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Home Mf Research Axis Medium Term Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Medium Term Fund - Regular Plan - Growth

AXIS MUTUAL FUND Debt Debt Medium Duration

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,005.97 +0.60%
Two Week 2026-10-21 ₹1,000.00 ₹1,005.01 +0.50%
One Month 2026-10-05 ₹1,000.00 ₹1,001.82 +0.18%
Three Months 2026-08-06 ₹3,000.00 ₹3,003.59 +0.12%
Six Months 2026-05-08 ₹6,000.00 ₹6,057.95 +0.97%
One Year 2025-11-04 ₹12,000.00 ₹12,322.82 +2.69%
Three Year 2023-11-06 ₹36,000.00 ₹39,869.36 +10.75%
Five Year 2021-11-08 ₹60,000.00 ₹71,667.33 +19.45%
Ten Year 2016-11-07 ₹120,000.00 ₹171,973.86 +43.31%
Since Inception 2012-03-28 ₹178,000.00 ₹313,786.17 +76.28%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

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Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Sovereign 22.52%
CRISIL AA 18.36%
ICRA AA 12.46%
ICRA AA+ 8.11%
CARE AA- 6.14%
CRISIL AA- 5.41%
CRISIL AAA 3.30%
CRISIL AA+ 3.07%
Other 2.81%
CRISIL A+ 2.76%
CARE A+ 2.44%
CRISIL AAA(SO) 2.30%
CARE AA 1.93%
ICRA A+(CE) 1.90%
ICRA AA- 1.38%
Transport Infrastructure 1.19%
Power 1.07%
Construction 0.96%
CRISIL AAA(CE) 0.93%
CARE AAA(CE) 0.70%
Realty 0.27%

