
Axis Medium Term Fund Direct Growth
Axis Medium Term Fund Direct Growth
as on 11 Nov 2026
Axis Medium Term Fund Direct Growth is a Debt mutual fund scheme launched on 01 Jan 2013. The current NAV stands at ₹33.5583 as of 11 Nov 2026.
Scheme Overview
- Inception Date : 01 Jan 2013
- AUM : ₹1,939.29 Cr
- 5Y Returns (CAGR) : 7.32%
- Expense Ratio : 0.71%
- Min. SIP : ₹100
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 36.31 L
7.32%
Total Investment
₹ 30,00,000
Returns
₹ 6,31,468 (7.32%)
Maturity Value
₹ 36,31,468
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 1,939.29 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹1,939.29 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 15 Jun 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Other | 96.65% | ||
| Financial Services | 1.06% | ||
| Utilities | 1.05% | ||
| Industrials | 0.94% | ||
| Real Estate | 0.29% |
Stock Holdings
as of 15 Jun 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() G GOI LOAN 6.94% 2036 | 8.94% | |
![]() J Jubilant Beverages Limited | 3.39% | |
![]() G GMR Hyderabad International Airport Ltd | 3.16% | |
![]() S SDL TN 7.18% 2033 | 2.97% | |
![]() J Jubilant Bevco Limited | 2.88% | |
![]() V Vedanta Limited | 2.85% | |
![]() A Adani Power Limited | 2.84% | |
![]() N Nuvama Wealth Finance Limited | 2.74% | |
![]() D Delhi International Airport Limited | 2.65% | |
![]() A Aditya Birla Digital Fashion Ventures Limited | 2.60% | |
![]() G GOI LOAN 6.90% 2065 | 2.51% | |
![]() H Hiranandani Financial Services Private Limited | 2.45% | |
![]() A Aadhar Housing Finance Limited | 2.38% | |
![]() N NIRMA-8.5%-07042027-NCD | 2.38% | |
![]() G GOI LOAN 7.24% 2055 | 2.29% | |
![]() J Jsw Kalinga Steel Limited | 2.18% | |
![]() G GOI LOAN 6.68% 2040 | 2.04% | |
![]() L Lodha Developers Limited | 2.00% | |
![]() B Bamboo Hotel And Global Centre (Delhi) Private Limited | 1.90% | |
![]() 3 360 One Prime Limited | 1.89% | |
![]() K Kogta Financial (India) Limited | 1.88% | |
![]() I IKF Finance Limited | 1.78% | |
![]() J Jtpm Metal TRaders Limited | 1.77% | |
![]() A Aditya Birla Renewables Limited | 1.67% | |
![]() N NBRD 7.44% 2029 SR 26F | 1.66% | |
![]() I Indostar Capital Finance Limited | 1.66% | |
![]() A APtus Finance India Private Limited | 1.63% | |
![]() K Keystone Realtors Limited | 1.60% | |
![]() C Clearing Corporation Of India Ltd | 1.49% | |
![]() G GOI LOAN 7.1% 2034 | 1.30% | |
![]() N Net Receivables / (Payables) | 1.25% | |
![]() G GIL-8.15%-22112029-NCD | 1.19% | |
![]() T TPL-8.3%-07012028-NCD | 1.19% | |
![]() J JM Financial Credit Solutions Limited | 1.19% | |
![]() G GOI LOAN 6.28% 2032 | 1.17% | |
![]() P PGCIL-6.94%-15042035-NCD | 1.15% | |
![]() N National Bank For Agriculture And Rural Development | 1.13% | |
![]() G GOI LOAN 6.48% 2035 | 1.06% | |
![]() I IndiGrid Infrastructure Trust | 1.05% | |
![]() G GMR Airports Limited | 0.99% | |
![]() E Embassy Office Parks Reit | 0.95% | |
![]() R Raajmarg Infra Investment Trust | 0.94% | |
![]() L L&T Metro Rail (Hyderabad) Limited | 0.94% | |
![]() C Capital Infra Trust | 0.91% | |
![]() S SIDDHIVINAYAK SECURITISATION TRUST | 0.89% | |
![]() S SHIVSHAKTI SECURITISATION TRUST | 0.89% | |
![]() G GMR Airports Limited | 0.75% | |
![]() T TVSHL-8.65%-07062029-NCD | 0.71% | |
