AX
Axis Medium Term Fund Direct Growth
Latest NAV
+6.25% 1Y
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Benchmark: NIFTY Medium Duration Debt Index A-III
Expense ratio
0.72%
AUM
₹2,102 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+6.25%
3Y (ann.)
+8.29%
5Y (ann.)
+7.27%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹33.33
52-week range
at 96%
₹33.33
Low 06 Oct 2025₹31.43
High 09 Sep 2026₹33.41
Risk level
Moderately High
Low
Very high
NAV history
08 Jan 2013
Since inception
01 Oct 2026
Returns by period
1W
-0.03%
1M
+0.04%
3M
+0.69%
6M
+3.75%
1Y
+6.25%
3Y
+8.29%
5Y
+7.27%
3Y and 5Y returns are annualised.
Return calculator
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Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Fund manager(s): Devang Shah, Sachin Jain, Akhil Thakker
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹100
SIP
Purchase
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SWP
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