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Two Mid cap funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Axis Midcap Fund vs Motilal Oswal Midcap Fund, as of 9 Nov 2026: Axis Midcap Fund NAV ₹142.95, 3Y CAGR 16.7%, expense ratio 0.80%; Motilal Oswal Midcap Fund NAV ₹119.11, 3Y CAGR 18.0%, expense ratio 0.92%; about 16% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Axis Midcap Fund Direct Growth | Motilal Oswal Midcap Fund Direct Growth | |
|---|---|---|
| Category | Mid cap | Mid cap |
| Fund house | Axis Mutual Fund | Motilal Oswal Mutual Fund |
| Plan | Direct Plan · Growth Option | — |
| NAV | ₹142.95 (9 Nov 2026) | ₹119.11 (9 Nov 2026) |
| 1Y return | 7.5% | 1.1% |
| 3Y CAGR | 16.7% | 18.0% |
| 5Y CAGR | 12.1% | 18.7% |
| Since launch (CAGR) | 18.4% | 21.5% |
| Expense ratio | 0.80% | 0.92% |
| AUM | ₹34,449 cr | ₹42,420 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | BSE Midcap 150 TRI | Nifty Midcap 150 TRI |
| Exit load | 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 | 2% if redeemed/switched-out on or before 1 year from date of allotment, Nil, if redeemed/switched-out after 1 year from the date of allotment. |
| Minimum SIP | ₹10 | ₹100 |
| Holdings | 85 | 30 |
| Top 10 holdings weight | 25.8% | 53.8% |
| Portfolio overlap | About 16% 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 →Motilal Oswal Midcap Fund has the higher 5-year CAGR (as of 9 Nov 2026): Axis Midcap Fund 12.1% a year vs Motilal Oswal Midcap Fund 18.7% a year. Past performance is not indicative of future results.
Axis Midcap Fund costs less: Axis Midcap Fund charges 0.80% a year and Motilal Oswal Midcap Fund 0.92% a year.
Motilal Oswal Midcap Fund is larger: Axis Midcap Fund manages ₹34,449 cr and Motilal Oswal Midcap Fund ₹42,420 cr (as of 9 Nov 2026).
About 16% 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