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.
| Motilal Oswal Midcap Fund Motilal Oswal | Axis Midcap Fund Axis | |
|---|---|---|
| Returns | ||
| 1 year | -5.1% | +2.3% |
| 3 years, a year | +16.2% | +15.3% |
| 5 years, a year | +17.2% | +10.8% |
| Since launch, a year | +19.8% | +17.1% |
| 3-year rank in category | 6 of 29 | 12 of 29 |
| Benchmark, 3 years | +13.9% | — |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 18.9% | 14.8% |
| Biggest fall, 3 years | -29.6% | -19.9% |
| Sharpe ratio, 3 years | 0.57 | 0.63 |
| Beta | 0.90 | — |
| Alpha, a year | +3.0% | — |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.61% | 1.77% |
| Money in the fund | ₹40,188 cr | ₹33,310 cr |
| Running for | 12.8 years | 15.7 years |
| Minimum SIP | — | ₹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 | Motilal Oswal | Axis |
|---|---|---|
| Lenskart Solutions Limited | 2.9% | 2.2% |
| Eternal Limited | 6.7% | 2.1% |
| Multi Commodity Exchange of India Limited | 3.7% | 1.6% |
| Dixon Technologies (India) Limited | 3.4% | 1.6% |
| Coforge Limited | 5.4% | 1.5% |
| PB Fintech Limited | 1.7% | 1.4% |
| Premier Energies Limited | 1.8% | 1.3% |
| BSE Limited | 1.8% | 1.0% |
| One 97 Communications Limited | 8.6% | 1.0% |
| InterGlobe Aviation Limited | 1.8% | 1.0% |
Both are Mid Cap funds, from Motilal Oswal and Axis. Motilal Oswal Midcap Fund manages ₹40,188 cr and Axis Midcap Fund ₹33,310 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Motilal Oswal Midcap Fund, at 1.61% a year, against 1.77% for Axis Midcap Fund.
Over three years, Motilal Oswal Midcap Fund returned +16.2% a year and Axis Midcap Fund +15.3% a year. Over one year they returned -5.1% and +2.3%. Past returns do not indicate future returns.
They hold 17.3% of the same investments, 45.2% of the same industries and 55.5% 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.