Investment Objective and Approach

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies. The fund follows a comprehensive investment strategy focusing on financially stable and well-established companies with proven track records.

Axis Large Cap Fund invests in large cap stocks that have growth potential and can offer long term earnings to investors. Large Cap funds invest a minimum of 65% of their total investible corpus in equity and equity related instruments of financially well-established companies. Large Cap funds mostly invest in stocks of companies that have a proven track record. Of its total assets, a Large Cap fund allocates a majority of its assets to companies with large market capitalization.

The fund's investment approach emphasizes:

- Focus on large-cap companies with strong fundamentals

- Diversified portfolio construction across sectors

- Long-term wealth creation strategy

- Risk-adjusted returns with lower volatility compared to mid and small-cap funds

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Fund Managers

Shreyash Devalkar is the Current Fund Manager of Axis Large Cap Fund Direct Growth fund. Shreyash Devalkar is a Bachelor of Chemical Engineering degree from UDCT, Mumbai and an MMS in Finance from Jamnalal Bajaj Institute of Management Studies.

Professional Experience:

Mr. Devalkar began his career as an Executive Engineer at Larsen & Toubro Limited back in 1999. He then moved on to become a manager at Calyon Bank in 2003. In 2004, he was hired as an Analyst at JP Morgan Services India Ltd. From there, he went on to become the Vice President of Research at IDFC Capital Ltd. Mr. Devalkar later on became the Vice President of Investments at IDFC Asset Management Company Ltd.

Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank. Mr. Devalkar has served as the Senior Fund Manager of Axis Bank Mutual Fund investment schemes since 2016.

Some of the key funds that Shreyash Devalkar manages include Axis Multicap Fund, Axis Mid Cap Fund, and Axis Bluechip Fund. His extensive experience across various financial institutions brings valuable expertise in equity research, portfolio management, and risk assessment.

About the Fund House (AMC)

Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. It was established in the year 2009 and has its headquarters in Mumbai.

Ownership Structure:

Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.

Key Highlights:

- As of March 31, 2024, the AMC has reported Assets Under Management (AMU) for schemes of Axis Mutual Funds at Rs. 2.74 lakh crores.

- Axis Bank Mutual Fund is also among India's fastest-growing AMCs with above 1.26 crore active customers across 100 Indian cities.

- It has 31 investment teams operating across 19 nations in the Middle East, Europe, America, and Asia.

Core Philosophy:

The Axis MF AMC was incorporated back in October 2009 and has since abided by its three pillars: I. Outside-in view – Communicate with customers in their language to assist better in taking the right investment decision. Long-term wealth creation – Encourage investors to create a long-term investment strategy and play a critical role in their wealth management. Long-term relationship – Build relationships beyond finances.

Should I Invest in Axis Large Cap Fund?

Axis Large Cap Fund is suitable for investors seeking:

Ideal Investor Profile:

- Therefore, they are more suited to conservative equity investors.

- Investors with long-term investment horizon (5+ years)

- Those seeking exposure to India's leading blue-chip companies

- Investors looking for relatively stable equity returns with lower volatility

Investment Considerations:

Minimum Investment Requirements:

- Min. investmentSIP ₹100 & Lump. ₹100

Performance Metrics (as of July 18, 2025):

- The AUM (i.e. assets under management) of Axis Large Cap Fund is ₹34373.88 Cr as of 18th July 2025.

- The expense ratio of Axis Large Cap Fund Plan is 0.69 as of 18th July 2025.

- Returns since inception · 12.29%p.a.

Investment Horizon:

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

Risk Considerations:

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Benefits:

- Large Cap mutual funds invest predominantly in large companies Such companies are traded frequently and hence liquid and also less volatile as these stocks have a proven track record, business models and are capable enough to deliver long term consistent returns.

- Asset Class benefit - Equity as an asset class holds the potential to beat inflation and generate long term wealth.

FAQs

What is today's NAV of Axis Large Cap Fund?

The NAV changes daily based on market movements. You can check the latest NAV on Allvest's platform or the fund's official website for real-time updates.

What is the AUM of Axis Large Cap Fund?

The AUM (assets under management) of Axis Large Cap Fund is ₹34373.88 Cr as of 18th July 2025.

What is the expense ratio of Axis Large Cap Fund?

The expense ratio of Axis Large Cap Fund Plan is 0.69 as of 18th July 2025.

What are the returns of Axis Large Cap Fund since inception?

Returns since inception are 12.29% p.a. as per available data.

What is the minimum SIP amount to invest in Axis Large Cap Fund?

The minimum SIP investment is ₹100 and minimum lump sum investment is ₹100.

How do I invest in Axis Large Cap Fund?

You can invest in Axis Large Cap Fund through Allvest's platform with a simple online process, complete KYC documentation, and start your investment journey.

How to start a SIP in Axis Large Cap Fund?

Register on Allvest, complete your KYC, select Axis Large Cap Fund, choose SIP option, set your monthly amount, and set up auto-debit for hassle-free investing.

How do I automate an SIP in Axis Large Cap Fund?

Through Allvest, you can set up automatic SIP payments via bank mandate or UPI for seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Axis Large Cap Fund?

You can redeem your investment through Allvest's platform by placing a redemption request. The amount will be credited to your registered bank account within the specified timeframe.