%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty LargeMidcap 250 TR INR
Launch Date2018-10-22
Exit LoadExit load of 1.00% for investments if redeemed within 12 Months
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 5.47%
In the last 3 months -0.89%
In the last 6 months -2.63%
In the last 1 Years 8.56%
In the last 3 Years 0.66%
In the last 5 Years 0.95%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 4.85% |
| ICICI Bank Ltd | Financial Services | E | 4.63% |
| Reliance Industries Ltd | Energy | E | 2.69% |
| State Bank of India | Financial Services | E | 2.68% |
| Torrent Power Ltd | Utilities | E | 2.24% |
| Shriram Finance Ltd | Financial Services | E | 2.22% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 2.00% |
| Bharti Airtel Ltd | Communication Services | E | 1.97% |
| Larsen & Toubro Ltd | Industrials | E | 1.88% |
| GE Vernova T&D India Ltd | Industrials | E | 1.87% |
| The Federal Bank Ltd | Financial Services | E | 1.79% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 1.70% |
| Infosys Ltd | Technology | E | 1.70% |
| Divi's Laboratories Ltd | Healthcare | E | 1.62% |
| BSE Ltd | Financial Services | E | 1.61% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 1.60% |
| Axis Bank Ltd | Financial Services | E | 1.49% |
| Eternal Ltd | Consumer Cyclical | E | 1.34% |
| Fortis Healthcare Ltd | Healthcare | E | 1.33% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 1.24% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Technology | E | 1.18% |
| Torrent Pharmaceuticals Ltd | Healthcare | E | 1.17% |
| Bharat Electronics Ltd | Industrials | E | 1.16% |
| Bajaj Finance Ltd | Financial Services | E | 1.14% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.12% |
| IndusInd Bank Ltd | Financial Services | E | 1.11% |
| Apar Industries Ltd | Industrials | E | 1.09% |
| Schaeffler India Ltd | Consumer Cyclical | E | 1.02% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.99% |
| Alphabet Inc Class A | Communication Services | E | 0.99% |
| Premier Energies Ltd | Technology | E | 0.99% |
| Tech Mahindra Ltd | Technology | E | 0.98% |
| Mankind Pharma Ltd | Healthcare | E | 0.98% |
| Coforge Ltd | Technology | E | 0.97% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 0.97% |
| UltraTech Cement Ltd | Basic Materials | E | 0.95% |
| Bharat Heavy Electricals Ltd | Industrials | E | 0.94% |
| Supreme Industries Ltd | Industrials | E | 0.94% |
| RBL Bank Ltd | Financial Services | E | 0.92% |
| Blue Star Ltd | Industrials | E | 0.91% |
| Pidilite Industries Ltd | Basic Materials | E | 0.91% |
| Phoenix Mills Ltd | Real Estate | E | 0.88% |
| Sundaram Finance Ltd | Financial Services | E | 0.86% |
| Hindalco Industries Ltd | Basic Materials | E | 0.86% |
| Solar Industries India Ltd | Basic Materials | E | 0.86% |
| Indian Bank | Financial Services | E | 0.84% |
| Nifty April 2026 Future | - | EL | 0.83% |
| Lupin Ltd | Healthcare | E | 0.80% |
| Axis NIFTY 50 ETF | - | FE | 0.75% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 0.74% |
| Mphasis Ltd | Technology | E | 0.72% |
| iShares NASDAQ 100 ETF USD Acc | - | FE | 0.71% |
| Titan Co Ltd | Consumer Cyclical | E | 0.68% |
| Persistent Systems Ltd | Technology | E | 0.67% |
| Avenue Supermarts Ltd | Consumer Defensive | E | 0.65% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 0.65% |
| iShares Core S&P 500 ETF USD Acc | - | FE | 0.64% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.63% |
| Cummins India Ltd | Industrials | E | 0.63% |
| AU Small Finance Bank Ltd | Financial Services | E | 0.62% |
| Minda Corp Ltd | Consumer Cyclical | E | 0.62% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 0.62% |
| CG Power & Industrial Solutions Ltd | Industrials | E | 0.60% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.57% |
| AstraZeneca PLC | Healthcare | E | 0.56% |
