What is the 5-year rolling return of Axis Large & Mid Cap Fund?

Across 737 overlapping 5-year holding periods between 26 October 2018 and 15 October 2026, the Direct plan of Axis Large & Mid Cap Fund returned an average of 21.25% a year, with a median of 22.60%. The best 5-year stretch returned 29.94% a year and the worst returned 10.15%.

Has Axis Large & Mid Cap Fund ever lost money over 5 years?

No. Every one of the 737 5-year holding periods in this fund's history ended in profit. The weakest returned 10.15% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Axis Large & Mid Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 21.25% a year on the Direct plan against 19.63% on the Regular plan, a difference of 1.62% a year.

What is the 1-year rolling return of Axis Large & Mid Cap Fund?

Across 1,723 overlapping 1-year holding periods between 26 October 2018 and 15 October 2026, the Direct plan of Axis Large & Mid Cap Fund returned an average of 21.28% a year, with a median of 15.94%. The best 1-year stretch returned 89.24% a year and the worst returned -14.10%.

What is the 3-year rolling return of Axis Large & Mid Cap Fund?

Across 1,229 overlapping 3-year holding periods between 26 October 2018 and 15 October 2026, the Direct plan of Axis Large & Mid Cap Fund returned an average of 21.24% a year, with a median of 20.83%. The best 3-year stretch returned 31.62% a year and the worst returned 11.70%.

What is the 7-year rolling return of Axis Large & Mid Cap Fund?

Axis Large & Mid Cap Fund has 240 windows at the 7-year holding period, because its NAV record begins on 26 October 2018. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Axis Mutual Fund

Axis Large & Mid Cap Fund — rolling returns

Large & Mid Cap · NAV data as of 15 October 2026

1,969 daily NAV records since 26 October 2018

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 737 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 26 October 2018 to 15 October 2026

Average rolling return

21.25%

Windows computed

737

Median return

22.60%

Standard deviation

4.35%

Best 5-year window

29.94%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

10.15%a year

Invested 18 Oct 2021 · exited 15 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (737 of 737)
Above 8%: 100.0% (737 of 737)
Above 12%: 96.9% (714 of 737)
Above 15%: 86.0% (634 of 737)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 149 of 737 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Axis Large & Mid Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	21.28%	21.24%	21.25%	19.42%	—
Median	15.94%	20.83%	22.60%	19.51%	—
Minimum	-14.10%	11.70%	10.15%	17.40%	—
Maximum	89.24%	31.62%	29.94%	20.66%	—
Std deviation	21.70%	4.25%	4.35%	0.76%	—
Consistency
Above 0%	86.71%	100.00%	100.00%	100.00%	—
Above 8%	65.29%	100.00%	100.00%	100.00%	—
Above 12%	55.54%	99.92%	96.88%	100.00%	—
Above 15%	51.42%	94.96%	86.02%	100.00%	—
Coverage
Windows computed	1,723	1,229	737	240	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.62% a year more than Regular.

5-year rolling returns for Axis Large & Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	21.25%	19.63%
Best window	29.94%from 23 Mar 2020	28.22%from 23 Mar 2020
Worst window	10.15%from 18 Oct 2021	8.86%from 18 Oct 2021
Windows computed	737	737

Common questions about Axis Large & Mid Cap Fund

What is the 5-year rolling return of Axis Large & Mid Cap Fund?: Across 737 overlapping 5-year holding periods between 26 October 2018 and 15 October 2026, the Direct plan of Axis Large & Mid Cap Fund returned an average of 21.25% a year, with a median of 22.60%. The best 5-year stretch returned 29.94% a year and the worst returned 10.15%.
Has Axis Large & Mid Cap Fund ever lost money over 5 years?: No. Every one of the 737 5-year holding periods in this fund's history ended in profit. The weakest returned 10.15% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Axis Large & Mid Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 21.25% a year on the Direct plan against 19.63% on the Regular plan, a difference of 1.62% a year.
What is the 1-year rolling return of Axis Large & Mid Cap Fund?: Across 1,723 overlapping 1-year holding periods between 26 October 2018 and 15 October 2026, the Direct plan of Axis Large & Mid Cap Fund returned an average of 21.28% a year, with a median of 15.94%. The best 1-year stretch returned 89.24% a year and the worst returned -14.10%.
What is the 3-year rolling return of Axis Large & Mid Cap Fund?: Across 1,229 overlapping 3-year holding periods between 26 October 2018 and 15 October 2026, the Direct plan of Axis Large & Mid Cap Fund returned an average of 21.24% a year, with a median of 20.83%. The best 3-year stretch returned 31.62% a year and the worst returned 11.70%.
What is the 7-year rolling return of Axis Large & Mid Cap Fund?: Axis Large & Mid Cap Fund has 240 windows at the 7-year holding period, because its NAV record begins on 26 October 2018. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Large & Mid Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.