Axis Large Cap Fund - Direct Plan - Growth
Axis Mutual Fund Equity Large Cap Fund
Expense Ratio
0.70%
AUM
₹12744.29 Cr
Plan Type
Direct
Market Cap
Large
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-38.91%
Poor
6 Months
+0.38%
Poor
1 Year
+6.82%
Below Average
3 Years
+12.78%
Average
5 Years
+10.36%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹12744.29 Cr
Recent Trend
Growing
Stability Score
4.0
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-0.56%
3Y
3Y CAGR
+7.47%
5Y
5Y CAGR
+175.08%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.30%
Annualized standard deviation
Sharpe Ratio
0.610
Fair - Risk-adjusted return
Max Drawdown
-21.60%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.84%
Average daily price movement
Annualized Volatility
13.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance