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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 202610.4704
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₹0.67 Cr
Growth of ₹10,000₹9,8442 Sep 2021 to 2 Sep 2026
₹10,041₹9,915₹9,790₹9,664₹9,539Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,844 (-0.3% a year) Axis Medium Term Fund

Performance (trailing, annualised)

1Y annualised-0.67%
3Y annualised0.20%
5Y annualised-0.31%
10Y annualised-0.68%

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 ₹1,20,2600.40%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,62,5090.45%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,05,3710.35%

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

Calendar years

Calendar 2021-3.64%
Calendar 2022-0.43%
Calendar 2023-0.52%
Calendar 20241.24%
Calendar 20250.93%

Rolling returns

Rolling 1Y · average648 windows since 15 Jan 20140.18%
Rolling 1Y · median-0.08%
Rolling 1Y · worst window-5.13%
Rolling 1Y · best window9.23%
Rolling 1Y · windows positive48%
Rolling 3Y · average546 windows since 18 Jan 2016-0.18%
Rolling 3Y · median-0.57%
Rolling 3Y · worst window-2.34%
Rolling 3Y · best window4.27%
Rolling 3Y · windows positive34%
Rolling 5Y · average444 windows since 16 Jan 2018-0.46%
Rolling 5Y · median-0.53%
Rolling 5Y · worst window-2.10%
Rolling 5Y · best window2.06%
Rolling 5Y · windows positive19%

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

Risk

Volatility (3Y)4.14%
Downside deviation (3Y)3.98%
Maximum drawdown-3.78%

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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