Axis Medium Term Fund

Medium DurationDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Axis Medium Term Fund is a Medium Duration fund run by Axis Mutual Fund. On 30-09-2026, it managed ₹1,972 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 8.2% a year and its Regular plan returned 7.5% a year. Its benchmark, NIFTY Medium Duration Debt Index A-III, returned 6.4% a year over the same 3 years.

NAV (Direct plan): ₹33.27; ▲ 0.02%30-10-2026
NAV (Regular plan): ₹30.03; ▲ 0.01%30-10-2026
Expense ratio: 0.71%Direct1.32%Regular; 0.71%; A year
Riskometer: Moderately High; Set by the fund house
3 year return: 8.2%Direct7.5%Regular; 8.2%; A year

Axis Medium Term Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹33.27 (up 0.02% that day); Regular Plan Growth ₹30.03 (up 0.01% that day).

This fund (Direct plan)

₹33.2683

Axis Medium Term Fund Returns vs NIFTY Medium Duration Debt Index A-III

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−0.24%	+0.15%	+2.91%	+5.40%	+8.16%	+7.20%	+7.69%
This fund (Regular)	−0.29%	0.00%	+2.60%	+4.75%	+7.48%	+6.50%	+6.98%
NIFTY Medium Duration Debt Index A-III	−0.45%	−0.64%	+1.96%	+2.80%	+6.40%	+5.32%	--
Medium Duration average	−0.34%	−0.09%	+2.51%	+4.72%	+7.66%	+6.88%	+6.78%
Best in Medium Duration	+0.04%	+0.68%	+3.33%	+7.48%	+10.39%	+12.54%	+8.95%
Worst in Medium Duration	−0.61%	−1.06%	+1.34%	+2.45%	+5.74%	+4.74%	+3.51%
Rank in Medium Duration	3/13	5/13	6/13	4/13	4/13	3/12	4/11

Category rows compare the Direct plans of 13 Medium Duration funds. Rank 1 is the highest return. The benchmark row is as on 30-09-2026, as NSE published it.

Axis Medium Term Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular
2026to date	+4.31%	+3.78%
2025	+8.91%	+8.25%
2024	+9.39%	+8.69%
2023	+8.04%	+7.28%
2022	+4.52%	+3.80%
2021	+5.95%	+5.21%

Axis Medium Term Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,622 periods, one for each trading day from 08-01-2016 to 30-10-2026.

0%5%10%15%

Nov 2013
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025

Axis Medium Term Fund (Direct)Category average, 13 Medium Duration funds

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Category median	Beat category
1 year	3,098	8.4%	3.2%	17.9%	0%	7.7%	76%
2 years	2,863	8.8%	5.1%	14.0%	0%	7.8%	84%
3 years	2,622	8.5%	6.0%	13.2%	0%	7.5%	89%
5 years	2,139	7.9%	7.1%	10.9%	0%	7.4%	98%
7 years	1,657	8.1%	7.2%	10.5%	0%	7.4%	100%
10 years	928	8.5%	7.7%	9.2%	0%	7.8%	100%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Category median	Beat category
1 year	154	8.4%	2.4%	20.7%	0%	7.8%	75%
2 years	142	8.7%	4.6%	14.9%	0%	7.7%	89%
3 years	130	8.4%	5.7%	13.1%	0%	7.4%	86%
5 years	106	8.2%	6.8%	10.2%	0%	7.4%	100%
7 years	82	7.9%	7.1%	9.4%	0%	7.4%	100%
10 years	46	7.9%	7.7%	8.2%	0%	7.4%	100%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat category" counts the periods in which the fund did better than the average of the 13 Medium Duration funds (Direct plans, each weighted the same) over the same days. Past returns do not promise future returns.

