Axis Large Cap Fund - Direct Plan - Growth Option
code 120465 Large Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000
From 2013-01-02. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 11.05% | 2026-10-09 → 2026-11-09 |
| 3M | 3.09% | 2026-08-07 → 2026-11-09 |
| 6M | 8.73% | 2026-05-08 → 2026-11-09 |
| 1Y | 3.79% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.72% | 2023-11-09 → 2026-11-09 |
| 5Y | 6.56% | 2021-11-09 → 2026-11-09 |
| 7Y | 11.50% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.56% | 2016-11-09 → 2026-11-09 |
| since inception | 13.76% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 42.67% | -0.25% | -2.64% | 39.81% | 8.05% | 19.97% | 21.19% | 22.11% | -4.62% | 18.54% | 14.76% | 7.20% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,169 | 15.03% | 12.34% | -15.27% | 68.25% | 83% |
| 3 years | 2,681 | 14.00% | 13.57% | 5.72% | 26.64% | 100% |
| 5 years | 2,188 | 14.34% | 14.64% | 4.00% | 22.52% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 9.45% | 5.24% | 12.30% |
| volatility | 13.98% | 13.48% | 14.84% |
| max drawdown | -15.50% | -20.85% | -30.10% |
| downside deviation | 10.21% | 9.70% | 10.23% |
| Sharpe ratio | 0.29 | 0.02 | 0.50 |
| Sortino ratio | 0.40 | 0.03 | 0.72 |
| Calmar ratio | 0.61 | - | - |
Category: Large Cap Fund
Overall ★★★☆☆ (3y ★★☆☆☆ · 5y ★☆☆☆☆ · 10y ★★★★☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 30 funds | 5 years of 27 funds | 10 years of 22 funds |
|---|---|---|---|
| return | 69th | 97th | 34th |
| volatility | 21st | 50th | 5th |
| Sharpe | 69th | 100th | 34th |
| Sortino | 73rd | 100th | 29th |
| worst fall | 28th | 97th | 5th |
| risk-adjusted return (MRAR) | 69th | 97th | 29th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.