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Axis Mutual Fund · Debt: Medium Duration
Axis Medium Term Fund - Regular Plan - Growth Option
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Fixed IncomeBenchmark · NIFTY Medium Duration Debt Index A-IIITER · 1.33%Inception · 28-03-2012
NAV
₹30.15
+0.04% · as of 21-09-2026
Since inception
7.91%
CAGR
Benchmark (inception)
7.28%
CAGR
Fund size
₹2,113 Cr
AUM
Expense ratio
1.33%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +7.91% CAGR vs benchmark +7.28%.
Portfolio
Where the money is invested
Top holdings
6.94% GOI (MD 11/05/2036)9.69%
Jubilant Beverages Ltd (31/05/2028) (ZCB)3.40%
8.58% GMR Hyderabad International Airport Limited (28/03/2034)3.17%
7.18% Tamilnadu State Development Loans (03/12/2033)2.97%
Jubilant Bevco Ltd (31/05/2028) (ZCB)2.88%
9.40% Vedanta Limited (20/02/2027)2.84%
8% Adani Power Limited2.83%
9.75% Nuvama Wealth Finance Limited (17/01/2028)2.73%
9.5% Delhi International Airport Limited (22/03/2034)2.69%
8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027)2.59%
Sector allocation
Not available.
Riskometer
LowVery High
Moderately High
What if you'd SIP'd here?
@ 7.9% p.a.₹10,000
10 years
Projected value
₹18,32,302
Invested: ₹12,00,000
Gained: ₹6,32,302
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sachin Jain, Mr. Devang Shah, Mr. Akhil Thakker, Mr. Sachin Jain
Manager since fund inception data not available
ISIN & identifiers
AMFI code
116894
ISIN (Growth)
INF846K01BP2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Debt: Medium Duration funds
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