Two of the largest Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Kotak Mid Cap Fund Kotak Mahindra | Axis Midcap Fund Axis | |
|---|---|---|
| Returns | ||
| 1 year | -3.1% | +2.3% |
| 3 years, a year | +14.2% | +15.3% |
| 5 years, a year | +13.4% | +10.8% |
| Since launch, a year | +14.2% | +17.1% |
| 3-year rank in category | 16 of 29 | 12 of 29 |
| Benchmark, 3 years | +13.9% | — |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.3% | 14.8% |
| Biggest fall, 3 years | -21.0% | -19.9% |
| Sharpe ratio, 3 years | 0.51 | 0.63 |
| Beta | 0.91 | — |
| Alpha, a year | +1.0% | — |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.51% | 1.77% |
| Money in the fund | ₹64,627 cr | ₹33,310 cr |
| Running for | 19.6 years | 15.7 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | Nifty Midcap 150 TRI | BSE Midcap 150 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Kotak Mahindra | Axis |
|---|---|---|
| FEDERAL BANK LTD. | 2.6% | 4.0% |
| Fortis Healthcare India Ltd | 3.5% | 2.6% |
| GE VERNOVA T&D INDIA LIMITED | 2.5% | 2.4% |
| IPCA Laboratories Ltd. | 3.6% | 2.3% |
| Solar Industries India Limited | 2.4% | 1.9% |
| ETERNAL LIMITED | 1.7% | 2.1% |
| Dixon Technologies India Ltd | 2.4% | 1.6% |
| Schaeffler India Ltd | 2.4% | 1.5% |
| Apar Industries Ltd. | 1.3% | 2.8% |
| BHARAT FORGE LTD. | 1.2% | 1.9% |
Both are Mid Cap funds, from Kotak Mahindra and Axis. Kotak Mid Cap Fund manages ₹64,627 cr and Axis Midcap Fund ₹33,310 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Kotak Mid Cap Fund, at 1.51% a year, against 1.77% for Axis Midcap Fund.
Over three years, Kotak Mid Cap Fund returned +14.2% a year and Axis Midcap Fund +15.3% a year. Over one year they returned -3.1% and +2.3%. Past returns do not indicate future returns.
They hold 34.4% of the same investments, 63.9% of the same industries and 69.4% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.