Axis Midcap Fund vs Kotak Mid Cap Fund
Over the last 3 years, Axis Midcap Fund returned 17.4% a year against 16.7% for Kotak Mid Cap Fund (Direct plans). Kotak Mid Cap Fund costs less (0.54% a year, Direct). They hold 34 stocks in common; the portfolio overlap is 34%. Data as of 5 Nov 2026.
| Axis Midcap Fund | Kotak Mid Cap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Axis Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark (TRI) | Nifty Midcap 150 | Nifty Midcap 150 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹34,576 cr | ₹69,655 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.78% | 0.54% |
| 1Y return | 6.0% | 1.9% |
| 3Y return (a year) | 17.4% | 16.7% |
| 5Y return (a year) | 12.5% | 15.4% |
| 3Y vs index | +2.1% | +1.4% |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.77% | 1.50% |
| 1Y return | 5.0% | 0.9% |
| 3Y return (a year) | 16.2% | 15.4% |
| 5Y return (a year) | 11.3% | 14.1% |
| 3Y vs index | +0.9% | +0.2% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.3% | 16.6% |
| Max fall, 5Y | -20.0% | -20.9% |
| Down capture, 3Y | 78 | 93 |
| Stocks held | 84 | 70 |
| Top 10 holdings | 26% | 28% |
Common questions
Axis Midcap Fund or Kotak Mid Cap Fund: which has done better?
Over the last 3 years, Axis Midcap Fund returned 17.4% a year against 16.7% for Kotak Mid Cap Fund (Direct plans).
How much do Axis Midcap Fund and Kotak Mid Cap Fund overlap?
They hold 34 stocks in common; the portfolio overlap is 34%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.