56
Mid CapHold
Axis Midcap
Axis · Direct–Growth · rank #16 of 34 by Smart Score
Data updated
Trailing returns
1 Year
2.2%
+2.5% vs index
3 Years
15.1%
+1.9% vs index
5 Years
11.0%
-2.0% vs index
Since launch
18.1%
Year-by-year performance
2021
+41.8%-5.1% vs index
2022
-3.9%-7.5% vs index
2023
+31.0%-13.3% vs index
2024
+31.4%+7.2% vs index
2025
+2.0%-3.8% vs index
2026
+4.0%+6.1% vs index
Why this score
Axis Midcap scores 56/100 — #16 of 34 Mid Cap fund (Hold). It stands out for volatility and fund size — beating 95% of peers on volatility. The main drag is its 5y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
5Y return10.98% · 25th percentile in category
Volatility14.91 · 95th percentile in category
Fund size33567.10 Cr · 87th percentile in category
Expense ratio0.84% · 70th percentile in category
Sortino ratio0.79 · 71st percentile in category
1Y return2.21% · 60th percentile in category
Top holdings
1.The Federal Bank Ltd3.98%
2.Apar Industries Ltd2.84%
3.Sona BLW Precision Forgings Ltd2.69%
4.Fortis Healthcare Ltd2.61%
5.GE T&D India Ltd2.41%
84 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.