Axis Large & Mid Cap Fund - Direct Plan - IDCW
Axis Mutual Fund Equity Large & Mid Cap Fund
Expense Ratio
0.60%
AUM
₹12.36 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
-76.57%
Poor
6 Months
-14.58%
Poor
1 Year
-2.22%
Poor
3 Years
+9.82%
Below Average
5 Years
+9.20%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹12.36 Cr
Recent Trend
Growing
Stability Score
10.2
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.29%
3Y
3Y CAGR
+53.16%
5Y
5Y CAGR
+768.80%
Growth Assessment: Stable
• 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
14.80%
Annualized standard deviation
Sharpe Ratio
0.445
Poor - Risk-adjusted return
Max Drawdown
-24.30%
High - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.93%
Average daily price movement
Annualized Volatility
14.80%
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