INF109K01BN0
Axis Large & Mid Cap Fund - Investment Strategy, Fund Manager & Performance Analysis
Comprehensive guide to Axis Large & Mid Cap Fund: Investment approach, fund managers, expense ratio, AUM details, and expert analysis on whether you should invest in this equity fund.
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. The fund follows a strategic asset allocation approach with specific mandates:
- Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets
- Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. The dual-cap approach allows the fund to balance the stability of large-cap stocks with the growth potential of mid-cap companies.
The fund's investment philosophy focuses on identifying companies with strong fundamentals and growth prospects across market capitalizations. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Jinesh Gopani and Hitesh Das are the current Fund Managers of Axis Large & Mid Cap Fund. The fund management team brings extensive experience in equity research and portfolio management, focusing on identifying quality businesses across different market segments.
The fund managers employ a disciplined investment approach, combining quantitative analysis with qualitative research to select stocks that align with the fund's dual-cap mandate. Their expertise spans across sectors and market capitalizations, enabling them to optimize the portfolio allocation between large-cap and mid-cap segments based on market conditions and opportunities.
Axis Asset Management Company (Axis AMC) is a well-established mutual fund house in India, known for its systematic investment approach and strong research capabilities. The AMC manages assets worth ₹337,398.57 Crore across 266 schemes as per latest data, demonstrating its significant presence in the Indian mutual fund industry.
Axis AMC has built a reputation for delivering consistent performance across various fund categories. The company focuses on research-driven investment strategies and maintains a disciplined approach to fund management. With years of experience in the Indian capital markets, Axis AMC has established itself as a trusted brand among investors seeking long-term wealth creation.
The fund house emphasizes transparency in operations and maintains regular communication with investors through various channels. Their commitment to investor education and service excellence has contributed to building a strong investor base across different fund categories.
- AUM: ₹3,39,576 Crore as of August 26, 2025
- Expense Ratio: 0.61% as of August 25, 2025
- Minimum SIP Investment: ₹100, Minimum Lumpsum Investment: ₹100
- Five-year annualized return: 21.74% as of August 7, 2025 (Regular Plan)
Ideal for:
- Investors seeking balanced exposure to both large-cap and mid-cap segments
- Those with investment horizon of 5+ years
- Investors comfortable with moderate to high risk
- Those looking for professional fund management with flexibility across market caps
Consider Before Investing:
- The fund is rated as Very High risk
- Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years
- Market volatility can impact short-term returns significantly
Exit Load Structure:
1% exit load for redemption within 12 months for units in excess of 10% of the investment
The fund's substantial AUM indicates investor confidence and provides adequate liquidity. The reasonable expense ratio ensures that a significant portion of returns flows to investors. However, given the high-risk rating, investors should align their risk appetite and investment timeline before investing.
The NAV changes daily based on market movements. You can check the current NAV on the official Axis Mutual Fund website or financial platforms like Allvest for real-time updates.
The fund has an AUM of ₹3,39,576 Crore as of August 26, 2025, making it one of the larger funds in its category.
The expense ratio is 0.61% as of August 25, 2025, which is competitive for an actively managed equity fund.
The fund has delivered a CAGR return of 20.69% since inception, demonstrating strong long-term performance.
The minimum SIP investment amount is ₹100, making it accessible for small investors.
You can invest through Allvest platform, the official Axis Mutual Fund website, or through registered mutual fund distributors and banks.
Register on Allvest or Axis MF website, complete KYC formalities, choose SIP amount and frequency, and set up auto-debit instructions for seamless investments.
Set up an auto-debit mandate with your bank through Allvest platform during SIP registration. This ensures automatic monthly deductions without manual intervention.
Log into your Allvest account or Axis MF portal, select the redemption option, specify the amount or units, and submit the request. Funds are typically credited within 3-4 working days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer