Axis Large & Mid Cap Fund - Direct Plan - Growth
Axis Mutual Fund Equity Large & Mid Cap Fund
Expense Ratio
0.60%
AUM
₹2942.62 Cr
Plan Type
Direct
Market Cap
Large-Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-41.01%
Poor
6 Months
-0.34%
Poor
1 Year
+5.48%
Below Average
3 Years
+20.16%
Excellent
5 Years
+18.24%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹2942.62 Cr
Recent Trend
Growing
Stability Score
14.7
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+13.53%
3Y
3Y CAGR
+105.32%
5Y
5Y CAGR
+2403.69%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.20%
Annualized standard deviation
Sharpe Ratio
1.177
Good - Risk-adjusted return
Max Drawdown
-21.30%
High - Worst decline
Consistency
74.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.83%
Average daily price movement
Annualized Volatility
13.20%
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