| Coromandel International Ltd | Basic Materials | E | 0.54% |
| TJX Companies Inc | Consumer Cyclical | E | 0.53% |
| Indian Hotels Co Ltd | Consumer Cyclical | E | 0.53% |
| Vijaya Diagnostic Centre Ltd | Healthcare | E | 0.52% |
| NVIDIA Corp | Technology | E | 0.52% |
| Anthem Biosciences Ltd | Healthcare | E | 0.50% |
| Tbill | - | BT | 0.50% |
| Glenmark Pharmaceuticals Ltd | Healthcare | E | 0.50% |
| Berger Paints India Ltd | Basic Materials | E | 0.48% |
| PB Fintech Ltd | Financial Services | E | 0.47% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 0.46% |
| Varun Beverages Ltd | Consumer Defensive | E | 0.45% |
| Swiggy Ltd | Consumer Cyclical | E | 0.45% |
| InterGlobe Aviation Ltd | Industrials | E | 0.45% |
| Linde India Ltd | Basic Materials | E | 0.44% |
| Tata Capital Ltd | Financial Services | E | 0.43% |
| ITC Hotels Ltd | Consumer Cyclical | E | 0.43% |
| KEI Industries Ltd | Industrials | E | 0.42% |
| Tata Steel Ltd | Basic Materials | E | 0.41% |
| Birlasoft Ltd | Technology | E | 0.39% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 0.38% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 0.37% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.37% |
| Lenskart Solutions Ltd | Healthcare | E | 0.35% |
| Parker Hannifin Corp | Industrials | E | 0.33% |
| Jyoti CNC Automation Ltd | Industrials | E | 0.32% |
| Uber Technologies Inc | Technology | E | 0.30% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 0.29% |
| Ashok Leyland Ltd | Industrials | E | 0.28% |
| Microsoft Corp | Technology | E | 0.28% |
| Visa Inc Class A | Financial Services | E | 0.27% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 0.26% |
| Dabur India Ltd | Consumer Defensive | E | 0.26% |
| Bandhan Bank Ltd | Financial Services | E | 0.24% |
| Dixon Technologies (India) Ltd | Technology | E | 0.24% |
| Meta Platforms Inc Class A | Communication Services | E | 0.21% |
| Boston Scientific Corp | Healthcare | E | 0.21% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 0.20% |
| LG Electronics India Ltd | Technology | E | 0.19% |
| Coca-Cola Co | Consumer Defensive | E | 0.18% |
| AutoZone Inc | Consumer Cyclical | E | 0.16% |
| HDFC Asset Management Co Ltd | Financial Services | E | 0.02% |
| Tvs Motor Company Limited | - | P | 0.00856% |
| Clearing Corporation Of India Ltd | - | CR | 4.69% |
| Net Receivables / (Payables) | - | CA | 0.70% |
| Hyundai Motor India Ltd | - | E | - |
| Bharat Petroleum Corp Ltd | - | E | - |
| Gland Pharma Ltd | - | E | - |
| SBI Cards and Payment Services Ltd Ordinary Shares | - | E | - |
| Godrej Consumer Products Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
95.51%
Cash
4.49%
Equity sector allocation
Loading chart…
Basic Materials
5.52%
Communication Services
4.98%
Consumer Cyclical
11.9%
Consumer Defensive
2.36%
Energy
2.8%
Financial Services
31.3%
Healthcare
10.55%
Industrials
11.95%
Real Estate
1.26%
Technology
9.76%
Utilities
2.29%
Others
5.33%
Fund House Contact Details
Websitewww.axismf.com
Phone8108622211
Axis Asset Management Company Limited
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.13%
56.53%
3Y Returns
+56.53%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.13%
56.53%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.13%
56.53%
3Y Returns
+45.98%
About Axis Large & Mid Cap Reg IDCW-R
Investment Objective of the Scheme
To generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments both in India as well as overseas.There is no assurance that the investment objective of the Scheme will be achieved.
Key Features of The Fund
5-year return
+14.32%
Fund Manager
Shreyash Devalkar
Risk Profile
Very High Risk
Expense Ratio
1.69%
Fund Size
₹13973.12 Cr
FAQ's
What has been the returns generated by Axis Large & Mid Cap Reg IDCW-R over different time periods?
The Axis Large & Mid Cap Reg IDCW-R has given returns
1-Year
8.56
3-Year
18.52
5-Year
14.32
What is the expense ratio of Axis Large & Mid Cap Reg IDCW-R?
The expense ratio of Axis Large & Mid Cap Reg IDCW-R is 1.69%.
What is the AUM (Assets Under Management) of Axis Large & Mid Cap Reg IDCW-R?
The AUM, short for Assets Under Management of Axis Large & Mid Cap Reg IDCW-R is ₹13973.12 Cr as of 26 Nov 6397.
What are the top stock holdings of Axis Large & Mid Cap Reg IDCW-R?
The Axis Large & Mid Cap Reg IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 4.85% |
| ICICI Bank Ltd | 4.63% |
| Reliance Industries Ltd | 2.69% |
| State Bank of India | 2.68% |
| Torrent Power Ltd | 2.24% |
| Shriram Finance Ltd | 2.22% |
| Multi Commodity Exchange of India Ltd | 2.00% |
| Bharti Airtel Ltd | 1.97% |
| Larsen & Toubro Ltd | 1.88% |
| GE Vernova T&D India Ltd | 1.87% |
| The Federal Bank Ltd | 1.79% |
| Mahindra & Mahindra Ltd | 1.70% |
| Infosys Ltd | 1.70% |
| Divi's Laboratories Ltd | 1.62% |
| BSE Ltd | 1.61% |
| Indus Towers Ltd Ordinary Shares | 1.60% |
| Axis Bank Ltd | 1.49% |
| Eternal Ltd | 1.34% |
| Fortis Healthcare Ltd | 1.33% |
| Sun Pharmaceuticals Industries Ltd | 1.24% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 1.18% |
| Torrent Pharmaceuticals Ltd | 1.17% |
| Bharat Electronics Ltd | 1.16% |
| Bajaj Finance Ltd | 1.14% |
| Kotak Mahindra Bank Ltd | 1.12% |
| IndusInd Bank Ltd | 1.11% |
| Apar Industries Ltd | 1.09% |
| Schaeffler India Ltd | 1.02% |
| Vishal Mega Mart Ltd | 0.99% |
| Alphabet Inc Class A | 0.99% |
| Premier Energies Ltd | 0.99% |
| Tech Mahindra Ltd | 0.98% |
| Mankind Pharma Ltd | 0.98% |
| Coforge Ltd | 0.97% |
| Sona BLW Precision Forgings Ltd | 0.97% |
| UltraTech Cement Ltd | 0.95% |
| Bharat Heavy Electricals Ltd | 0.94% |
| Supreme Industries Ltd | 0.94% |
| RBL Bank Ltd | 0.92% |
| Blue Star Ltd | 0.91% |
| Pidilite Industries Ltd | 0.91% |
| Phoenix Mills Ltd | 0.88% |
| Sundaram Finance Ltd | 0.86% |
| Hindalco Industries Ltd | 0.86% |
| Solar Industries India Ltd | 0.86% |
| Indian Bank | 0.84% |
| Nifty April 2026 Future | 0.83% |
| Lupin Ltd | 0.80% |
| Axis NIFTY 50 ETF | 0.75% |
| TVS Motor Co Ltd | 0.74% |
| Mphasis Ltd | 0.72% |
| iShares NASDAQ 100 ETF USD Acc | 0.71% |
| Titan Co Ltd | 0.68% |
| Persistent Systems Ltd | 0.67% |
| Avenue Supermarts Ltd | 0.65% |
| Apollo Hospitals Enterprise Ltd | 0.65% |
| iShares Core S&P 500 ETF USD Acc | 0.64% |
| HDFC Life Insurance Co Ltd | 0.63% |
| Cummins India Ltd | 0.63% |
| AU Small Finance Bank Ltd | 0.62% |
| Minda Corp Ltd | 0.62% |
| Cholamandalam Investment and Finance Co Ltd | 0.62% |
| CG Power & Industrial Solutions Ltd | 0.60% |
| UNO Minda Ltd | 0.57% |
| AstraZeneca PLC | 0.56% |
| Coromandel International Ltd | 0.54% |
| TJX Companies Inc | 0.53% |
| Indian Hotels Co Ltd | 0.53% |
| Vijaya Diagnostic Centre Ltd | 0.52% |
| NVIDIA Corp | 0.52% |
| Anthem Biosciences Ltd | 0.50% |
| Tbill | 0.50% |
| Glenmark Pharmaceuticals Ltd | 0.50% |
| Berger Paints India Ltd | 0.48% |
| PB Fintech Ltd | 0.47% |
| Jubilant Foodworks Ltd | 0.46% |
| Varun Beverages Ltd | 0.45% |
| Swiggy Ltd | 0.45% |
| InterGlobe Aviation Ltd | 0.45% |
| Linde India Ltd | 0.44% |
| Tata Capital Ltd | 0.43% |
| ITC Hotels Ltd | 0.43% |
| KEI Industries Ltd | 0.42% |
| Tata Steel Ltd | 0.41% |
| Birlasoft Ltd | 0.39% |
| Hindustan Unilever Ltd | 0.38% |
| Mahindra & Mahindra Financial Services Ltd | 0.37% |
| Prestige Estates Projects Ltd | 0.37% |
| Lenskart Solutions Ltd | 0.35% |
| Parker Hannifin Corp | 0.33% |
| Jyoti CNC Automation Ltd | 0.32% |
| Uber Technologies Inc | 0.30% |
| Colgate-Palmolive (India) Ltd | 0.29% |
| Ashok Leyland Ltd | 0.28% |
| Microsoft Corp | 0.28% |
| Visa Inc Class A | 0.27% |
| FSN E-Commerce Ventures Ltd | 0.26% |
| Dabur India Ltd | 0.26% |
| Bandhan Bank Ltd | 0.24% |
| Dixon Technologies (India) Ltd | 0.24% |
| Meta Platforms Inc Class A | 0.21% |
| Boston Scientific Corp | 0.21% |
| Maruti Suzuki India Ltd | 0.20% |
| LG Electronics India Ltd | 0.19% |
| Coca-Cola Co | 0.18% |
| AutoZone Inc | 0.16% |
| HDFC Asset Management Co Ltd | 0.02% |
| Tvs Motor Company Limited | 0.01% |
| Clearing Corporation Of India Ltd | 4.69% |
| Net Receivables / (Payables) | 0.70% |
| Hyundai Motor India Ltd | - |
| Bharat Petroleum Corp Ltd | - |
| Gland Pharma Ltd | - |
| SBI Cards and Payment Services Ltd Ordinary Shares | - |
| Godrej Consumer Products Ltd | - |
In which sectors has Axis Large & Mid Cap Reg IDCW-R invested in?
The Axis Large & Mid Cap Reg IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 5.52% |
| Communication Services | 4.98% |
| Consumer Cyclical | 11.90% |
| Consumer Defensive | 2.36% |
| Energy | 2.80% |
| Financial Services | 31.30% |
| Healthcare | 10.55% |
| Industrials | 11.95% |
| Real Estate | 1.26% |
| Technology | 9.76% |
| Utilities | 2.29% |
What is the risk level of Axis Large & Mid Cap Reg IDCW-R?
This is a Large & Mid-Cap fund comes with Very High Risk.
Who are the fund managers of Axis Large & Mid Cap Reg IDCW-R?
Axis Large & Mid Cap Reg IDCW-R fund managers are Shreyash Devalkar, Hitesh Das, Krishnaa N.
Is there a minimum SIP amount to invest in Axis Large & Mid Cap Reg IDCW-R?
The minimum SIP amount to start investment in Axis Large & Mid Cap Reg IDCW-R is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Axis Large & Mid Cap Reg IDCW-R both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Axis Large & Mid Cap Reg IDCW-R on the basis of your investment objective and risk tolerance.
How to invest in Axis Large & Mid Cap Reg IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Axis Large & Mid Cap Reg IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Axis Large & Mid Cap Reg IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Axis Large & Mid Cap Reg IDCW-R?
The exit load of Axis Large & Mid Cap Reg IDCW-R is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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