Axis Large Cap Fund Regular Plan Growth

Investment Objective

Axis Large Cap Fund, formerly known as Axis Bluechip Fund, seeks to achieve long term capital appreciation by primarily investing in equity and equity related securities of diversified large cap companies including derivatives.

Investment Strategies

• The scheme allocates 80-100% of its assets in large cap companies and residual 0-20% in other companies.
• The fund aims to allocate 60% of the portfolio to ‘Leaders’, i.e., companies operating in secular growth sectors and have leading market share to provide steady returns. The rest 40% is allocated to Challengers, i.e., emerging companies gaining market share with differentiated offerings or cost advantages to generate alpha.
• It follows the bottom up stock picking strategy with a strong focus on fundamentals.
• It maintains a core portfolio of quality companies with long-term secular growth prospects.
• The scheme takes tactical positions in quality cyclicals based on the fund manager’s outlook on cyclical trends and market positioning.
• The fund aims to outperform the benchmark (BSE 100 TRI) while managing the portfolio with a risk level lower than that of the benchmark. – Brochure
• It selects stocks having the ability to deliver sustainable earnings growth over the medium term.
• It seeks to maintain a relatively liquid portfolio and control its volatility below its benchmark.

Who Should Invest

• Investors having a long term investment horizon seeking investments predominantly in large cap companies.
• Those seeking steady growth and lower volatility in their equity portfolio.

Frequently Asked Questions

What is the risk level of Axis Large Cap Fund?
As per the fund factsheet published by the fund house, Axis Large Cap Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in Axis Large Cap Fund?
Axis Large Cap Fund has no lock-in period for its investors. Thus, the investors of Axis Large Cap Fund are free to make redemption requests on any day as per their requirements.

What type of mutual fund is the Axis Large Cap Fund?
Axis Large Cap Fund is an open-ended equity mutual fund scheme belonging to the large cap fund category.

Is Axis Large Cap Fund an open-ended or close-ended scheme?
Axis Large Cap Fund is an open ended equity mutual fund scheme.

What is the benchmark index for Axis Large Cap Fund?
BSE 100 TRI is the benchmark index of the Axis Large Cap Fund. The fund also has Nifty 50 TRI as its additional benchmark index.