Axis Large & Mid Cap Fund - Direct Plan - Growth Option
code 145110 Large & Mid Cap Fund direct plan · growth NAVs 2018-10-26 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2018-10-26, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.12% | -5.01% | -6.55% | 1.54% | 2026-10-09 → 2026-11-09 |
| 3M | 0.28% | -0.87% | -3.92% | 3.05% | 2026-08-07 → 2026-11-09 |
| 6M | 5.88% | 12.22% | 6.18% | 6.04% | 2026-05-08 → 2026-11-09 |
| 1Y | 7.43% | 5.28% | -0.09% | 5.37% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.75% | 14.35% | 10.83% | 3.52% | 2023-11-09 → 2026-11-09 |
| 5Y | 11.59% | 11.59% | 10.98% | 0.61% | 2021-11-09 → 2026-11-09 |
| 7Y | 18.55% | 18.41% | 16.58% | 1.82% | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 18.56% | 18.13% | 15.92% | 2.21% | 2018-10-26 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| fund | 18.79% | 26.69% | 46.68% | -7.58% | 32.47% | 26.97% | 5.25% |
| benchmark | 6.03% | 20.87% | 37.04% | 4.48% | 32.66% | 18.68% | 8.19% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,704 | 21.36% | 16.10% | -17.16% | 89.24% | 87% | 64% |
| 3 years | 1,209 | 21.32% | 20.88% | 11.69% | 31.59% | 100% | 43% |
| 5 years | 716 | 21.47% | 22.67% | 11.57% | 29.89% | 100% | 64% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 14.58% | 10.87% |
| volatility | 14.67% | 14.90% |
| max drawdown | -17.16% | -21.06% |
| downside deviation | 10.06% | 9.78% |
| Sharpe ratio | 0.60 | 0.39 |
| Sortino ratio | 0.88 | 0.59 |
| Calmar ratio | 0.85 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Large & Mid Cap Fund
Overall ★★★☆☆ (3y ★★★★☆ · 5y ★★★☆☆ · 10y -) · as of 2026-10 · 96 months of history
| percentile rank (1 = best) | 3 years of 26 funds | 5 years of 26 funds |
|---|---|---|
| return | 20th | 60th |
| volatility | 4th | 40th |
| Sharpe | 16th | 56th |
| Sortino | 16th | 52nd |
| worst fall | 16th | 76th |
| risk-adjusted return (MRAR) | 16th | 56th |
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.