Axis Mutual Fund

Axis Large Cap Fund - Direct Plan - Growth

Equity Scheme - Large Cap FundDirect planGrowthInception

NAV vs Benchmark

Trailing Returns

Series1Y3Y5Y10YSI
Scheme-3.03%9.92%7.67%12.72%13.41%
Benchmark-13.14%6.69%7.72%4.39%53.74%
Excess10.11%3.23%-0.05%8.33%-40.33%

Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.

Expense Ratio (TER)

Direct
1.13%
Regular
1.94%

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.

YieldIQ Fund Score

C
60/ 100
Rule-based composite of returns, risk, cost, and tenure.

Fee impact calculator

What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.

No fees
₹3,10,585
Direct plan
₹2,80,634
Regular plan
₹2,60,792
Fee drag · Direct, 10y
₹29,951
Direct keeps more than Regular
₹19,842

Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Axis Large Cap Fund - Direct Plan - Growth — Mutual Fund Analysis | YieldIQ