OmniAsset
Get app

OmniAsset › Mutual funds › Axis Medium Term Fund

Axis Medium Term Fund

Medium Duration fund benchmarked to NIFTY Medium Duration Debt Index A-III. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202630.1011
CategoryMedium Duration
PlanRegular · Growth
Launched9 Mar 2012
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1NIFTY Medium Duration Debt Index A-III
Expense ratiodirect plan, a year1.33%
AUM₹951 Cr
Growth of ₹10,000₹13,7992 Sep 2021 to 2 Sep 2026
₹13,832₹12,874₹11,916₹10,958₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,799 (+6.7% a year) Axis Medium Term Fund

Performance (trailing, annualised)

1Y annualised6.56%
3Y annualised7.70%
5Y annualised6.65%
10Y annualised7.21%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,24,1486.45%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,02,4457.37%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,21,5097.31%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20215.21%
Calendar 20223.80%
Calendar 20237.28%
Calendar 20248.69%
Calendar 20258.25%

Rolling returns

Rolling 1Y · average688 windows since 4 Apr 20137.91%
Rolling 1Y · median7.61%
Rolling 1Y · worst window2.56%
Rolling 1Y · best window16.56%
Rolling 1Y · windows positive100%
Rolling 3Y · average586 windows since 6 Apr 20157.89%
Rolling 3Y · median7.85%
Rolling 3Y · worst window5.31%
Rolling 3Y · best window12.01%
Rolling 3Y · windows positive100%
Rolling 5Y · average484 windows since 5 Apr 20177.75%
Rolling 5Y · median7.35%
Rolling 5Y · worst window6.41%
Rolling 5Y · best window9.81%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)1.19%
Downside deviation (3Y)0.65%
Maximum drawdown-0.70%

Management

Fund managerMr. Devang Shah, Mr. Akhil Thakker, Mr. Sachin Jain
Managing since1 Feb 2023

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker