73
Large & Mid CapBuy
Axis Large & Mid Cap
Axis · Direct–Growth · rank #4 of 36 by Smart Score
Data updated
Trailing returns
1 Year
1.5%
+4.9% vs index
3 Years
13.7%
5 Years
10.3%
Since launch
18.0%
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
+1.6%+6.8% vs index
Why this score
Axis Large & Mid Cap scores 73/100 — #4 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 return13.74% · 79th percentile in category
Sharpe ratio0.63 · 88th percentile in category
Sortino ratio0.74 · 89th percentile in category
Alpha3.63 · 83rd percentile in category
Expense ratio0.83% · 78th percentile in category
Volatility14.74 · 71st percentile in category
Top holdings
1.ICICI Bank Ltd4.43%
2.HDFC Bank Ltd3.38%
3.Divi's Laboratories Ltd2.76%
4.Zomato Ltd2.68%
5.Sona BLW Precision Forgings Ltd2.44%
101 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.