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: 1.33% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,112.97 Cr As on 31-08-2026(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 |
30.1525
0.01 (0.0371%)
7.91%
Benchmark: 7.3%
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:
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 | 6.15 | 7.24 | 7.64 | 6.6 | 7.16 |
| Aditya Birla Sun Life Medium Term Fund - Regular Plan - Growth | 25-03-2009 | 8.35 | 10.36 | 9.7 | 11.83 | 8.32 |
| ICICI Prudential Medium Term Fund - Regular Plan - Growth | 15-09-2004 | 6.86 | 7.69 | 7.75 | 6.66 | 7.17 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 6.26 | 7.22 | 7.95 | 6.33 | 6.58 |
| SBI Medium Term Fund - Regular Plan - Growth | 12-11-2003 | 6.26 | 6.89 | 7.23 | 6.25 | 7.52 |
| HDFC Medium Term Fund - Regular Plan - Growth Option | 06-02-2002 | 5.96 | 6.71 | 7.13 | 6.02 | 6.76 |
| Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Growth Option | 01-06-2014 | 5.65 | 7.78 | 7.77 | 6.22 | 2.98 |
| Bandhan Medium Term Fund - Regular Plan - Growth | 08-07-2003 | 5.12 | 6.12 | 6.67 | 5.23 | 6.21 |
| HSBC Medium Term Fund - Regular Growth | 02-02-2015 | 4.95 | 6.44 | 6.97 | 5.89 | 6.32 |
| DSP Medium Term Fund - Growth | 29-04-1997 | 4.4 | 6.18 | 6.78 | 5.76 | 5.62 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.73%
Mid Cap
0.27%
