What is the current price / NAV of Axis Medium Term Fund?
The current NAV of Axis Medium Term Fund is ₹33.37, as of 18th September 2026.What are the returns of Axis Medium Term Fund?
The Axis Medium Term Fund was launched on 7th January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: 6.81%
- 3 Year Returns: 8.35%
- 5 Year Returns: 7.33%
What are the top 5 sectoral holdings of Axis Medium Term Fund?
The top sectors Axis Medium Term Fund has invested in are as follows:- Others | 27.83%
- G-Sec | 22.51%
- Specialized Finance | 11.08%
- Investment Banking & Brokerage | 8.49%
- Power Generation | 5.62%
What are the top 5 holdings of Axis Medium Term Fund?
The top 5 holdings for Axis Medium Term Fund are as follows:- 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%
What is the asset allocation of Axis Medium Term Fund?
The asset allocation for Axis Medium Term Fund is as follows:- Corporate Debt | 64.41%
- Government Securities | 22.51%
- Floating-rate Debt | 4.48%
- REITs & InvIT | 3.49%
- Cash & Equivalents | 2.51%
What is the AUM of Axis Medium Term Fund?
The AUM (i.e. assets under management) of Axis Medium Term Fund is ₹2097.93 Cr as of 18th September 2026.What is the expense ratio of Axis Medium Term Fund?
The expense ratio of Axis Medium Term Fund Plan is 0.61 as of 18th September 2026.What is the alpha ratio of Axis Medium Term Fund?
The alpha ratio for the Axis Medium Term Fund is 1.01
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Axis Medium Term Fund?
The volatility or standard deviation for the Axis Medium Term Fund is 1.34
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Axis Medium Term Fund?
The Sharpe ratio for the Axis Medium Term Fund is 1.69
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Axis Medium Term Fund?
The Sortino Ratio for the Axis Medium Term Fund is 0.20
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
Axis Medium Term Fund Direct Growth
Scorecard
Performance
HighThe creamy layer - amongst the top performing Mutual Funds
Risk
LowStay at ease, amongst the lower risk funds
Cost
AvgMarket standard costs, nothing exciting
Composition
HighA well thought mix versus other funds
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Axis Medium Term Fund Direct Growth
Scorecard
Performance
HighThe creamy layer - amongst the top performing Mutual Funds
Risk
LowStay at ease, amongst the lower risk funds
Cost
AvgMarket standard costs, nothing exciting
Composition
HighA well thought mix versus other funds
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Axis Medium Term Fund Performance & Key Metrics
Axis Medium Term Fund Performance & Key Metrics
| No LabelNo Label | Expense RatioExpense Ratio | No LabelNo Label |
|---|---|---|
| 0.72 | 0.61 | 1.69 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 0.79 | 8.18 |
Axis Medium Term Fund Scheme InfoAxis Medium Term Fund Scheme Info
| PlanPlan | Lock inLock in Lock in Period Period before which your investment can't be withdrawn from the MF scheme | Exit LoadExit Load Exit Load The fee that the AMC charges investors at the time of exiting or redeeming their fund units. |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. Sip Investment If SIP investments are allowed in the fund or not | Min. LumpsumMin. Lumpsum Minimum Lumpsum Inv Amount Minimum investment the AMC allows in the given scheme via lumpsum route |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark Benchmark Index Benchmark index wrt which performance of the fund is tracked |
|---|
| NIFTY Medium Duration Debt Index |
About Medium Term
About Medium Term
-
Axis Medium Term Fund Peers
Axis Medium Term Fund Peers & Comparison
DebtMedium Term
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Medium Term Fund | 6.81% | 8.35% | 8.54% |
| SBI Medium Term Fund | 6.78% | 7.80% | 8.78% |
| ICICI Pru Medium Term Fund | 7.48% | 8.46% | 8.49% |
| HDFC Medium Term Fund | 6.63% | 7.86% | 8.10% |
Axis Medium Term Fund Returns Comparison
Compare Axis Medium Term Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAxis Medium Term Fund Portfolio
Axis Medium Term Fund Asset Allocation
Axis Medium Term Fund Asset Allocation
Actual
Target
Dec 2025
Mar 2026
Jun 2026
Aug 2026
Dec 2025
Mar 2026
Jun 2026
Aug 2026
Axis Medium Term Fund Sector Distribution
Axis Medium Term Fund Sector Distribution
Dec 2025
Mar 2026
Jun 2026
Aug 2026
Axis Medium Term Fund Sector Weightage
Axis Medium Term Fund Sector Weightage
Axis Medium Term Fund Current Holdings
Axis Medium Term Fund Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
11.00 %
1.31 %Holdings
3.43 %
0.03 %Holdings
3.13 %
-0.04 %
AMC Profile of Axis Medium Term Fund
AMC Profile of Axis Medium Term Fund
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
76
Total AUM
₹ 3,92,329.10 Cr.
Axis Medium Term Fund Manager Details
Axis Medium Term Fund Manager Details
Axis Medium Term Fund Manager Profile
Axis Medium Term Fund Manager Profile
Axis Medium Term Fund Manager Performance (0)
Axis Medium Term Fund Manager Performance (0)
