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Axis Medium Term Fund - Regular Plan - Growth Option

(Erstwhile Axis Regular Savings Fund - Growth Option)
Fund House: Axis Mutual Fund
Category: Debt: Medium Duration
Launch Date: 28-03-2012
Asset Class: Fixed Income
Benchmark: NIFTY Medium Duration Debt Index A-III
TER: 1.32% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,097.4 Cr As on 31-07-2026(Source:AMFI)
Turn over: - | 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
NAV as on 31-08-2026

30.1002

-0.01 (-0.0339%)

CAGR Since Inception

7.93%

Benchmark: 7.39%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 8.18
Average Maturity 4.67

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Medium Term Fund - Regular Plan - Growth Option 28-03-2012 6.55 7.49 7.71 6.68 7.21
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 8.75 10.69 9.79 11.93 8.36
ICICI Prudential Medium Term Fund - Regular Plan - Growth 15-09-2004 7.4 7.92 7.8 6.75 7.21
Kotak Medium Term Fund - Growth 21-03-2014 6.82 7.53 7.96 6.39 6.61
SBI Medium Duration Fund - Regular Plan - Growth 12-11-2003 6.74 7.15 7.28 6.3 7.58
HDFC Medium Term Fund - Regular Plan - Growth Option 06-02-2002 6.43 6.98 7.2 6.1 6.8
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Growth Option 01-06-2014 6.04 8.01 7.81 6.26 3.02
Bandhan Medium Term Fund - Regular Plan - Growth 08-07-2003 5.61 6.34 6.69 5.25 6.23
HSBC Medium Term Fund - Regular Growth 02-02-2015 5.45 6.73 7.04 5.95 6.36
UTI Medium Term Fund - Regular Plan - Growth Option 30-03-2015 4.93 5.96 6.3 5.99 5.39

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

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