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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 202612.1041
CategoryMedium Duration
PlanDirect · 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 year0.72%
AUM₹0.56 Cr
Growth of ₹10,000₹10,1682 Sep 2021 to 2 Sep 2026
₹10,210₹10,023₹9,837₹9,650₹9,464Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,168 (+0.3% a year) Axis Medium Term Fund

Performance (trailing, annualised)

1Y annualised0.25%
3Y annualised1.24%
5Y annualised0.33%
10Y annualised0.51%

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 ₹1,21,7882.76%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,70,4781.87%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,20,1771.30%

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

Calendar years

Calendar 20211.09%
Calendar 2022-2.41%
Calendar 2023-0.13%
Calendar 20242.11%
Calendar 20251.83%

Rolling returns

Rolling 1Y · average523 windows since 29 Jun 20160.79%
Rolling 1Y · median0.91%
Rolling 1Y · worst window-5.50%
Rolling 1Y · best window6.04%
Rolling 1Y · windows positive60%
Rolling 3Y · average421 windows since 27 Jun 20180.60%
Rolling 3Y · median0.60%
Rolling 3Y · worst window-1.56%
Rolling 3Y · best window3.66%
Rolling 3Y · windows positive64%
Rolling 5Y · average318 windows since 30 Jun 20200.82%
Rolling 5Y · median0.82%
Rolling 5Y · worst window0.15%
Rolling 5Y · best window1.71%
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)5.02%
Downside deviation (3Y)4.89%
Maximum drawdown-4.22%

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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