Axis Large Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Axis Large Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Cap
AUM
₹31,376 Cr
Expense Ratio
0.94%
Fund Manager
Shreyash Devalkar
Axis Large Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 8.1% CAGR | 5 Years @ 5.1% CAGR | 10 Years @ 12.1% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹40,871 Invested: ₹36,000 | ₹68,452 Invested: ₹60,000 | ₹2,34,286 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,02,177 Invested: ₹90,000 | ₹1,71,129 Invested: ₹1,50,000 | ₹5,85,714 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,04,354 Invested: ₹1,80,000 | ₹3,42,258 Invested: ₹3,00,000 | ₹11,71,428 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,08,708 Invested: ₹3,60,000 | ₹6,84,516 Invested: ₹6,00,000 | ₹23,42,856 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹10,21,769 Invested: ₹9,00,000 | ₹17,11,290 Invested: ₹15,00,000 | ₹58,57,139 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (8.1%), 5-year (5.09%), and 10-year (12.14%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of Axis Large Cap Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
Axis Large Cap Fund is a leading scheme in the Large Cap category, managed by Shreyash Devalkar and benchmarked against the BSE 100 TRI. With an Asset Under Management (AUM) of ₹31,632 crore and a direct expense ratio of 0.99% (Direct), the scheme aims to provide long-term capital appreciation for investors through structured, disciplined equity investments.
Who Should Invest
This fund is well-suited for investors with a long-term investment horizon (5+ years) who wish to gain exposure to large cap equities. It suits investors looking for strong risk-adjusted returns and willing to navigate short-term market fluctuations for significant wealth accumulation over time.
Key Strengths
- Focused Investment Strategy: Adheres to disciplined portfolio construction aligned with the BSE 100 TRI.
- Experienced Management: Managed by Shreyash Devalkar, combining rigorous market research and active risk monitoring.
- Competitive Cost Structure: Direct plan offers an attractive expense ratio of 0.99% (Direct).
- Proven Track Record: Delivered strong historical performance with a 3-Year CAGR of 11.24%.
Risks to Consider
- Sector & Market Volatility: Equity investments are inherently subject to short-term market drawdown and economic cycles.
- Concentration Risk: Thematic and sector-specific allocations can experience cyclical shifts depending on broader economic tailwinds.
Performance Context
Axis Large Cap Fund has consistently maintained disciplined stock selection across bull and bear market cycles. Over a 3-year period, it has generated a return of 11.24%, demonstrating strategic resilience.
Use Our SIP Calculator with This Fund
To see how a monthly SIP in Axis Large Cap Fund would have performed over any custom period, use our main SIP Calculator to evaluate historical returns based on actual daily NAV data.
About Axis Large Cap Fund
A large-cap equity scheme investing in blue-chip, industry-leading companies for steady long-term growth.
Investment Strategy
Quality and growth-oriented strategy focusing on market leaders with strong balance sheets and competitive moats.
Key Facts
- Invests in top 100 market cap companies
- Expense ratio: 0.99% (Direct)
- Benchmark: BSE 100 TRI
Historical Returns
3-Year CAGR
8.1%
5-Year CAGR
5.09%
10-Year CAGR
12.14%
Benchmark
BSE 100 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Axis Large Cap's portfolio includes:
Top 5 Holdings
- ICICI Bank
- HDFC Bank
- Larsen & Toubro
- Bajaj Finance
- Bharti Airtel
Sector Allocation
Who Is This Fund Suitable For?
Ideal for conservative-to-moderate equity investors seeking core wealth creation with lower volatility.
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Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Axis Large Cap Investors
- FIRE Calculator — Plan your retirement corpus with Axis Large Cap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Axis Large Cap could cost you
- SIP vs EMI Calculator — Compare investing in Axis Large Cap vs paying off loans
Frequently Asked Questions About Axis Large Cap
What is the historical SIP return of Axis Large Cap?
Based on the latest data, Axis Large Cap has delivered an annualized return (CAGR) of 8.1% over 3 years, 5.09% over 5 years, and 12.14% over 10 years. Past performance does not guarantee future results.
How is Axis Large Cap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Axis Large Cap generate over 5 years?
At an estimated annual return rate of 5.09%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹3,42,258 in 5 years, yielding an estimated wealth gain of ₹42,258. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Axis Large Cap?
Axis Large Cap's top holdings include ICICI Bank, HDFC Bank, Larsen & Toubro, and Bajaj Finance. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Axis Large Cap?
Axis Large Cap is a Large Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Axis Large Cap?
Gains from Axis Large Cap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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