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 | ₹207.50 | ₹37.52 |
| Inception | 14 May 2026 | 26 Oct 2018 |
| AUM | — | — |
| Expense ratio | 0.92% | 0.91% |
| FundScore | slipping · p26 | strong · p88 |
| 1 year | -2.18% | 5.03% |
| 3 years (CAGR) | 5.74% | 14.23% |
| 5 years (CAGR) | 1.51% | 11.50% |
| Since inception | 7.22% | 18.07% |
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 | 2.93% | 3.79% |
| 2025 | 3.88% | 10.48% |
| 2024 | 7.70% | 25.61% |
| 2023 | 24.10% | 36.13% |
| 2022 | -14.87% | -4.27% |
| 2021 | 34.04% | 50.80% |
| 2020 | 15.26% | 22.45% |
| 2019 | 13.25% | 19.02% |
These two funds share 33.73% of their portfolios at the stock level.
See every shared stock Own either fund? Import your CAS and see how it fits your whole portfolio — free.
Run my portfolio X-ray