Axis Mutual Fund
Medium Term · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Axis Medium Term Fund is a Medium Term fund from Axis Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹1,937 crore. Its expense ratio is 0.71% a year.
It is 2.07 percentage points a year ahead of its benchmark, the NIFTY Medium Duration Debt Index A-III, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 0.7%, and AMFI's riskometer rates it Moderately High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+5.40%
3 Years
+8.14%
5 Years
+7.19%
Since launch (8 Jan 2013)
+8.44%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +5.34% | +1.24% | +4.10 pts |
| 3 Years | +8.14% | +6.07% | +2.07 pts |
| 5 Years | +7.19% | +5.18% | +2.01 pts |
| 10 Years | +7.69% | +6.47% | +1.22 pts |
| Since launch | +8.44% | +7.30% | +1.14 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
1.2%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-0.7%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 8 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Axis Mutual Fund's website before you invest.
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Axis Medium Term Fund - Direct Plan - Growth Option
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