72
Large & Mid CapBuy
Axis Large & Mid Cap
Axis · Direct–Growth · rank #5 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.9%
+4.7% vs index
3 Years
15.2%
5 Years
12.1%
Since launch
18.7%
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
+5.1%+7.0% vs index
Why this score
Axis Large & Mid Cap scores 72/100 — #5 of 36 Large & Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 83% 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 return15.19% · 83rd percentile in category
Sharpe ratio0.81 · 86th percentile in category
Sortino ratio0.90 · 89th percentile in category
Volatility14.20 · 77th percentile in category
Alpha3.24 · 77th percentile in category
5Y return12.08% · 40th percentile in category
Top holdings
1.ICICI Bank Ltd4.63%
2.HDFC Bank Ltd3.21%
3.Divi's Laboratories Ltd2.66%
4.Zomato Ltd2.61%
5.Sona BLW Precision Forgings Ltd2.5%
102 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.