51
Mid CapHold
Axis Midcap
Axis · Direct–Growth · rank #17 of 34 by Smart Score
Data updated
Trailing returns
1 Year
9.4%
-0.4% vs index
3 Years
17.1%
+0.6% vs index
5 Years
13.7%
-3.1% vs index
Since launch
18.7%
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
+9.0%+4.8% vs index
Why this score
Axis Midcap scores 51/100 — #17 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 return13.68% · 25th percentile in category
Volatility14.78 · 95th percentile in category
3Y return17.06% · 35th percentile in category
Fund size34199.50 Cr · 87th percentile in category
Expense ratio0.82% · 68th percentile in category
Sortino ratio0.98 · 61st percentile in category
Top holdings
1.The Federal Bank Ltd4.56%
2.Fortis Healthcare Ltd3.44%
3.Sona BLW Precision Forgings Ltd2.64%
4.The Indian Hotels Company Ltd2.35%
5.GE T&D India Ltd2.31%
83 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.