Mutual fund

Axis Large Cap Fund

Axis Mutual Fund · Equity

Current range: July 2026 → August 2026

Fund Quality

Poor fund↑44.4 / 100

#26 of 29 in Large Cap Fund

Returns20%: 26.4
Consistency20%: 38.3
Downside20%: 48.6
Fees10%: 80.3
Risk10%: 48.5

Increasing Healthcare exposure while reducing Capital Goods.

Sector allocation, Feb 2026 → Aug 2026

46Holdings
11Increased
14Reduced
2New
0Exited

AUM ₹31,441 cr · 31 Aug 202614 historical disclosures

Fund Quality

Poor44.4 / 100

Rank 26 of 29 in Large Cap Fund
↑ Improving · +9.9 since 30 Jun 2026

Medium confidence

Performance265-year return 5.0% a year against a peer median of 8.3%.
Consistency38Beat the peer median in 17% of rolling 1-year and 0% of rolling 3-year periods over 5 years.
Downside protection49Deepest fall −21.6% in 5 years; fell 106% as much as the peer median in down months.
Value for moneyPartial evidence80Expense ratio 0.92% against a peer median of 1.19%.
Portfolio riskPartial evidence49Top 10 stocks are 48% of assets, about 25 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: Cheaper than most category peers.

Weaknesses: Long-term returns behind most category peers.

Change since 30 Jun 2026: Performance +2.6, Consistency +2.2, Downside protection +0.7 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

State Bank of India

shares +30.3% · Financial Services

+₹167 cr

New position

What changed?

