Axis Large Cap Fund Direct-Growth
Benchmark: BSE 100 TRI · Inception: 11/11/2009 · NAV: ₹59.98 (04/09/2026)
AUM: ₹31632 Cr · Expense Ratio: 1.77% · Riskometer: Very High
1.5
★½☆☆☆
Avoid / Switch
Analyst Insight
Axis Large Cap Fund carries an overall rating of 1.5/5 (Avoid / Switch), lagging category peers within the Large Cap category. Its alpha of -0.16 underperformss the category average of 3.38, suggesting room for improvement in active management. The Sharpe ratio of 0.36 sits below the category mean of 3.62, while volatility (std dev 13.43%) is higher than peers (11.87%), indicating relatively higher volatility. With a 5-year CAGR of 5.10% and expense ratio of 1.77%, investors may find stronger risk-adjusted alternatives in this category.
Rating
1/5
Risk Rating
3/5
Return Rating
1/5
Overall Rating
1.5/5
Alpha vs Cat
-0.16 / 3.38
Sharpe vs Cat
0.36 / 3.62
Beta vs Cat
0.91 / 0.61
Std Dev vs Cat
13.43 / 11.87
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | -0.78% |
| 3Y | 9.00% |
| 5Y | 5.10% |
| 10Y | 11.03% |
| Since Launch | 11.34% |
Risk & Return Scores
Sharpe Score2/5
Sortino Score2/5
SD Score4/5
ETM Risk Score3/5
ETM Return Score2/5
Portfolio Allocation
Large Cap 95.7% Mid Cap 4.3% Debt 4.3%
Strengths
- No notable strengths identified
Watch Points
- ⚠️ Alpha -0.16 below category avg 3.38
- ⚠️ Higher volatility 13.43% vs peers 11.87%
- ⚠️ Low Rating 1/5
- ⚠️ Negative 1Y return (-0.78%) — recent underperformance
- ⚠️ High expense ratio 1.77% (above 1%)