Axis Medium Term Fund Direct-Growth
Debt: Medium Term - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Debt: Medium TermBenchmark: NIFTY Medium Duration Debt Index A-IIICheck Portfolio Overlap →
NAV: ₹33.22-0.12%
22 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 20 Jan, 2014 - 22 Oct, 2026 | 23 Feb, 2016 - 22 Oct, 2026 | 20 Mar, 2018 - 22 Oct, 2026 | 20 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 9.09% | 8.89% | 8.66% | 8.79% |
| Standard deviation | 2.89% | 1.57% | 1.04% | 0.87% |
| Best returns | 18.86% 1 year ending on 20 Jan, 2015 | 14.06% 3 years ending on 05 Oct, 2016 | 11.28% 5 years ending on 30 Oct, 2018 | 10.97% 7 years ending on 20 Nov, 2020 |
| Worst returns | 3.54% 1 year ending on 17 Jun, 2022 | 6.38% 3 years ending on 03 Jan, 2024 | 7.27% 5 years ending on 22 Oct, 2026 | 7.55% 7 years ending on 13 Feb, 2024 |
| Period with positive return | 100.00% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 93.56% | 100.00% | 100.00% | 100.00% |
| Period with return > 10% | 30.67% | 16.65% | 14.12% | 13.80% |
| Period with return > 15% | 3.95% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 88.54% | 99.85% | 100.00% | 99.64% |
| Beat % Benchmark | 39.77% | 19.66% | 14.94% | 3.63% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.15% | -0.54% | 2.50% | 5.26% | 8.15% | 7.14% | 7.66% | 8.44% |
| Debt: Medium Term | 3.62% | -0.66% | 2.09% | 4.49% | 7.55% | 6.69% | 6.32% | - |
| NIFTY Medium Duration Debt Index A-III | -12.33% | -2.73% | -6.15% | -11.34% | 6.82% | 5.85% | 11.40% | - |
| Rank in category | 5 | 4 | 6 | 3 | 4 | 4 | 4 | - |
| Funds in category | 13 | 13 | 13 | 13 | 13 | 13 | 11 | - |