![]() I Infopark Properties Limited | 0.71% | |
![]() P Pilani Investments And Industries Corporation Limited | 0.71% | |
![]() N National Bank For Agriculture And Rural Development | 0.71% | |
![]() M Mahanagar Telephone Nigam Limited | 0.70% | |
![]() R RADHAKRISHNA SECURITISATION TRUST | 0.56% | |
![]() G GOI LOAN 7.26% 2033 | 0.49% | |
![]() S SDL JH 7.86% 2034 | 0.48% | |
![]() V Vedanta Limited | 0.48% | |
![]() V Vistaar Financial Services Private Limited | 0.47% | |
![]() A Altius Telecom Infrastructure Trust | 0.47% | |
![]() A APtus Value Housing Finance India Limited | 0.30% | |
![]() S SDL MH 7.44% 2034 | 0.30% | |
![]() S Sbi - Corporate Debt Market Development Fund (Cdmdf) - Class A2 | 0.29% | |
![]() K Knowledge Realty Trust | 0.24% | |
![]() V Veritas Finance Limited | 0.24% | |
![]() G GOI LOAN 7.57% 2033 | 0.15% | |
![]() G GOI LOAN 7.34% 2064 | 0.14% | |
![]() C Citius Transnet Investment Trust | 0.11% | |
![]() G GOI LOAN 7.26% 2032 | 0.10% | |
![]() S SDL KA 7.46% 2038 | 0.09% | |
![]() G GOI LOAN 7.88% 2030 | 0.07% | |
![]() N National Highways Authority Of India | 0.06% | |
![]() E Embassy Office Parks REIT | 0.05% | |
![]() G GOI LOAN 7.10% 2029 | 0.05% | |
![]() G GOI LOAN 7.23% 2039 | 0.05% | |
![]() C Cube Highways Trust | 0.04% | |
![]() G GOI LOAN 7.26% 2029 | 0.02% | |
![]() G GOI LOAN 5.79% 2030 | 0.02% | |
![]() G GOI LOAN 8.6% 2028 | 0.02% | |
![]() G GOI LOAN 6.79% 2034 | 0.02% | |
![]() I Indus Infra Trust | 0.01% | |
![]() E Embassy Office Parks Reit | 0.00% | |
![]() G GOI LOAN 8.15% 2026 | 0.00% | |
![]() G GOI LOAN 7.59% 2029 | 0.00% | |
![]() V Vistaar Financial Services Private Limited | 0.00% |
Fund Comparison
Fund Details
52W High NAV
₹ 33.5687
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 1,939.29
Expense Ratio
0.71%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 31.6869
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY Medium Duration Debt Index A-III
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- No charges for withdrawal
Tax Implication
- Returns to be taxed as per your normal Income Tax slab.
Fund Managers
| Name | Qualification |
|---|---|
| Devang Shah | B.Com., A.C.A. |
| Sachin Jain | PGDM, B.TECH |
| Akhil Thakker | CFA (Level 3), Masters of Management Studies from K.J. Somaiya Institute of Management Studies & Research |
Fund Objective
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Risk-O-Meter
Investors understand that their principal will be at
Moderately High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
No. of Schemes
69
Total AUM
₹ 3,58,713.81 Cr
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
FAQs
When was Axis Medium Term Fund launched?
What is the current NAV of Axis Medium Term Fund?
What is the AUM of Axis Medium Term Fund?
What is the rate of return of Axis Medium Term Fund?
- In the past 1Y: 5.88%
- In the past 3Y: 8.32%
- In the past 5Y: 7.32%
What is the expense ratio of Axis Medium Term Fund?
What is exit load of Axis Medium Term Fund?
How risky is investing in Axis Medium Term Fund?
Who is the fund manager Axis Medium Term Fund?
What is the minimum investment required in Axis Medium Term Fund?
How to invest in Axis Medium Term Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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