Top Holdings

Company-wise portfolio exposure

IndiGrid Infrastructure Trust 1.07%
Raajmarg Infra Investment Trust 1.01%
Capital Infra Trust 0.96%
Knowledge Realty Trust 0.22%
Citius Transnet Investment Trust 0.12%
Embassy Office Parks REIT 0.05%
Cube Highways Trust-InvIT Fund 0.04%
Indus Infra Trust 0.02%
6.94% Government of India (11/05/2036) 11.00%
Jubilant Beverages Limited (31/05/2028) (ZCB) 3.43%
8.58% GMR Hyderabad International Airport Limited (28/03/2034) 3.13%
7.18% Tamilnadu State Development Loans (03/12/2033) 2.97%
Jubilant Bevco Limited (31/05/2028) (ZCB) 2.91%
9.40% Vedanta Aluminium Metal Limited (20/02/2027) 2.85%
8% Adani Power Limited (27/01/2028) 2.82%
9.5% Delhi International Airport Limited (22/03/2034) 2.66%
8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) 2.60%
9.01% Hiranandani Financial Services Private Limited (30/03/2029) 2.44%
8.65% Aadhar Housing Finance Limited (20/08/2027) 2.38%
8.5% Nirma Limited (07/04/2027) 2.37%
Aadhar Housing Fin FRN 3MTBIL+2.5% Aadhar Housing Finance Limited (03/08/2029) (FRN) 2.35%
8.45% Adani Airport Holdings Limited (12/02/2029) 2.34%
JSW Kalinga Steel Limited (23/03/2029) (ZCB) 2.20%
Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN) 2.13%
5% GMR Airports Limited (13/02/2027) 2.00%
7.96% Lodha Developers Limited (07/07/2028) 1.99%
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) 1.90%
8.8% 360 One Prime Limited (22/06/2028) 1.89%
9.5% Kogta Financial (India) Limited (30/10/2027) 1.88%
6.9% Government of India (15/04/2065) 1.85%
JTPM Metal Traders Limited (29/09/2028) (ZCB) 1.79%
9.4% IndoStar Capital Finance Limited (18/06/2027) 1.66%
8.60% Aditya Birla Renewables Limited (24/09/2027) 1.66%
8.95% Aptus Finance India Private Limited (06/03/2029) 1.63%
9.4% IKF Finance Limited (12/08/2027) 1.42%
9.5% Keystone Realtors Limited (29/09/2028) 1.38%
7.1% Government of India (08/04/2034) 1.30%
9.3% JM Financial Credit Solution Limited (15/02/2027) 1.19%
8.3% Tata Projects Limited (07/01/2028) 1.18%
8.15% Godrej Industries Limited (22/11/2029) 1.18%
6.28% Government of India (14/07/2032) 1.16%
6.68% Government of India (07/07/2040) 1.14%
6.94% Power Grid Corporation of India Limited (15/04/2035) 1.14%
7.71% Government of India (18/05/2066) 0.96%
7.73% Embassy Office Parks REIT (14/12/2029) 0.94%
9% IKF Finance Limited (12/09/2028) 0.94%
7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035) 0.93%
5% GMR Airports Limited (13/08/2028) 0.76%
8.65% TVS Holdings Limited (07/06/2029) 0.71%
8.11% Pilani Investment and Industries Corporation Limited (24/04/2029) 0.70%
7.20% National Bank For Agriculture and Rural Development (21/10/2031) 0.70%
7.80% Mahanagar Telephone Nigam Limited (07/11/2033) 0.70%
7.26% Government of India (06/02/2033) 0.49%
7.86% Jharkhand State Development Loans (09/11/2034) 0.48%
9.31% Vedanta Limited (03/12/2027) 0.48%
9% Aditya Birla Digital Fashion Ventures Limited (20/07/2029) 0.47%
7.45% Altius Telecom Infrastructure Trust (20/04/2035) 0.46%
8.75% Aptus Value Housing Finance India Limited (11/03/2030) 0.30%
7.44% Maharashtra State Development Loans (04/02/2034) 0.30%
9.75% Veritas Finance Private Limited (28/11/2026) 0.24%
7.57% Government of India (17/06/2033) 0.15%
6.48% Government of India (06/10/2035) 0.14%
7.34% Government of India (22/04/2064) 0.14%
7.26% Government of India (22/08/2032) 0.10%
7.46% Karnataka State Development Loans (20/03/2038) 0.09%
7.88% Government of India (19/03/2030) 0.07%
8.49% National Highways Authority Of India (05/02/2029) 0.06%
7.1% Government of India (18/04/2029) 0.05%
7.23% Government of India (15/04/2039) 0.05%
7.26% Government of India (14/01/2029) 0.02%
5.79% Government of India (11/05/2030) 0.02%
8.60% Government of India (02/06/2028) 0.02%
6.79% Government of India (07/10/2034) 0.02%
7.35% Embassy Office Parks REIT (05/04/2027) 0.00%
8.15% Government of India (24/11/2026) 0.00%
7.59% Government of India (20/03/2029) 0.00%
Siddhivinayak Securitisation Trust (28/09/2030) 0.88%
Shivshakti Securitisation Trust (28/09/2029) 0.87%
Radhakrishna Securitisation Trust (28/09/2028) 0.55%
SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2 0.30%
Clearing Corporation of India Ltd 0.63%
Net Receivables / (Payables) 1.88%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
4.44 Years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderately High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Medium Term Fund - Regular Plan - Growth 6.90% 9.63% 8.74%
ICICI Prudential Medium Term Fund - Regular Plan - Growth 5.23% 7.49% 7.39%
HDFC Medium Term Fund - Regular Plan - Growth 4.90% 7.02% 7.53%
SBI Medium Term Fund - Regular Plan - Growth 4.84% 6.93% 7.65%
Bandhan Medium Term Fund - Regular Plan - Growth 4.61% 6.69% 7.01%
Nippon India Medium Term Fund - Regular Plan - Growth 4.53% 7.68% 4.31%
DSP Medium Term Fund - Growth - (54Eb Benefit) - Regular Plan - Growth 4.40% 6.79% 7.10%
DSP Medium Term Fund - Growth - (54Ea Benefit) - Regular Plan - Growth 4.40% 6.79% 7.10%
Kotak Medium Term Fund - Regular Plan - Growth 4.17% 7.54% 7.29%
HSBC Medium Term Fund - Regular Plan - Growth 3.81% 6.82% 6.80%

Returns are historical and do not guarantee future performance.

View All Debt Medium Duration Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.34% 21.82% 15.69%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Innovation Fund - Regular Plan - Growth 10.86% 17.16% 13.69%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.33%
Expense Ratio (Direct)
0.72%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY Medium Duration Debt Index A-III TRI

Exit Load

Charges that may apply when you redeem units

N/A
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
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