Mutual fund

Axis Large & Mid Cap Fund

Axis Mutual Fund · Equity

Current range: July 2026 → August 2026

Fund Quality

Average fund↑69.4 / 100

#8 of 24 in Large & Mid Cap Fund

Returns20%: 66.0
Consistency20%: 65.4
Downside20%: 60.2
Fees10%: 85.5
Risk10%: 86.4

Increasing Automobile and Auto Components exposure while reducing Financial Services.

Sector allocation, Feb 2026 → Aug 2026

88Holdings
11Increased
5Reduced
3New
1Exited

AUM ₹17,381 cr · 31 Aug 202614 historical disclosures

1 holding left out of the change counts because a corporate action blocks a quantity comparison.

Fund Quality

Average69.4 / 100

Rank 8 of 24 in Large & Mid Cap Fund
↑ Improving · +7.7 since 30 Jun 2026

Medium confidence

Performance665-year return 11.4% a year against a peer median of 11.5%.
Consistency65Beat the peer median in 48% of rolling 1-year and 54% of rolling 3-year periods over 5 years.
Downside protection60Deepest fall −21.3% in 5 years; fell 101% as much as the peer median in down months.
Value for moneyPartial evidence86Expense ratio 0.83% against a peer median of 1.14%.
Portfolio riskPartial evidence86Top 10 stocks are 26% of assets, about 58 effective holdings.
Manager & process stability—Not measured. Manager appointment records and process documentation are not loaded, so manager and process stability cannot be assessed.

Strengths: Less concentrated than most category peers; Cheaper than most category peers.

Change since 30 Jun 2026: Performance +2.3, Consistency +2.1, Portfolio risk +0.8 points.

How Fund Quality works

Each diversified active fund is compared with its current category peers over identical five- and three-year windows, using its Direct Growth plan. Index funds, ETFs and sector or thematic funds are not rated.
Six dimensions are scored 0–100 against peers. Returns, consistency and downside protection carry most of the weight; value for money, portfolio risk and manager stability support them. A dimension without evidence is left out and the rest re-weighted; it is never scored as zero or average.
Great is 85+, Good 70–85, Average 50–70, Poor 30–50 and Awful below 30. Great also needs strong returns, consistency and downside protection and five years of history; weak downside protection caps a fund at Average.
A rating with all three core dimensions and only one supporting dimension is provisional and lower confidence. Without all three core dimensions there is no rating.
Fund Quality is not a return ranking and not a recommendation. Past performance does not predict future returns.
Peers are the plan's current AMFI category; dated category history is not loaded, so a fund that changed category is compared with its current peers throughout.
Closed and merged schemes are not loaded, so peer groups contain survivors only.
No fund-to-benchmark mapping is loaded, so nothing here measures performance against the fund's benchmark.
Manager & process stability is not assessed: its data is not loaded. Mandate discipline is not part of the rating.
Fund Quality describes past evidence. In a 2019–2023 test, funds with higher return, consistency and downside scores did not go on to beat their peers over the next three years.
Past performance and risk do not predict future results. Fund Quality is not a recommendation to buy, sell or switch.
Methodology fund_quality_v1, NAV as of 1 Oct 2026.

Latest changes

Current range: July 2026 → August 2026

Added

Largest addition

Divi's Laboratories Ltd.

shares +28.1% · Healthcare

+₹155 cr

What changed?

