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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 202610.5933
CategoryMedium Duration
PlanRegular · Idcw
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₹0.27 Cr
Growth of ₹10,000₹9,4352 Sep 2021 to 2 Sep 2026
₹10,038₹9,808₹9,578₹9,348₹9,119Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,435 (-1.2% a year) Axis Medium Term Fund

Performance (trailing, annualised)

1Y annualised-1.25%
3Y annualised-0.48%
5Y annualised-1.16%
10Y annualised-0.69%

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 ₹1,21,0151.57%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,62,7570.50%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,97,078-0.19%

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

Calendar years

Calendar 20210.11%
Calendar 2022-3.54%
Calendar 2023-2.39%
Calendar 20240.74%
Calendar 20250.37%

Rolling returns

Rolling 1Y · average688 windows since 4 Apr 20130.12%
Rolling 1Y · median-0.12%
Rolling 1Y · worst window-6.52%
Rolling 1Y · best window9.63%
Rolling 1Y · windows positive49%
Rolling 3Y · average586 windows since 6 Apr 2015-0.00%
Rolling 3Y · median-0.39%
Rolling 3Y · worst window-2.77%
Rolling 3Y · best window3.97%
Rolling 3Y · windows positive43%
Rolling 5Y · average484 windows since 5 Apr 2017-0.08%
Rolling 5Y · median-0.22%
Rolling 5Y · worst window-1.34%
Rolling 5Y · best window1.78%
Rolling 5Y · windows positive34%

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

Risk

Volatility (3Y)5.81%
Downside deviation (3Y)5.70%
Maximum drawdown-5.37%

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.

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