Axis Midcap Fund vs Edelweiss Mid Cap Fund
Over the last 3 years, Edelweiss Mid Cap Fund returned 19.9% a year against 17.2% for Axis Midcap Fund (Direct plans). Edelweiss Mid Cap Fund was the more consistent: ahead of its index in 89% of rolling 3-year periods, against 8%. In falling months, Axis Midcap Fund fell less: 78% of the index's fall, against 91%. They hold 50 stocks in common; the portfolio overlap is 47%. Data as of 12 Nov 2026.
| Axis Midcap Fund | Edelweiss Mid Cap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Axis Mutual Fund | Edelweiss Mutual Fund |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Age | 13.9 years | 10.0 years |
| AUM on 30 Oct 2026 | ₹33,456 cr | ₹18,719 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.78% | 0.70% |
| 1Y return | 7.6% | 4.6% |
| 3Y return (a year) | 17.2% | 19.9% |
| 5Y return (a year) | 12.3% | 17.1% |
| 3Y vs index | +2.3% | +5.0% |
| Rating score, rank | 48 · #17 of 28 | 55 · #12 of 28 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.77% | 1.87% |
| 1Y return | 6.6% | 3.3% |
| 3Y return (a year) | 16.0% | 18.3% |
| 5Y return (a year) | 11.1% | 15.5% |
| 3Y vs index | +1.1% | +3.5% |
| Rating score, rank | 52 · #14 of 28 | 55 · #11 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 8% | 89% |
| Deepest fall, 3Y | -19.5% | -20.1% |
| Volatility, 3Y | 15.3% | 16.9% |
| Max fall, 5Y | -20.0% | -20.1% |
| Down capture, 3Y | 78 | 91 |
| Stocks held | 84 | 105 |
| Top 10 holdings | 26% | 21% |
| Large / mid / small caps | 17 / 65 / 5% | 16 / 66 / 15% |
| Largest sector | Auto Components | Banks |
Common questions
Axis Midcap Fund or Edelweiss Mid Cap Fund: which is better?
On our track-record ratings (Direct plans), Axis Midcap Fund is rated B and Edelweiss Mid Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Axis Midcap Fund or Edelweiss Mid Cap Fund: which has done better?
Over the last 3 years, Edelweiss Mid Cap Fund returned 19.9% a year against 17.2% for Axis Midcap Fund (Direct plans).
How much do Axis Midcap Fund and Edelweiss Mid Cap Fund overlap?
They hold 50 stocks in common; the portfolio overlap is 47%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated mid cap funds this month · All mid cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.