Large & Mid Cap Fund · head to head · AMFI NAVs

Axis Large & Mid Cap Fund vs Mirae Asset Large & Midcap Fund: SIP returns compared

Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Axis Large & Mid Cap Fund is worth ₹8.08 L (XIRR 12.3%) and Mirae Asset Large & Midcap Fund ₹7.54 L (XIRR 9.3%) — Axis Large & Mid Cap Fund ahead by ₹54,731. Across every 5-year SIP since Nov 2018, Axis Large & Mid Cap Fund finished ahead in 34 of 36 and Mirae Asset Large & Midcap Fund in 2.

Same SIP in both funds · real NAVsLive

Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer

₹10,000
6%

Axis Large & Mid Cap Fund: invested — over — instalments; valued at NAV of —:

Value today
—
XIRR —
Post-tax
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If fully redeemed today
Real XIRR
—
After assumed inflation

YearInvestedAxis Large & Mid Cap Fund valueXIRR to date

₹10,000 a month in each: what it became

Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.

SIP periodInvestedAxis Large & Mid Cap FundXIRRMirae Asset Large & Midcap FundXIRRPost-tax (both)
1 year₹1,20,000₹1.21 L1.8%₹1.16 L-6.8%₹1.21 L / ₹1.16 L
3 years₹3,60,000₹3.97 L6.9%₹3.77 L3.2%₹3.97 L / ₹3.77 L
5 years₹6,00,000₹8.08 L12.3%₹7.54 L9.3%₹7.98 L / ₹7.50 L

Every 5-year SIP, head to head

We started the same SIP in both funds in every month both have NAVs for — 36 SIPs, the first starting Nov 2018. Axis Large & Mid Cap Fund finished ahead in 94% of them; the median gap was 1.4 percentage points a year in Axis Large & Mid Cap Fund's favour.

Downside on the same dates: Axis Large & Mid Cap Fund's worst 5-year SIP returned 10.7% a year (started Apr 2021) and 0 of 36 lost money; Mirae Asset Large & Midcap Fund's worst returned 9.3% (started Apr 2021) and 0 lost money.

0%5%10%15%20%25%30%Nov 2018Oct 2021
Axis Large & Mid Cap FundMirae Asset Large & Midcap Fund

XIRR of every 5-year monthly SIP by the month it started. Gap = Axis Large & Mid Cap Fund minus Mirae Asset Large & Midcap Fund, percentage points a year.

WindowSIPs comparedAhead (Axis / Mirae)Median gapWorst gapBest gap
3-year SIPs6073% / 27%+1.5 pp-3.2 ppstarted Jan 2020+4.9 ppstarted Feb 2022
5-year SIPs3694% / 6%+1.4 pp-1.1 ppstarted Feb 2019+2.9 ppstarted Oct 2021

Against an index fund, and the cost of the Regular plan

  • Axis Large & Mid Cap Fund beat a plain Nifty 500 index fund in 82% of 49 rolling 3-year SIPs (median gap +2.9 pp a year) — Axis Large & Mid Cap Fund vs Nifty 500 index fund.
  • Axis Large & Mid Cap Fund: the Regular plan of the same 5-year SIP ended ₹24,721 below Direct.
  • Mirae Asset Large & Midcap Fund beat a plain Nifty 500 index fund in 92% of 49 rolling 3-year SIPs (median gap +1.1 pp a year) — Mirae Asset Large & Midcap Fund vs Nifty 500 index fund.
  • Mirae Asset Large & Midcap Fund: the Regular plan of the same 10-year SIP ended ₹1,47,218 below Direct.

Questions

Which has given better SIP returns, Axis Large & Mid Cap Fund or Mirae Asset Large & Midcap Fund?

Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹8.08 L in Axis Large & Mid Cap Fund (XIRR 12.3%) and ₹7.54 L in Mirae Asset Large & Midcap Fund (XIRR 9.3%). Past returns don't tell you which will do better next.

Has Axis Large & Mid Cap Fund beaten Mirae Asset Large & Midcap Fund consistently?

In 94% of 36 rolling 5-year SIPs started on the same dates (from Nov 2018), Axis Large & Mid Cap Fund ended ahead of Mirae Asset Large & Midcap Fund (Direct plans). The median difference was +1.4 percentage points a year.

Where does this data come from?

Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.

Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.

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