68
Large & Mid CapBuy
Axis Large & Mid Cap
Axis · Direct–Growth · rank #5 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.3%
+3.9% vs index
3 Years
16.0%
5 Years
12.9%
Since launch
18.9%
Year-by-year performance
2021
+46.7%—
2022
-7.6%—
2023
+32.5%—
2024
+27.0%+8.5% vs index
2025
+5.3%-3.1% vs index
2026
+5.9%+6.3% vs index
Why this score
Axis Large & Mid Cap scores 68/100 — #5 of 36 Large & Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 79% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return16.04% · 79th percentile in category
Sharpe ratio0.78 · 77th percentile in category
Sortino ratio0.99 · 86th percentile in category
Volatility14.26 · 74th percentile in category
Fund size16681.65 Cr · 74th percentile in category
1Y return9.28% · 77th percentile in category
Top holdings
1.ICICI Bank Ltd4.71%
2.HDFC Bank Ltd3.49%
3.Zomato Ltd2.48%
4.Sona BLW Precision Forgings Ltd2.44%
5.The Federal Bank Ltd2.13%
100 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.