Axis Large and Mid Cap Fund Direct Growth

Scheme code: INF846K01J46 NAV value: ₹ 34.8300 NAV date: 18 March, 2026 TER: 0.59%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-17.24	89.24	18.29	22.58	14.06
3 year	11.70	31.62	21.21	21.82	20.95
5 year	14.77	29.91	23.27	23.07	17.1
7 year	17.93	20.66	20.02	19.95	14.28

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	22.58
3 year	6.28	30.95	15.04	21.82
5 year	8.38	26.02	14.22	23.07
7 year	10.18	15.62	12.93	19.95
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	22.58
3 year	6.56	19.64	13.57	21.82
5 year	9.22	12.29	10.75	23.07

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	22.58
3 year	7.68	21.49	15.06	21.82
5 year	10.37	13.5	11.93	23.07

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	22.58
3 year	10.41	25.89	18.61	21.82
5 year	13.4	16.23	14.81	23.07

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,13,932 - Absolute Returns: ₹1,13,932 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,40,420 - Absolute Returns: ₹12,40,420 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,79,179 - Absolute Returns: ₹40,79,179 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,66,88,993 - Absolute Returns: ₹82,88,993 - CAGR: %

Drawdown Metrics

Max Drawdown

-31.87 %

Drawdown Duration

1 months

Recovery Time

5 months

Avg Drawdown

-4.32 %

Calmar Ratio by Duration

1 Y

0.7086

3 Y

0.6847

5 Y

0.7239

7 Y

0.626

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	4.77	0.94	99.0	91.4	8.91 %	4.00 %
3 years	9.08	0.86	92.0	79.0	19.68 %	11.28 %
5 years	5.98	0.81	83.6	74.7	14.86 %	9.44 %
7 years	8.51	0.71	78.1	68.2	18.03 %	10.74 %
10 years	5.04	0.71	76.9	67.7	13.03 %	8.61 %
12 years	3.81	0.71	76.9	67.7	10.75 %	7.12 %
15 years	2.60	0.71	76.9	67.7	8.51 %	5.66 %