Axis Medium Term Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Axis Medium Term Fund (Direct)This fund	Category average
Return (CAGR)	+5.40%	+4.71%
Standard deviation	1.40%	1.39%
Sharpe ratio	0.11	-0.38
Sortino ratio	0.15	-0.54
Maximum drawdown	−0.66% (02-04-2026)	−0.87% (23-10-2026)

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Medium Term Fund (Direct)This fund	Category average
Return (CAGR)	+8.16%	+7.66%
Standard deviation	1.18%	1.18%
Sharpe ratio	1.81	1.39
Sortino ratio	2.72	2.08
Maximum drawdown	−0.66% (02-04-2026)	−0.87% (23-10-2026)

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Medium Term Fund (Direct)This fund	Category average
Return (CAGR)	+7.20%	+6.88%
Standard deviation	1.25%	1.43%
Sharpe ratio	1.12	0.76
Sortino ratio	1.58	1.14
Maximum drawdown	−1.2% (06-05-2022)	−1.8% (06-05-2022)

From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Medium Term Fund (Direct)This fund	Category average
Return (CAGR)	+7.69%	+7.03%
Standard deviation	1.76%	1.86%
Sharpe ratio	1.30	0.88
Sortino ratio	1.79	1.32
Maximum drawdown	−2.5% (23-03-2020)	−3.3% (23-03-2020)

From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Medium Term Fund (Direct)This fund	Category average
Return (CAGR)	+8.44%	+7.86%
Standard deviation	2.44%	2.03%
Sharpe ratio	0.98	0.89
Sortino ratio	1.36	1.28
Maximum drawdown	−7.3% (19-08-2013)	−5.0% (19-08-2013)

From daily NAVs, 08-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−8%−6%−4%−2%0%

2014201620182020202220242026

Axis Medium Term Fund (Direct)Category average, 13 Medium Duration funds

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Axis Medium Term Fund (Direct)	−7.3%	27-05-2013	19-08-2013	20-01-2014	5 months	−0.44%
Category average	−5.0%	06-06-2013	19-08-2013	05-12-2013	4 months	−0.70%

From the Direct plan's daily NAV since 08-01-2013, adjusted for unit splits, and the average of the 13 Medium Duration funds (Direct plans, each weighted the same) over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Axis Medium Term Fund vs Other Medium Duration Funds

The five Medium Duration funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Aditya Birla Sun Life Medium Term Fund	1/13	3,370	0.83%	+7.48%	+10.39%	--	--	1.90	5.02	Compare
Kotak Medium Term Fund	2/13	1,912	0.67%	+5.09%	+8.61%	--	--	1.80	2.67	Compare
Nippon India Medium Term Fund	3/13	146	0.50%	+4.94%	+8.23%	--	--	1.27	2.89	Compare
ICICI Prudential Medium Term Fund	4/13	5,331	0.73%	+5.75%	+8.16%	--	--	1.74	2.56	Compare
Axis Medium Term Fund	4/13	1,972	0.71%	+5.40%	+8.16%	--	--	1.81	2.72

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Axis Medium Term Fund Expense Ratio and Costs

What each plan charges a year, in force from 30-09-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Medium Duration median	Cost rank (1 = cheapest)
Direct	0.60%	0.00%	0.00%	0.11%	0.71%	0.70%	8/13
Regular	1.12%	0.00%	0.00%	0.20%	1.32%	1.32%	7/13

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Medium Duration funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	4.75%	5.40%	0.65%	₹1,04,750	₹1,05,400
3 years	7.48%	8.16%	0.68% a year	₹1,24,160	₹1,26,532
5 years	6.50%	7.20%	0.70% a year	₹1,37,009	₹1,41,571
10 years	6.98%	7.69%	0.71% a year	₹1,96,348	₹2,09,775

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Axis Medium Term Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 08-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planAxis Medium Term Fund (Direct)	₹16,60,000	₹29,72,864	₹13,12,864	8.0%
Regular planAxis Medium Term Fund (Regular)	₹16,60,000	₹28,08,305	₹11,48,305	7.3%
Category averageCategory average, 13 Medium Duration funds	₹16,60,000	₹28,40,645	₹11,80,645	7.4%

₹0₹10.0 L₹20.0 L₹30.0 L

2014201620182020202220242026

Direct planAxis Medium Term Fund (Direct)Regular planAxis Medium Term Fund (Regular)Category averageCategory average, 13 Medium Duration fundsAmount invested

From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Axis Medium Term Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

95.0%Debt

Asset	Fund	Category
Debt	95.0%	82.7%
Cash and others	5.0%	17.3%

Credit rating

Bonds and money market papers by credit rating, % of the fund. Category: the average of 13 Medium Duration funds.

