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Debt · Medium Term

Axis Medium Term Fund

Axis Mutual Fund
Benchmark
NIFTY Medium Duration Debt Index A-III
Riskometer
Moderately High
Size
₹1,953 cr
Allotted
28 Mar 2012
Holdings as of
Not on record

Axis Medium Term Fund is a medium term fund of Axis Mutual Fund with ₹1,953 cr under management. It is ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 4 of 4 periods. Its direct plan charges 0.71% a year. Devang Shah has managed it for 13.9 years.

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What is Axis Medium Term Fund invested in?

Mix not on record

Has Axis Medium Term Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Medium Duration Debt Index A-III, in 4 of 4 periods in AMFI's figures; +5.73% over the last year against +1.94%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 4 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +5.73%+5.08%+1.94% +3.79 🔒
3y +8.28%+7.60%+6.29% +1.99 🔒
5y +7.22%+6.52%+5.29% +1.93 🔒
10y +7.69%+6.98%+6.51% +1.18 🔒
Ahead in points a year · its rank among Medium Term funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Axis Medium Term Fund cost?

0.71% a year on the direct plan, 1.32% on the regular plan; 6 of 12 funds in its category charge less.

Direct plan
0.71% a year
Category median 0.70%
Regular plan
1.32% a year
Category median 1.31%
Gap
0.61 points
for the same holdings
6 of 12 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium Term Fund

What the regular plan costs you over time

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The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Axis Medium Term Fund?

Devang Shah, since 5 Nov 2012; Akhil Thakker, since 5 Nov 2012; Sachin Jain, since 5 Nov 2012.

Devang Shah
13.9 years
since 5 Nov 2012
Akhil Thakker
13.9 years
since 5 Nov 2012
Sachin Jain
13.9 years
since 5 Nov 2012
Benchmark as filedNIFTY Medium Duration Debt Index A-III
Exit load
NIL
From 3 Scheme Summary Documents filed with NSE, first on 22 Sep 2026; as on 5 Oct 2026

Questions people ask

Who manages Axis Medium Term Fund?

Devang Shah (manager) since 5 Nov 2012; Akhil Thakker (manager) since 5 Nov 2012; Sachin Jain (manager) since 5 Nov 2012.

What is the expense ratio of Axis Medium Term Fund?

0.71% a year on the direct plan and 1.32% on the regular plan (expense report, Oct 2026).

How has Axis Medium Term Fund done?

Its direct plan returned +8.28% a year over 3 years against +6.29% for its benchmark, NIFTY Medium Duration Debt Index A-III, as of 13 Oct 2026.

Inside the app

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