Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Axis Medium Term Fund

Axis Medium Term Fund icon

Axis Medium Term Fund

Medium DurationRank #4
1/5

NAV (2026-08-25)

30.14

AUM

₹2,097.93 Cr

Exp. Ratio: 1.32%

RISK LEVEL

Moderately High

Returns & Performance

1 Year6.73%0.65% vs cat avgRank #5
3 Year7.84%0.57% vs cat avgRank #5
5 Year6.75%0.44% vs cat avgRank #3
Since Launch7.95%0.10% vs cat avg

Fund vs Category Average

1Y
6.73%+0.65%
3Y
7.84%+0.57%
5Y
6.75%+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 Date2026-08-25
AUM₹2,097.93 Cr
Expense Ratio1.32%
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

CompanySectorAsset Value (Cr)Asset %
REC Ltd. 6.87 31/05/2030Financial₹100.915.19
LIC Housing Finance Ltd. 7.58 23/03/2035Financial₹61.403.18
Vedanta Ltd. 9.4 20/02/2027Metals & Mining₹60.252.87
Adani Power Ltd. 27/01/2028Energy₹59.722.85
Canara Bank 18/03/2026Financial₹49.382.40
Aadhar Housing Finance Ltd 8.65 21/08/2027Financial₹50.212.39
Aadhar Housing Finance Ltd 2.5 03/08/2029Financial₹50.002.38
REC Ltd. 7.3 01/07/2031Financial₹49.962.38
HDFC Bank Ltd. 18/12/2025Financial₹39.112.02
GMR Airports Ltd. 13/02/2027Construction₹42.112.01

Frequently Asked Questions

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 2026-08-25.

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.