Current range: July 2026 → August 2026

StockSharesPortfolio weight

Divi's Laboratories Ltd.DIVISLAB

Healthcare

Shares+₹155 cr380.37K → 487.43K+107.06K+28.1% shares

Portfolio weight1.8% → 2.7%+0.8 pp weight

Axis Bank Ltd.AXISBANK

Financial Services

Shares+₹43.0 cr2.41M → 2.61M+200.00K+8.3% shares

Portfolio weight1.8% → 2.0%+0.2 pp weight

Bharti Airtel Ltd.BHARTIARTL

Telecommunication

Shares+₹42.8 cr1.74M → 2.13M+390.00K+22.4% shares

Portfolio weight2.0% → 2.2%+0.2 pp weight

Samvardhana Motherson International Ltd.MOTHERSON

Automobile and Auto Components

Shares+₹42.6 cr14.54M → 15.34M+800.00K+5.5% shares

Portfolio weight1.3% → 1.5%+0.2 pp weight

United Spirits Ltd.UNITDSPR

Fast Moving Consumer Goods

Shares+₹25.9 cr536.90K → 720.09K+183.19K+34.1% shares

Portfolio weight0.5% → 0.6%+0.1 pp weight

TVS Motor Company Ltd.TVSMOTOR

Automobile and Auto Components

Shares+₹24.8 cr327.46K → 382.46K+55.00K+16.8% shares

Portfolio weight0.8% → 1.0%+0.1 pp weight

Sun Pharmaceutical Industries Ltd.SUNPHARMA

Healthcare

Shares+₹19.3 cr987.59K → 1.09M+100.00K+10.1% shares

Portfolio weight1.2% → 1.3%+0.1 pp weight

RBL Bank Ltd.RBLBANK

Financial Services

Shares+₹17.2 cr4.74M → 5.13M+390.81K+8.2% shares

Portfolio weight1.1% → 1.1%+0.1 pp weight

InterGlobe Aviation Ltd.INDIGO

Services

Shares+₹9.8 cr310.44K → 325.44K+15.00K+4.8% shares

Portfolio weight1.0% → 1.0%+0.0 pp weight

Blue Star Ltd.BLUESTARCO

Consumer Durables

Shares−₹6.1 cr537.89K → 576.15K+38.26K+7.1% shares

Portfolio weight0.5% → 0.5%−0.1 pp weight

Maruti Suzuki India Ltd.MARUTI

Automobile and Auto Components

Shares+₹2.8 cr67.47K → 72.97K+5.50K+8.2% shares

Portfolio weight0.6% → 0.6%0.0 pp weight

Not compared

These holdings stay out of the change counts. A merger, demerger, or a corporate action without a usable ratio means the share change cannot be read as a buy or sell.

TD Power Systems LimitedTDPOWERSYS

Capital Goods

Disclosed shares— → 2.37M

WhyA split has no usable ratio, so the quantity change is not comparable.

Current portfolio

Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.