Rating	Fund	Category
Sovereign	21.0%	23.6%
AAA and A1+	7.4%	26.1%
AA	59.9%	30.9%
A and below	6.7%	2.1%

Axis Medium Term Fund Portfolio Holdings

As on 30-09-2026 · 78 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%
6.94% Government of India (11/05/2036) · Government security	Sovereign	8.85%
Jubilant Beverages Limited (31/05/2028) (ZCB) · Bond	CRISIL AA	3.69%
8.58% GMR Hyderabad International Airport Limited (28/03/2034) · Bond	ICRA AA+	3.29%
Jubilant Bevco Limited (31/05/2028) (ZCB) · Bond	CRISIL AA	3.14%
7.18% Tamilnadu State Development Loans (03/12/2033) · State government security	Sovereign	3.14%
8% Adani Power Limited (27/01/2028) · Bond	CRISIL AA	3.03%
9.5% Delhi International Airport Limited (22/03/2034) · Bond	ICRA AA	2.84%
8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) · Bond	CRISIL AA-	2.78%
9.01% Hiranandani Financial Services Private Limited (30/03/2029) · Bond	CARE A+	2.61%
8.65% Aadhar Housing Finance Limited (20/08/2027) · Bond	ICRA AA+	2.55%
Aadhar Housing Fin FRN 3MTBIL+2.5% Aadhar Housing Finance Limited (03/08/2029) (FRN) · Bond	ICRA AA+	2.54%
8.45% Adani Airport Holdings Limited (12/02/2029) · Bond	CRISIL AA-	2.51%
JSW Kalinga Steel Limited (23/03/2029) (ZCB) · Bond	CRISIL AA	2.37%
Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN) · Bond	ICRA AA+	2.28%
9.40% Vedanta Aluminium Metal Limited (20/02/2027) · Bond	ICRA AA+	2.19%
5% GMR Airports Limited (13/02/2027) · Bond	CRISIL AA-	2.15%
7.96% Lodha Developers Limited (07/07/2028) · Bond	ICRA AA	2.13%
Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) · Bond	ICRA A+(CE)	2.03%
10.5% Navi Finserv Limited (01/06/2028) · Bond	CRISIL A	2.03%
8.8% 360 One Prime Limited (22/06/2028) · Bond	ICRA AA	2.02%
9.5% Kogta Financial (India) Limited (30/10/2027) · Bond	CARE AA-	2.01%
6.9% Government of India (15/04/2065) · Government security	Sovereign	1.96%
5% GMR Airports Limited (13/08/2028) · Bond	CRISIL AA-	1.79%
9.4% IndoStar Capital Finance Limited (18/06/2027) · Bond	CARE AA-	1.78%
8.60% Aditya Birla Renewables Limited (24/09/2027) · Bond	CRISIL AA	1.77%
8.95% Aptus Finance India Private Limited (06/03/2029) · Bond	CARE AA	1.59%
9.4% IKF Finance Limited (12/08/2027) · Bond	CARE AA-	1.52%
7.1% Government of India (08/04/2034) · Government security	Sovereign	1.37%
JTPM Metal Traders Limited (29/09/2028) (ZCB) · Bond	CRISIL AA	1.37%
8.3% Tata Projects Limited (07/01/2028) · Bond	CRISIL AA	1.26%
8.15% Godrej Industries Limited (22/11/2029) · Bond	CRISIL AA+	1.25%
6.28% Government of India (14/07/2032) · Government security	Sovereign	1.22%
9.5% Keystone Realtors Limited (29/09/2028) · Bond	ICRA AA-	1.20%
6.68% Government of India (07/07/2040) · Government security	Sovereign	1.20%
6.94% Power Grid Corporation of India Limited (15/04/2035) · Bond	CRISIL AAA	1.20%
IndiGrid Infrastructure Trust	Power	1.12%
Raajmarg Infra Investment Trust	Transport Infrastructure	1.08%
Capital Infra Trust	Construction	1.03%
7.71% Government of India (18/05/2066) · Government security	Sovereign	1.01%
9% IKF Finance Limited (12/09/2028) · Bond	CARE AA-	1.01%
7.73% Embassy Office Parks REIT (14/12/2029) · Bond	CRISIL AAA	1.01%
8.85% Veritas Finance Private Limited (19/09/2029) · Bond	CARE AA-	1.00%
7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035) · Bond	CRISIL AAA(CE)	0.98%
Siddhivinayak Securitisation Trust (28/09/2030)	CRISIL AAA(SO)	0.92%
Shivshakti Securitisation Trust (28/09/2029)	CRISIL AAA(SO)	0.92%
8.65% TVS Holdings Limited (07/06/2029) · Bond	CRISIL AA+	0.76%
7.80% Mahanagar Telephone Nigam Limited (07/11/2033) · Bond	CARE AAA(CE)	0.75%
8.11% Pilani Investment and Industries Corporation Limited (24/04/2029) · Bond	CRISIL AA+	0.75%
Radhakrishna Securitisation Trust (28/09/2028)	CRISIL AAA(SO)	0.58%
9.31% Vedanta Limited (03/12/2027) · Bond	CRISIL AA+	0.51%
7.26% Government of India (06/02/2033) · Government security	Sovereign	0.51%
7.86% Jharkhand State Development Loans (09/11/2034) · State government security	Sovereign	0.51%
7.20% National Bank For Agriculture and Rural Development (21/10/2031) · Bond	CRISIL AAA	0.50%
9% Aditya Birla Digital Fashion Ventures Limited (20/07/2029) · Bond	CRISIL AA-	0.50%
7.45% Altius Telecom Infrastructure Trust (20/04/2035) · Bond	CRISIL AAA	0.49%
8.75% Aptus Value Housing Finance India Limited (11/03/2030) · Bond	CARE AA	0.33%
SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2		0.32%
7.44% Maharashtra State Development Loans (04/02/2034) · State government security	Sovereign	0.32%
Knowledge Realty Trust	Realty	0.25%
7.57% Government of India (17/06/2033) · Government security	Sovereign	0.16%
6.48% Government of India (06/10/2035) · Government security	Sovereign	0.15%
7.34% Government of India (22/04/2064) · Government security	Sovereign	0.14%
Citius Transnet Investment Trust	Transport Infrastructure	0.13%
7.26% Government of India (22/08/2032) · Government security	Sovereign	0.10%
7.46% Karnataka State Development Loans (20/03/2038) · State government security	Sovereign	0.09%
7.88% Government of India (19/03/2030) · Government security	Sovereign	0.08%
Embassy Office Parks REIT	Realty	0.06%
8.49% National Highways Authority Of India (05/02/2029) · Bond	CRISIL AAA	0.06%
7.23% Government of India (15/04/2039) · Government security	Sovereign	0.05%
7.1% Government of India (18/04/2029) · Government security	Sovereign	0.05%
Cube Highways Trust-InvIT Fund	Transport Infrastructure	0.04%
7.26% Government of India (14/01/2029) · Government security	Sovereign	0.03%
Indus Infra Trust	Transport Infrastructure	0.02%
6.79% Government of India (07/10/2034) · Government security	Sovereign	0.02%
5.79% Government of India (11/05/2030) · Government security	Sovereign	0.02%
8.60% Government of India (02/06/2028) · Government security	Sovereign	0.02%
7.35% Embassy Office Parks REIT (05/04/2027) · Bond	CRISIL AAA	0.01%
8.15% Government of India (24/11/2026) · Government security	Sovereign	0.00%

Axis Medium Term Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Axis Credit Risk FundCredit Risk · Axis	58.3%	40	Compare
DSP Credit Risk FundCredit Risk · DSP	26.1%	11	Compare
Aditya Birla Sun Life Medium Term FundMedium Duration · Aditya Birla Sun Life	26.0%	19	Compare
Aditya Birla Sun Life Credit Risk FundCredit Risk · Aditya Birla Sun Life	21.6%	18	Compare
Axis Conservative Hybrid FundConservative Hybrid · Axis	21.1%	12	Compare
SBI Medium to Long Term FundMedium to Long Duration · SBI	20.8%	10	Compare
HDFC Credit Risk FundCredit Risk · HDFC	20.0%	19	Compare
Axis Floating Interest Rates FundFloater · Axis	19.6%	11	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Axis Medium Term Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 0.71%
Expense ratio (Regular): 1.32%
Category: Medium Duration
Risk: Moderately High
Benchmark: NIFTY Medium Duration Debt Index A-III
Launch date: 28-03-2012
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹1,972.32 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 120475
ISIN (Direct): INF846K01DT0
Scheme code (Regular): 116894
ISIN (Regular): INF846K01BP2
NAV history: From 08-01-2013, 13.8 years

Exit load: NIL

Tax on Axis Medium Term Fund returns

Axis Medium Term Fund is taxed as a debt fund: 65% or more of it is in bonds and money market papers.
For units bought on or after 01-04-2023, the gain is added to your income and taxed at your slab rate, however long you hold the units.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹33.2683	30-10-2026
direct	Half Yearly IDCW	₹11.8872	30-10-2026
direct	Quarterly IDCW	₹10.2558	30-10-2026
regular	Growth	₹30.0294	30-10-2026
regular	Half Yearly IDCW	₹10.3683	30-10-2026
regular	Quarterly IDCW	₹10.1259	30-10-2026

About Axis Medium Term Fund

Axis Medium Term Fund is a mutual fund from Axis Mutual Fund. Its category is Medium Duration. It was launched on 28-03-2012. Its benchmark is NIFTY Medium Duration Debt Index A-III. At the end of September 2026 it held 78 securities.

Fund Manager

Devang Shah
Fund manager of Axis Medium Term Fund
Akhil Thakker
Fund manager of Axis Medium Term Fund
Sachin Jain
Fund manager of Axis Medium Term Fund

See all funds of Axis Mutual Fund

AUM change

September 2026: ₹1,972.32 Cr; −6.63% from August 2026
August 2026: ₹2,112.31 Cr; +0.69% from July 2026
July 2026: ₹2,097.93 Cr; −1.04% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Axis Medium Term Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Axis Medium Term vs Aditya Birla Sun Life Medium Term26.0% overlap
Axis Medium Term vs Kotak Medium TermMedium Duration
Axis Medium Term vs Nippon India Medium TermMedium Duration
Axis Medium Term vs ICICI Prudential Medium TermMedium Duration
Axis Medium Term vs Axis Credit Risk58.3% overlap
Axis Medium Term vs DSP Credit Risk26.1% overlap
Axis Medium Term vs Aditya Birla Sun Life Credit Risk21.6% overlap
Axis Medium Term vs Axis Conservative Hybrid21.1% overlap

Compare with any other fund

Frequently Asked Questions for Axis Medium Term Fund

What is the current NAV of Axis Medium Term Fund?

The Direct plan NAV is ₹33.2683. The Regular plan NAV is ₹30.0294, as on 30-10-2026.

What are the returns of Axis Medium Term Fund?

The Direct plan returned +5.40% in 1 year, +8.16% a year over 3 years, +7.20% a year over 5 years. The Regular plan returned +4.75% in 1 year, +7.48% a year over 3 years, +6.50% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of Axis Medium Term Fund?

The Direct plan charges 0.71% a year. The Regular plan charges 1.32% a year. This is the figure the fund house reported to AMFI, in force from 30-09-2026.

What is the AUM of Axis Medium Term Fund?

Axis Medium Term Fund managed ₹1,972.32 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Axis Medium Term Fund?

At the end of September 2026 the largest holdings were 6.94% Government of India (11/05/2036) (8.85%), Jubilant Beverages Limited (31/05/2028) (ZCB) (3.69%), 8.58% GMR Hyderabad International Airport Limited (28/03/2034) (3.29%), Jubilant Bevco Limited (31/05/2028) (ZCB) (3.14%), 7.18% Tamilnadu State Development Loans (03/12/2033) (3.14%). The fund held 78 securities in all.

How do I invest in Axis Medium Term Fund?

Through Axis Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of Axis Medium Term Fund?

Devang Shah, Akhil Thakker, Sachin Jain.

What is the exit load of Axis Medium Term Fund?

NIL

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.