Axis Large Cap Fund Direct Growth

Scheme code: INF846K01DP8 NAV value: ₹ 64.1100 NAV date: 19 March, 2026 TER: 0.72%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-15.35	68.25	13.73	15.96	11.75
3 year	5.73	26.70	13.82	14.27	15.29
5 year	5.02	22.53	14.94	14.90	14.86
7 year	11.45	19.14	14.48	14.67	13.45
10 year	11.47	16.26	14.35	14.25	13.98
12 year	13.55	16.15	15.00	15.01	14.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.96
3 year	6.28	30.95	15.04	14.27
5 year	8.38	26.02	14.22	14.9
7 year	10.18	15.62	12.93	14.67
10 year	11.42	12.93	12.18	14.25
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	15.96
3 year	9.08	26.46	18.8	14.27
5 year	3.67	28.39	14.12	14.9
7 year	8.54	16.39	12.66	14.67
10 year	12.91	14.35	13.63	14.25

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.96
3 year	6.56	19.64	13.57	14.27
5 year	9.22	12.29	10.75	14.9

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: ₹12,79,976 - Absolute Returns: ₹79,976 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,91,410 - Absolute Returns: ₹7,91,410 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,24,858 - Absolute Returns: ₹25,24,858 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,39,15,916 - Absolute Returns: ₹55,15,916 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,47,36,282 - Absolute Returns: ₹1,27,36,282 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,45,58,563 - Absolute Returns: ₹2,01,58,563 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.10 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-4.87 %

Calmar Ratio by Duration

1 Y

0.5302

3 Y

0.474

5 Y

0.495

7 Y

0.4873

10 Y

0.4734

12 Y

0.4986

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.53	0.93	94.8	94.9	3.63 %	4.00 %
3 years	1.62	0.91	93.2	90.5	12.47 %	11.28 %
5 years	-0.70	0.92	91.8	92.0	8.50 %	9.44 %
7 years	1.57	0.86	89.1	87.0	11.71 %	10.74 %
10 years	2.24	0.86	89.4	86.3	13.54 %	12.06 %
12 years	1.69	0.86	89.4	86.3	11.21 %	10.00 %
15 years	1.14	0.86	89.4	86.3	8.87 %	7.92 %