
Axis Medium Term Fund(G)-Direct Plan
+7.18%
5Y annualised
+7.18%
5Y annualised
-0.17% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 21 Oct 2026
₹33.26
Min. SIP amount
₹100
Fund size (AUM)
1972 Cr
Expense ratio
0.71%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 21 Oct 2026
₹33.26
Min. SIP amount
₹100
Fund size (AUM)
1972 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
Stock Allocation
Fund Composition
Others
100.00%
Sector Allocation
Corporate Debt
66.75%
Government Securities
20.99%
Floating Rate Instruments
4.82%
Reits & Invits
2.48%
Ptc & Securitized Debt
2.42%
Finance
1.23%
Cash & Cash Equivalents And Net Assets
1.00%
Minimum investments
Returns vs rankings
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
Devang Shah
Present
Akhil Thakker
Present
Sachin Jain
Present
Similar/Peer Fund Comparison
Aditya Birla SL Medium Term Fund(G)-Direct Plan
ICICI Pru Medium Term Fund(G)-Direct Plan
Bandhan Short Term Fund(G)-Direct Plan
HDFC Medium Term Fund(G)-Direct Plan
Axis Medium Term Fund(G)-Direct Plan
SBI Medium Term Fund(G)-Direct Plan
Bandhan Medium Term Fund(G)-Direct Plan
Kotak Medium Term Fund(G)-Direct Plan
FAQs
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