Current range: Change columns compare with July 2026


ICICI Bank Ltd.ICICIBANK	Financial Services	+₹10.3 cr0.0% shares	5.51M	4.6%	+₹802 cr	Unchanged
HDFC Bank Ltd.HDFCBANK	Financial Services	−₹30.7 cr0.0% shares	7.84M	3.2%	+₹556 cr	Unchanged
Divi's Laboratories Ltd.DIVISLAB	Healthcare	+₹155 cr+28.1% shares	487.43K	2.7%	+₹461 cr	Increased
Eternal Ltd.ETERNAL	Consumer Services	+₹35.3 cr0.0% shares	13.76M	2.6%	+₹451 cr	Unchanged
Sona BLW Precision Forgings Ltd.SONACOMS	Automobile and Auto Components	+₹23.3 cr0.0% shares	5.33M	2.5%	+₹433 cr	Unchanged
Bharti Airtel Ltd.BHARTIARTL	Telecommunication	+₹42.8 cr+22.4% shares	2.13M	2.2%	+₹387 cr	Increased
Shriram Finance Ltd.SHRIRAMFIN	Financial Services	+₹20.2 cr0.0% shares	3.20M	2.0%	+₹355 cr	Unchanged
Multi Commodity Exchange of India Ltd.MCX	Financial Services	+₹70.9 cr0.0% shares	1.00M	2.0%	+₹340 cr	Unchanged
Axis Bank Ltd.AXISBANK	Financial Services	+₹43.0 cr+8.3% shares	2.61M	2.0%	+₹339 cr	Increased
Reliance Industries Ltd.RELIANCE	Oil Gas & Consumable Fuels	−₹7.7 cr0.0% shares	2.50M	1.8%	+₹319 cr	Unchanged
Apar Industries Ltd.APARINDS	Capital Goods	+₹56.9 cr0.0% shares	169.67K	1.7%	+₹300 cr	Unchanged
Larsen & Toubro Ltd.LT	Construction	+₹7.8 cr0.0% shares	733.62K	1.7%	+₹297 cr	Unchanged
Bharat Heavy Electricals Ltd.BHEL	Capital Goods	+₹23.6 cr0.0% shares	6.62M	1.7%	+₹293 cr	Unchanged
GE Vernova T&D India Ltd.GVT&D	Capital Goods	+₹7.9 cr0.0% shares	644.00K	1.6%	+₹286 cr	Unchanged
Fortis Healthcare Ltd.FORTIS	Healthcare	−₹11.7 cr0.0% shares	3.06M	1.6%	+₹278 cr	Unchanged
Federal Bank Ltd.FEDERALBNK	Financial Services	−₹84.2 cr−23.1% shares	7.67M	1.6%	+₹273 cr	Reduced
Coforge Ltd.COFORGE	Information Technology	+₹36.0 cr0.0% shares	1.36M	1.6%	+₹270 cr	Unchanged
Mahindra & Mahindra Ltd.M&M	Automobile and Auto Components	−₹9.4 cr0.0% shares	804.01K	1.5%	+₹264 cr	Unchanged
Samvardhana Motherson International Ltd.MOTHERSON	Automobile and Auto Components	+₹42.6 cr+5.5% shares	15.34M	1.5%	+₹262 cr	Increased
PB Fintech Ltd.POLICYBZR	Financial Services	+₹37.4 cr0.0% shares	1.37M	1.5%	+₹256 cr	Unchanged
IndusInd Bank Ltd.INDUSINDBK	Financial Services	+₹1.0 cr0.0% shares	2.50M	1.5%	+₹254 cr	Unchanged
Minda Corporation Ltd.MINDACORP	Automobile and Auto Components	+₹3.9 cr0.0% shares	3.34M	1.4%	+₹238 cr	Unchanged
Bajaj Finance Ltd.BAJFINANCE	Financial Services	−₹18.4 cr0.0% shares	2.19M	1.3%	+₹231 cr	Unchanged
BSE Ltd.BSE	Financial Services	−₹54.4 cr−10.4% shares	692.27K	1.3%	+₹227 cr	Reduced
Sun Pharmaceutical Industries Ltd.SUNPHARMA	Healthcare	+₹19.3 cr+10.1% shares	1.09M	1.3%	+₹216 cr	Increased
Radico Khaitan LtdRADICO	Fast Moving Consumer Goods	+₹6.9 cr0.0% shares	476.32K	1.2%	+₹214 cr	Unchanged
Indus Towers Ltd.INDUSTOWER	Telecommunication	−₹1.2 cr0.0% shares	5.34M	1.2%	+₹207 cr	Unchanged
Ather Energy Ltd.ATHERENERG	Automobile and Auto Components	+₹53.8 cr0.0% shares	1.18M	1.2%	+₹202 cr	Unchanged
State Bank of IndiaSBIN	Financial Services	+₹6.2 cr0.0% shares	1.92M	1.2%	+₹203 cr	Unchanged
RBL Bank Ltd.RBLBANK	Financial Services	+₹17.2 cr+8.2% shares	5.13M	1.1%	+₹195 cr	Increased
Phoenix Mills Ltd.PHOENIXLTD	Realty	+₹66.2 L0.0% shares	988.25K	1.1%	+₹188 cr	Unchanged