Current range: July 2026 → August 2026

StockSharesPortfolio weight

State Bank of IndiaSBIN

Financial Services

Shares+₹167 cr4.73M → 6.16M+1.43M+30.3% shares

Portfolio weight1.5% → 2.1%+0.5 pp weight

Tech Mahindra Ltd.TECHM

Information Technology

Shares+₹128 cr1.75M → 2.56M+811.80K+46.3% shares

Portfolio weight0.9% → 1.3%+0.4 pp weight

Shriram Finance Ltd.SHRIRAMFIN

Financial Services

Shares+₹96.0 cr5.46M → 6.01M+553.86K+10.2% shares

Portfolio weight1.8% → 2.1%+0.3 pp weight

Tata Consultancy Services Ltd.TCS

Information Technology

Shares+₹91.2 cr805.36K → 1.17M+368.91K+45.8% shares

Portfolio weight0.6% → 0.9%+0.3 pp weight

Hyundai Motor India Ltd.HYUNDAI

Automobile and Auto Components

Shares+₹65.0 cr1.81M → 2.08M+274.80K+15.2% shares

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

Axis Bank Ltd.AXISBANK

Financial Services

Shares+₹60.6 cr7.64M → 7.69M+51.91K+0.7% shares

Portfolio weight3.0% → 3.2%+0.2 pp weight

Tata Motors Ltd.TMCV

Capital Goods

Shares+₹33.7 cr1.27M → 1.89M+622.95K+49.0% shares

Portfolio weight0.2% → 0.3%+0.1 pp weight

Cummins India Ltd.CUMMINSIND

Capital Goods

Shares+₹20.4 cr259.91K → 320.98K+61.07K+23.5% shares

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

Mahindra & Mahindra Ltd.M&M

Automobile and Auto Components

Shares−₹11.9 cr3.72M → 3.81M+95.58K+2.6% shares

Portfolio weight4.0% → 4.0%0.0 pp weight

Bharti Airtel Ltd.BHARTIARTL

Telecommunication

Shares−₹4.1 cr7.78M → 8.44M+664.66K+8.5% shares

Portfolio weight4.8% → 4.9%+0.0 pp weight

Indian Hotels Co. Ltd.INDHOTEL

Consumer Services

Shares+₹3.5 cr7.56M → 7.61M+53.67K+0.7% shares

Portfolio weight1.8% → 1.8%+0.0 pp weight

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	−₹62.6 cr−3.3% shares	20.54M	9.5%	+₹2,987 cr	Reduced
HDFC Bank Ltd.HDFCBANK	Financial Services	−₹139 cr0.0% shares	35.51M	8.0%	+₹2,518 cr	Unchanged
Bajaj Finance Ltd.BAJFINANCE	Financial Services	−₹230 cr−6.2% shares	14.44M	4.9%	+₹1,527 cr	Reduced
Bharti Airtel Ltd.BHARTIARTL	Telecommunication	−₹4.1 cr+8.5% shares	8.44M	4.9%	+₹1,529 cr	Increased
Eternal Ltd.ETERNAL	Consumer Services	+₹97.8 cr0.0% shares	38.12M	4.0%	+₹1,251 cr	Unchanged
Mahindra & Mahindra Ltd.M&M	Automobile and Auto Components	−₹11.9 cr+2.6% shares	3.81M	4.0%	+₹1,252 cr	Increased
Reliance Industries Ltd.RELIANCE	Oil Gas & Consumable Fuels	−₹88.9 cr−5.3% shares	8.53M	3.5%	+₹1,089 cr	Reduced
Larsen & Toubro Ltd.LT	Construction	−₹3.0 cr−2.9% shares	2.63M	3.4%	+₹1,066 cr	Reduced
Axis Bank Ltd.AXISBANK	Financial Services	+₹60.6 cr+0.7% shares	7.69M	3.2%	+₹1,000 cr	Increased
Titan Company Ltd.TITAN	Consumer Durables	+₹8.9 cr−3.6% shares	1.90M	3.1%	+₹969 cr	Reduced
Apollo Hospitals Enterprise Ltd.APOLLOHOSP	Healthcare	−₹6.1 cr0.0% shares	1.04M	3.0%	+₹926 cr	Unchanged
Sun Pharmaceutical Industries Ltd.SUNPHARMA	Healthcare	−₹161 cr−16.2% shares	4.12M	2.6%	+₹818 cr	Reduced
Divi's Laboratories Ltd.DIVISLAB	Healthcare	+₹121 cr0.0% shares	856.12K	2.6%	+₹810 cr	Unchanged
InterGlobe Aviation Ltd.INDIGO	Services	+₹9.7 cr0.0% shares	1.55M	2.6%	+₹810 cr	Unchanged
Kotak Mahindra Bank Ltd.KOTAKBANK	Financial Services	−₹85.3 L−7.0% shares	19.23M	2.6%	+₹806 cr	Reduced
UltraTech Cement Ltd.ULTRACEMCO	Construction Materials	−₹81.5 cr−6.7% shares	620.15K	2.3%	+₹710 cr	Reduced
