Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Aditya Birla Sun Life Large & Mid Cap Fund vs Axis Large & Mid Cap Fund
Side-by-side comparison from public AMFI data — returns, ratings, costs and portfolio overlap. Analytics, not advice.
| Aditya Birla Sun Life Large & Mid Cap Fund | Axis Large & Mid Cap Fund | |
|---|---|---|
| Category | Large & Mid Cap Fund | Large & Mid Cap Fund |
| Fund house | Aditya Birla Sun Life Mutual Fund | Axis Mutual Fund |
| Latest NAV | ₹138.05 | ₹38.88 |
| Inception | 14 May 2026 | 26 Oct 2018 |
| AUM | — | — |
| Expense ratio | — | 0.91% |
| FundScore | slipping · p23 | strong · p89 |
| 1 year | 1.22% | 9.65% |
| 3 years (CAGR) | 6.16% | 15.90% |
| 5 years (CAGR) | 2.00% | 12.83% |
| Since inception | 2.48% | 18.77% |
Higher return figures highlighted. Past performance does not predict future returns.
Year-by-year returns
| Year | Aditya Birla Sun Life Large & Mid Cap Fund | Axis Large & Mid Cap Fund |
|---|---|---|
| 2026 | 5.69% | 7.55% |
| 2025 | 3.13% | 10.48% |
| 2024 | 6.90% | 25.61% |
| 2023 | 23.18% | 36.13% |
| 2022 | -15.54% | -4.27% |
| 2021 | 32.99% | 50.80% |
| 2020 | 7.74% | 22.45% |
| 2019 | 4.37% | 19.02% |
These two funds share 33.73% of their portfolios at the stock level.
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