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Two Mid cap funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Kotak Mid Cap Fund vs Axis Midcap Fund, as of 9 Nov 2026: Kotak Mid Cap Fund NAV ₹163.54, 3Y CAGR 15.8%, expense ratio 0.55%; Axis Midcap Fund NAV ₹142.95, 3Y CAGR 16.7%, expense ratio 0.80%; about 34% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Kotak Mid Cap Fund Direct Growth | Axis Midcap Fund Direct Growth | |
|---|---|---|
| Category | Mid cap | Mid cap |
| Fund house | Kotak Mahindra Mutual Fund | Axis Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth Option |
| NAV | ₹163.54 (9 Nov 2026) | ₹142.95 (9 Nov 2026) |
| 1Y return | 2.6% | 7.5% |
| 3Y CAGR | 15.8% | 16.7% |
| 5Y CAGR | 14.7% | 12.1% |
| Since launch (CAGR) | 19.4% | 18.4% |
| Expense ratio | 0.55% | 0.80% |
| AUM | ₹67,093 cr | ₹34,449 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | Nifty Midcap 150 TRI | BSE Midcap 150 TRI |
| Exit load | For exit within 1 year from date of allotment of units : 1%. For exit after 1 year from the date of allotment of units : Nil. | Entry Load - NA If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% If redeemed / switched-out after 12 months from the date of allotment: NIL |
| Minimum SIP | ₹100 | ₹10 |
| Holdings | 71 | 85 |
| Top 10 holdings weight | 27.7% | 25.8% |
| Portfolio overlap | About 34% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Kotak Mid Cap Fund has the higher 5-year CAGR (as of 9 Nov 2026): Kotak Mid Cap Fund 14.7% a year vs Axis Midcap Fund 12.1% a year. Past performance is not indicative of future results.
Kotak Mid Cap Fund costs less: Kotak Mid Cap Fund charges 0.55% a year and Axis Midcap Fund 0.80% a year.
Kotak Mid Cap Fund is larger: Kotak Mid Cap Fund manages ₹67,093 cr and Axis Midcap Fund ₹34,449 cr (as of 9 Nov 2026).
About 34% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer