52
Mid CapHold
Axis Midcap
Axis · Direct–Growth · rank #18 of 34 by Smart Score
Data updated
Trailing returns
1 Year
6.2%
+1.1% vs index
3 Years
16.6%
+1.5% vs index
5 Years
13.1%
-2.8% vs index
Since launch
18.6%
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
+8.7%+5.4% vs index
Why this score
Axis Midcap scores 52/100 — #18 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 return13.05% · 25th percentile in category
Volatility14.81 · 95th percentile in category
Fund size35184.34 Cr · 87th percentile in category
3Y return16.63% · 42nd percentile in category
Expense ratio0.82% · 66th percentile in category
Sortino ratio0.94 · 66th percentile in category
Top holdings
1.The Federal Bank Ltd4.4%
2.Fortis Healthcare Ltd3.21%
3.Apar Industries Ltd2.73%
4.Sona BLW Precision Forgings Ltd2.71%
5.GE T&D India Ltd2.35%
88 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.