Axis Medium Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Axis Medium Term Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹2,102 Cr

Lock In Period

N/A

Expense Ratio

1.33

Exit Load

If redeemed/ switched out within 15 days from the date of allotment: 1% If redeemed/ switched out after 15 days from the date of allotment: Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

Axis Medium Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.30-1.29297.89
6M2.942.11316.34
1Y5.243.68339.71
3Y7.7012.7437.02

Portfolio Analysis

  • Equity:
  • Debt: 96.22%
  • Others
As on: 2026-09-15
View allocation % by

1. 6.94% Government of India (11/05/2036)8.36%
2. Jubilant Beverages Limited (31/05/2028) (ZCB)3.45%
3. 8.58% GMR Hyderabad International Airport Limited (28/03/2034)3.13%
4. Jubilant Bevco Limited (31/05/2028) (ZCB)2.93%
5. 9.40% Vedanta Aluminium Metal Limited (20/02/2027)2.86%
6. 8% Adani Power Limited (27/01/2028)2.85%
7. 9.5% Delhi International Airport Limited (22/03/2034)2.66%
8. 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027)2.61%
9. 9.01% Hiranandani Financial Services Private Limited (30/03/2029)2.45%
10. 8.65% Aadhar Housing Finance Limited (20/08/2027)2.39%
11. 8.5% Nirma Limited (07/04/2027)2.38%
12. Aadhar Housing Fin FRN 3MTBIL+2.5% Aadhar Housing Finance Limited (03/08/2029) (FRN)2.36%
13. 8.45% Adani Airport Holdings Limited (12/02/2029)2.35%
14. Net Receivables / (Payables)2.26%
15. JSW Kalinga Steel Limited (23/03/2029) (ZCB)2.22%
16. Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN)2.14%
17. 5% GMR Airports Limited (13/02/2027)2.01%
18. 7.96% Lodha Developers Limited (07/07/2028)2.00%
19. Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028)1.91%
20. 10.5% Navi Finserv Limited (01/06/2028)1.90%
21. 8.8% 360 One Prime Limited (22/06/2028)1.89%
22. 9.5% Kogta Financial (India) Limited (30/10/2027)1.89%
23. 6.9% Government of India (15/04/2065)1.84%
24. 5% GMR Airports Limited (13/08/2028)1.68%
25. 8.60% Aditya Birla Renewables Limited (24/09/2027)1.67%
26. 9.4% IndoStar Capital Finance Limited (18/06/2027)1.67%
27. 8.95% Aptus Finance India Private Limited (06/03/2029)1.49%
28. 9.4% IKF Finance Limited (12/08/2027)1.43%
29. 7.1% Government of India (08/04/2034)1.29%
30. JTPM Metal Traders Limited (29/09/2028) (ZCB)1.28%
31. 9.3% JM Financial Credit Solution Limited (15/02/2027)1.19%
32. 8.3% Tata Projects Limited (07/01/2028)1.19%
33. 8.15% Godrej Industries Limited (22/11/2029)1.18%
34. 6.28% Government of India (14/07/2032)1.15%
35. 6.94% Power Grid Corporation of India Limited (15/04/2035)1.14%
36. 6.68% Government of India (07/07/2040)1.14%
37. 9.5% Keystone Realtors Limited (29/09/2028)1.13%
38. 7.71% Government of India (18/05/2066)0.95%
39. 7.73% Embassy Office Parks REIT (14/12/2029)0.95%
40. 9% IKF Finance Limited (12/09/2028)0.95%
41. 8.85% Veritas Finance Private Limited (19/09/2029)0.93%
42. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)0.93%
43. Siddhivinayak Securitisation Trust (28/09/2030)0.88%
44. Shivshakti Securitisation Trust (28/09/2029)0.88%
45. 8.65% TVS Holdings Limited (07/06/2029)0.72%
46. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.71%
47. 7.80% Mahanagar Telephone Nigam Limited (07/11/2033)0.70%
48. Radhakrishna Securitisation Trust (28/09/2028)0.55%
49. 7.26% Government of India (06/02/2033)0.48%
50. 9.31% Vedanta Limited (03/12/2027)0.48%
51. 9% Aditya Birla Digital Fashion Ventures Limited (20/07/2029)0.47%
52. 7.20% National Bank For Agriculture and Rural Development (21/10/2031)0.47%
53. 7.45% Altius Telecom Infrastructure Trust (20/04/2035)0.46%
54. 8.75% Aptus Value Housing Finance India Limited (11/03/2030)0.31%
55. Clearing Corporation of India Ltd0.29%
56. 6.48% Government of India (06/10/2035)0.14%
57. 7.34% Government of India (22/04/2064)0.14%
58. 7.26% Government of India (22/08/2032)0.10%
59. 7.88% Government of India (19/03/2030)0.07%
60. 7.1% Government of India (18/04/2029)0.05%
61. 7.23% Government of India (15/04/2039)0.05%
62. 8.60% Government of India (02/06/2028)0.02%
63. 6.79% Government of India (07/10/2034)0.01%
64. 7.35% Embassy Office Parks REIT (05/04/2027)0.00%
65. 8.15% Government of India (24/11/2026)0.00%
66. Interest Rate Swaps Pay Floating Receive Fix -BARC (23/02/2029) (FV 4500 Lacs)-0.01%
67. Interest Rate Swaps Pay Floating Receive Fix -IDFC BANK (31/07/2029) (FV 5000 Lacs)-0.01%

1. 7.18% Tamilnadu State Development Loans (03/12/2033)2.96%
2. 7.86% Jharkhand State Development Loans (09/11/2034)0.48%
3. 7.44% Maharashtra State Development Loans (04/02/2034)0.30%
4. 7.46% Karnataka State Development Loans (20/03/2038)0.09%

1. 7.57% Government of India (17/06/2033)0.15%
2. 7.26% Government of India (14/01/2029)0.02%
3. 5.79% Government of India (11/05/2030)0.02%

1. 8.49% National Highways Authority Of India (05/02/2029)0.06%
No Data Found
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About Fund Axis Medium Term Fund Growth

Axis Medium Term Fund Growth managed by Axis Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹2,102 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.33. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Indiabulls Income Fund Growth016 CR0.9
Axis Medium Term Fund Growth42,101 CR1.33
Aditya Birla Sun Life Medium Term Fund Growth53,357 CR1.55
Aditya Birla Sun Life Medium Term Fund - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundIndiabulls Income Fund Growth6.916323.6896
This FundAxis Medium Term Fund Growth5.236724.9389
This FundAditya Birla Sun Life Medium Term Fund Growth7.291132.4552
This FundAditya Birla Sun Life Medium Term Fund - Institutional Plan Growth10.566337.0187

Axis Medium Term Fund Growth FAQs

Axis Medium Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Medium Term Fund Growth is 1.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Medium Term Fund Growth’s fund performance is as follows:
  • 1 Month : -0.30%
  • 6 Months : 2.94%
  • 1 Year : 5.24%
  • 3 Years : 7.70%
Returns of Axis Medium Term Fund Growth are updated daily based on NAV of ₹ 30.1035 as on Oct 09,2026. Since inception, the return has been 24.94%.

You can invest in Axis Medium Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Medium Term Fund Growth is ₹2,102 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Medium Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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