Large Cap · Equity
Axis Large Cap Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.24
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.32
Downside-only Sharpe
Max Drawdown
-30.1%
Peak-to-trough · full history
Vol (3Y)
12.6%
Annualised σ of daily returns
Positive Days
53%
Smoothness proxy
This fund has delivered weak risk-adjusted returns over the last 3 years (Sharpe 0.24). Its worst peak-to-trough drop over the full history was 30.1% (moderate drawdowns) between 2020-02-12 and 2020-03-23. About 53% of trading days closed up. Profile: risk-on with weak risk-adjusted return.
YTD
-4.6%
Calendar YTD
1 Year
-3.8%
Trailing 12 mo
3 Year
+8.8%
CAGR
5 Year
+5.7%
CAGR
10 Year
+12.3%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2647 windows
- Best window CAGR
- +26.76%
- Median CAGR
- +13.65%
- Avg CAGR
- +14.08%
- Worst window CAGR
- +5.66%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 2155 windows
- Best window CAGR
- +22.45%
- Median CAGR
- +14.68%
- Avg CAGR
- +14.48%
- Worst window CAGR
- +5.10%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Large Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
quant Large Cap Fund
quant Mutual Fund
|
+4.9% | +13.9% | — | — |
|
Invesco India Large Cap Fund
Invesco Mutual Fund
|
+1.5% | +13.9% | +11.7% | — |
|
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
|
-1.7% | +12.8% | — | — |
|
Bank Of India Large Cap Fund
Bank of India Mutual Fund
|
+2.8% | +12.7% | +9.6% | — |
|
Taurus Large Cap Fund
Taurus Mutual Fund
|
+5.3% | +12.5% | +10.4% | — |
|
Taurus Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal
Taurus Mutual Fund
|
+5.2% | +12.5% | +10.4% | — |
|
Axis Large Cap Fund (this fund)
Axis Mutual Fund
|
-3.8% | +8.8% | +5.7% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.