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Axis Medium Term Fund(G)-Direct Plan

Axis Medium Term Fund(G)-Direct Plan

DebtDirect GrowthMedium Risk

+7.42%

5Y annualised

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NAV : 28 Aug 2026

₹33.32

Min. SIP amount

₹100

Fund size (AUM)

2097 Cr

Expense ratio

0.71%

Launched on

07 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,28,725

Stock Allocation

Stock nameSectorAllocation
7.1% Government Of India (08/04/2034)Government Securities4.87%
Jubilant Beverages Limited (31/05/2028) (Zcb) **Corporate Debt3.42%
8.58% Gmr Hyderabad International Airport Limited (28/03/2034) **Corporate Debt3.23%

Fund Composition

2097 Cr

Others

100.00%

Sector Allocation

2097 Cr

Corporate Debt

64.97%

Government Securities

25.49%

Cash & Cash Equivalents And Net Assets

3.80%

Ptc & Securitized Debt

2.43%

Reits & Invits

1.58%

Finance

0.85%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

1% on or before 15D, Nil after 15D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

DS

Devang Shah

Present

AT

Akhil Thakker

Present

SJ

Sachin Jain

Present

Similar/Peer Fund Comparison

Fund name
A

Aditya Birla SL Medium Term Fund(G)-Direct Plan

+10.62%
I

ICICI Pru Medium Term Fund(G)-Direct Plan

+8.53%
K

Kotak Medium Term Fund(G)-Direct Plan

+9.04%
A

Axis Medium Term Fund(G)-Direct Plan

+8.44%
S

SBI Medium Term Fund(G)-Direct Plan

+7.86%
H

HDFC Medium Term Fund(G)-Direct Plan

+7.95%
N

Nippon India Medium Term Fund(G)-Direct Plan

+8.43%
B

Bandhan Short Term Fund(G)-Direct Plan

+7.74%

FAQs

Axis Medium Term Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 07 Jan 2013. This fund is managed by Devang Shah, Akhil Thakker and Sachin Jain. It is a Debt type of fund.

The current NAV of Axis Medium Term Fund(G)-Direct Plan is ₹33.32 (as of 28 Aug 2026).

Axis Medium Term Fund(G)-Direct Plan has delivered 7.19% in 1 year, 8.44% in 3 years, and 7.42% in 5 years (annualised).

The minimum SIP amount for Axis Medium Term Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Medium Term Fund(G)-Direct Plan is 0.71%.

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