Axis Midcap Fund vs SBI Midcap Fund
Over the last 3 years, Axis Midcap Fund returned 17.4% a year against 10.2% for SBI Midcap Fund (Direct plans). Axis Midcap Fund costs less (0.78% a year, Direct). They hold 22 stocks in common; the portfolio overlap is 25%. Data as of 5 Nov 2026.
| Axis Midcap Fund | SBI Midcap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Axis Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty Midcap 150 | Nifty Midcap 150 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹34,576 cr | ₹24,262 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.78% | 1.01% |
| 1Y return | 6.0% | -0.5% |
| 3Y return (a year) | 17.4% | 10.2% |
| 5Y return (a year) | 12.5% | 11.5% |
| 3Y vs index | +2.1% | -5.1% |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.77% | 1.80% |
| 1Y return | 5.0% | -1.3% |
| 3Y return (a year) | 16.2% | 9.2% |
| 5Y return (a year) | 11.3% | 10.6% |
| 3Y vs index | +0.9% | -6.0% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.3% | 14.6% |
| Max fall, 5Y | -20.0% | -17.9% |
| Down capture, 3Y | 78 | 87 |
| Stocks held | 84 | 55 |
| Top 10 holdings | 26% | 28% |
Common questions
Axis Midcap Fund or SBI Midcap Fund: which has done better?
Over the last 3 years, Axis Midcap Fund returned 17.4% a year against 10.2% for SBI Midcap Fund (Direct plans).
How much do Axis Midcap Fund and SBI Midcap Fund overlap?
They hold 22 stocks in common; the portfolio overlap is 25%.
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.