Shriram Finance Ltd.SHRIRAMFIN	Financial Services	+₹96.0 cr+10.2% shares	6.01M	2.1%	+₹667 cr	Increased
State Bank of IndiaSBIN	Financial Services	+₹167 cr+30.3% shares	6.16M	2.1%	+₹653 cr	Increased
Infosys Ltd.INFY	Information Technology	+₹2.1 cr0.0% shares	5.66M	2.0%	+₹641 cr	Unchanged
Pidilite Industries Ltd.PIDILITIND	Chemicals	+₹28.2 cr0.0% shares	3.70M	2.0%	+₹624 cr	Unchanged
Cholamandalam Investment and Finance Company Ltd.CHOLAFIN	Financial Services	+₹2.4 cr0.0% shares	3.24M	1.9%	+₹602 cr	Unchanged
Indian Hotels Co. Ltd.INDHOTEL	Consumer Services	+₹3.5 cr+0.7% shares	7.61M	1.8%	+₹562 cr	Increased
TVS Motor Company Ltd.TVSMOTOR	Automobile and Auto Components	−₹28.3 cr−5.5% shares	1.27M	1.8%	+₹550 cr	Reduced
Samvardhana Motherson International Ltd.MOTHERSON	Automobile and Auto Components	+₹5.3 cr−10.7% shares	27.82M	1.5%	+₹475 cr	Reduced
Hyundai Motor India Ltd.HYUNDAI	Automobile and Auto Components	+₹65.0 cr+15.2% shares	2.08M	1.5%	+₹460 cr	Increased
Tech Mahindra Ltd.TECHM	Information Technology	+₹128 cr+46.3% shares	2.56M	1.3%	+₹417 cr	Increased
Torrent Pharmaceuticals Ltd.TORNTPHARM	Healthcare	−₹4.4 cr0.0% shares	782.85K	1.3%	+₹397 cr	Unchanged
United Spirits Ltd.UNITDSPR	Fast Moving Consumer Goods	−₹5.6 cr0.0% shares	2.17M	1.0%	+₹323 cr	Unchanged
Cipla Ltd.CIPLA	Healthcare	−₹14.5 cr0.0% shares	2.26M	1.0%	+₹319 cr	Unchanged
CG Power and Industrial Solutions Ltd.CGPOWER	Capital Goods	+₹18.2 cr0.0% shares	3.47M	1.0%	+₹318 cr	Unchanged
Tata Consumer Products Ltd.TATACONSUM	Fast Moving Consumer Goods	−₹13.4 cr0.0% shares	2.93M	1.0%	+₹304 cr	Unchanged
Trent Ltd.TRENT	Consumer Services	−₹145 cr−29.7% shares	1.04M	1.0%	+₹300 cr	Reduced
Britannia Industries Ltd.BRITANNIA	Fast Moving Consumer Goods	−₹9.4 cr0.0% shares	564.90K	0.9%	+₹297 cr	Unchanged
HCL Technologies Ltd.HCLTECH	Information Technology	−₹7.6 cr0.0% shares	2.20M	0.9%	+₹289 cr	Unchanged
Tata Consultancy Services Ltd.TCS	Information Technology	+₹91.2 cr+45.8% shares	1.17M	0.9%	+₹282 cr	Increased
Solar Industries India Ltd.SOLARINDS	Chemicals	−₹8.1 cr−11.3% shares	128.68K	0.8%	+₹259 cr	Reduced
Max Healthcare Institute Ltd.MAXHEALTH	Healthcare	−₹86.6 cr−22.7% shares	2.28M	0.8%	+₹238 cr	Reduced
Grasim Industries Ltd.GRASIM	Construction Materials	+₹171 cr—	508.75K	0.6%	+₹171 cr	New
Bharat Electronics Ltd.BEL	Capital Goods	−₹74.9 cr−35.9% shares	3.93M	0.5%	+₹163 cr	Reduced
Cummins India Ltd.CUMMINSIND	Capital Goods	+₹20.4 cr+23.5% shares	320.98K	0.5%	+₹164 cr	Increased
Varun Beverages Ltd.VBL	Fast Moving Consumer Goods	−₹15.3 cr0.0% shares	3.65M	0.5%	+₹146 cr	Unchanged
Avenue Supermarts Ltd.DMART	Consumer Services	−₹75.0 L0.0% shares	357.28K	0.4%	+₹139 cr	Unchanged
LG Electronics India Ltd.LGEINDIA	Consumer Durables	+₹11.1 cr0.0% shares	534.89K	0.3%	+₹90.8 cr	Unchanged
Tata Motors Ltd.TMCV	Capital Goods	+₹33.7 cr+49.0% shares	1.89M	0.3%	+₹89.3 cr	Increased
Maruti Suzuki India Ltd.MARUTI	Automobile and Auto Components	+₹52.8 cr—	38.95K	0.2%	+₹52.8 cr	New
SBI Funds Management LimitedSBIFUNDS	Financial Services	−₹1.0 cr0.0% shares	871.08K	0.2%	+₹50.3 cr	Unchanged

Axis Large Cap Fund

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Intersector Rotation

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