Solar Industries India Ltd.SOLARINDS	Chemicals	+₹15.6 cr0.0% shares	91.02K	1.1%	+₹183 cr	Unchanged
TD Power Systems LimitedTDPOWERSYS	Capital Goods	——	2.37M	1.1%	+₹184 cr	Not comparable
SRF Ltd.SRF	Chemicals	−₹4.2 cr0.0% shares	673.27K	1.0%	+₹172 cr	Unchanged
Apollo Hospitals Enterprise Ltd.APOLLOHOSP	Healthcare	−₹1.1 cr0.0% shares	193.41K	1.0%	+₹172 cr	Unchanged
InterGlobe Aviation Ltd.INDIGO	Services	+₹9.8 cr+4.8% shares	325.44K	1.0%	+₹170 cr	Increased
FSN E-Commerce Ventures Ltd.NYKAA	Consumer Services	+₹7.7 cr0.0% shares	4.79M	1.0%	+₹167 cr	Unchanged
Indian Hotels Co. Ltd.INDHOTEL	Consumer Services	−₹14.7 L0.0% shares	2.26M	1.0%	+₹167 cr	Unchanged
Pidilite Industries Ltd.PIDILITIND	Chemicals	+₹7.5 cr0.0% shares	987.15K	1.0%	+₹167 cr	Unchanged
TVS Motor Company Ltd.TVSMOTOR	Automobile and Auto Components	+₹24.8 cr+16.8% shares	382.46K	1.0%	+₹166 cr	Increased
AU Small Finance Bank Ltd.AUBANK	Financial Services	+₹5.9 cr0.0% shares	1.52M	0.9%	+₹165 cr	Unchanged
Titan Company Ltd.TITAN	Consumer Durables	+₹7.2 cr0.0% shares	317.81K	0.9%	+₹162 cr	Unchanged
Premier Energies Ltd.PREMIERENE	Capital Goods	+₹2.2 cr0.0% shares	1.55M	0.9%	+₹160 cr	Unchanged
Schaeffler India Ltd.SCHAEFFLER	Automobile and Auto Components	−₹2.4 cr0.0% shares	370.79K	0.9%	+₹149 cr	Unchanged
MphasiS Ltd.MPHASIS	Information Technology	+₹5.2 cr0.0% shares	609.04K	0.8%	+₹148 cr	Unchanged
Page Industries Ltd.PAGEIND	Textiles	−₹18.7 cr0.0% shares	40.98K	0.8%	+₹147 cr	Unchanged
Varun Beverages Ltd.VBL	Fast Moving Consumer Goods	−₹15.2 cr0.0% shares	3.63M	0.8%	+₹145 cr	Unchanged
Torrent Pharmaceuticals Ltd.TORNTPHARM	Healthcare	−₹1.6 cr0.0% shares	283.64K	0.8%	+₹144 cr	Unchanged
Cholamandalam Investment and Finance Company Ltd.CHOLAFIN	Financial Services	+₹57.1 L0.0% shares	760.66K	0.8%	+₹141 cr	Unchanged
UltraTech Cement Ltd.ULTRACEMCO	Construction Materials	−₹5.6 cr0.0% shares	123.99K	0.8%	+₹142 cr	Unchanged
UNO Minda Ltd.UNOMINDA	Automobile and Auto Components	+₹10.4 cr0.0% shares	1.09M	0.8%	+₹139 cr	Unchanged
Swiggy Ltd.SWIGGY	Consumer Services	−₹1.4 cr0.0% shares	4.83M	0.8%	+₹136 cr	Unchanged
Vishal Mega Mart Ltd.VMM	Consumer Services	+₹4.1 cr0.0% shares	11.67M	0.8%	+₹129 cr	Unchanged
Sundaram Finance Ltd.SUNDARMFIN	Financial Services	−₹3.5 cr0.0% shares	276.05K	0.7%	+₹125 cr	Unchanged
Supreme Industries Ltd.SUPREMEIND	Capital Goods	+₹3.3 cr0.0% shares	350.26K	0.7%	+₹125 cr	Unchanged
Mahindra & Mahindra Financial Services Ltd.M&MFIN	Financial Services	−₹4.0 cr0.0% shares	3.17M	0.7%	+₹118 cr	Unchanged
Lenskart Solutions Ltd.LENSKART	Consumer Services	+₹17.3 cr0.0% shares	1.71M	0.7%	+₹113 cr	Unchanged
United Spirits Ltd.UNITDSPR	Fast Moving Consumer Goods	+₹25.9 cr+34.1% shares	720.09K	0.6%	+₹107 cr	Increased
Berger Paints India Ltd.BERGEPAINT	Consumer Durables	−₹4.8 cr0.0% shares	2.11M	0.6%	+₹105 cr	Unchanged
Bharat Electronics Ltd.BEL	Capital Goods	+₹6.6 cr0.0% shares	2.50M	0.6%	+₹103 cr	Unchanged
Cummins India Ltd.CUMMINSIND	Capital Goods	−₹41.2 cr−23.6% shares	194.59K	0.6%	+₹99.3 cr	Reduced
Maruti Suzuki India Ltd.MARUTI	Automobile and Auto Components	+₹2.8 cr+8.2% shares	72.97K	0.6%	+₹98.9 cr	Increased
Tech Mahindra Ltd.TECHM	Information Technology	−₹1.4 cr0.0% shares	606.67K	0.6%	+₹98.8 cr	Unchanged
Anthem Biosciences Ltd.ANTHEM	Healthcare	+₹9.0 cr0.0% shares	1.07M	0.6%	+₹95.4 cr	Unchanged
Vijaya Diagnostic Centre Ltd.VIJAYA	Healthcare	+₹10.5 cr0.0% shares	604.90K	0.5%	+₹91.8 cr	Unchanged
Torrent Power Ltd.TORNTPOWER	Power	−₹14.0 cr0.0% shares	708.13K	0.5%	+₹86.0 cr	Unchanged
Amber Enterprises India Ltd.AMBER	Consumer Durables	+₹85.0 cr—	111.50K	0.5%	+₹85.0 cr	New
Blue Star Ltd.BLUESTARCO	Consumer Durables	−₹6.1 cr+7.1% shares	576.15K	0.5%	+₹84.3 cr	Increased
Voltas Ltd.VOLTAS	Consumer Durables	−₹9.6 cr0.0% shares	712.57K	0.5%	+₹85.1 cr	Unchanged
Kirloskar Oil Eng Ltd.KIRLOSENG	Capital Goods	−₹3.5 cr0.0% shares	392.29K	0.5%	+₹82.4 cr	Unchanged
Glenmark Pharmaceuticals Ltd.GLENMARK	Healthcare	+₹8.0 cr0.0% shares	324.84K	0.5%	+₹80.6 cr	Unchanged
Persistent Systems Ltd.PERSISTENT	Information Technology	+₹65.1 L0.0% shares	143.03K	0.5%	+₹80.0 cr	Unchanged
Coromandel International Ltd.COROMANDEL	Chemicals	−₹6.6 cr0.0% shares	392.12K	0.4%	+₹74.7 cr	Unchanged
Marico Ltd.MARICO	Fast Moving Consumer Goods	−₹4.6 cr0.0% shares	908.17K	0.4%	+₹74.5 cr	Unchanged
Tata Capital Ltd.TATACAP	Financial Services	+₹49.5 L0.0% shares	1.98M	0.4%	+₹72.9 cr	Unchanged
Triveni Turbine Ltd.TRITURBINE	Capital Goods	−₹3.0 cr0.0% shares	1.26M	0.4%	+₹73.0 cr	Unchanged
Billionbrains Garage Ventures Ltd.GROWW	Financial Services	−₹83.3 L0.0% shares	3.60M	0.4%	+₹69.2 cr	Unchanged
ITC Hotels Ltd.ITCHOTELS	Consumer Services	−₹98.5 L0.0% shares	4.32M	0.4%	+₹69.1 cr	Unchanged
Manipal Health Enterprises LimitedMANIPALHOS	Healthcare	+₹14.6 cr0.0% shares	847.48K	0.4%	+₹64.6 cr	Unchanged
CG Power and Industrial Solutions Ltd.CGPOWER	Capital Goods	+₹3.4 cr0.0% shares	640.60K	0.3%	+₹58.7 cr	Unchanged
Jubilant Foodworks Ltd.JUBLFOOD	Consumer Services	+₹6.6 cr0.0% shares	1.14M	0.3%	+₹56.3 cr	Unchanged
KEI Industries Ltd.KEI	Capital Goods	+₹7.2 cr0.0% shares	97.65K	0.3%	+₹56.1 cr	Unchanged
Bandhan Bank Ltd.BANDHANBNK	Financial Services	−₹22.6 cr−32.0% shares	2.43M	0.2%	+₹39.8 cr	Reduced
Birlasoft Ltd.BSOFT	Information Technology	−₹8.2 cr−16.2% shares	1.18M	0.2%	+₹34.3 cr	Reduced
Infosys Ltd.INFY	Information Technology	+₹8.0 L0.0% shares	216.46K	0.1%	+₹24.5 cr	Unchanged
Cyient DLM LimitedCYIENTDLM	Capital Goods	+₹22.7 cr—	269.27K	0.1%	+₹22.7 cr	New
Gland Pharma Ltd.GLAND	Healthcare	+₹10.8 cr—	37.26K	0.1%	+₹10.8 cr	New
INDO-MIM LimitedINDOMIM	Capital Goods	+₹29.0 L0.0% shares	29.21K	0.0%	+₹2.6 cr	Unchanged
Colgate Palmolive (India) Ltd.COLPAL	Fast Moving Consumer Goods	−₹47.3 cr−100.0% shares	0	—	₹0	Exited

Axis Large & Mid Cap Fund

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Capital Rotation

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Intersector Rotation

Intrasector Rotation — Automobile and Auto Components

Capital Rotation

Current portfolio

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Capital Rotation

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Intrasector Rotation — Automobile and Auto Components

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