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Axis Medium Term Fund
Medium TermRank #4
1/5
NAV (2026-09-11)
₹30.14
AUM
₹2,112.31 Cr
Exp. Ratio: 1.33%
RISK LEVEL
Moderately High
Returns & Performance
1 Year6.29%0.68% vs cat avgRank #5
3 Year7.76%0.58% vs cat avgRank #5
5 Year6.64%0.44% vs cat avgRank #3
Since Launch7.93%0.10% vs cat avg
Fund vs Category Average
1Y
6.29%+0.68%
3Y
7.76%+0.58%
5Y
6.64%+0.44%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#5)
✔Overall top-10 rank in category (#4)
Cons
✖Returns since launch below category avg
ISININF846K01BP2
NAV₹30.14
NAV Date2026-09-11
AUM₹2,112.31 Cr
Expense Ratio1.33%
RiskModerately High
Rating1 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-09-04
INVESTMENT OBJECTIVE
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Sachin Jain
Mr. Jain is a B.Tech, AGMP (Management)
Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance Ltd.
Top Holdings
Company
Sector
Asset Value (Cr)
Asset %
REC Ltd. 6.87 31/05/2030
Financial
₹100.91
5.19
LIC Housing Finance Ltd. 7.58 23/03/2035
Financial
₹61.40
3.18
Vedanta Ltd. 9.4 20/02/2027
Metals & Mining
₹60.22
2.85
Adani Power Ltd. 27/01/2028
Energy
₹59.66
2.82
Canara Bank 18/03/2026
Financial
₹49.38
2.40
REC Ltd. 7.3 01/07/2031
Financial
₹49.96
2.38
Aadhar Housing Finance Ltd 8.65 21/08/2027
Financial
₹50.20
2.38
Aadhar Housing Finance Ltd 2.5 03/08/2029
Financial
₹49.65
2.35
Cholamandalam Investment and Finance Company Ltd. 27/02/2029
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Axis Medium Term Fund is ₹30.14 as of 2026-09-11.
Axis Medium Term Fund is classified as a Medium Term fund.
Axis Medium Term Fund is managed by Axis Mutual Fund.
The Assets Under Management (AUM) of Axis Medium Term Fund is ₹2,112.31 Cr.
The expense ratio of Axis Medium Term Fund is 1.33%.
Axis Medium Term Fund is managed by Sachin Jain.
The minimum SIP investment for Axis Medium Term Fund is ₹100.
The exit load for Axis Medium Term Fund is 1%.
As per the SEBI Riskometer, Axis Medium Term Fund carries a Moderately High risk level.
Axis Medium Term Fund has delivered 6.29% (1Y), 7.76% (3Y) and 6.64% (5Y) annualised returns as of 2026-09-11.
Axis Medium Term Fund was launched on 2009-09-04.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
