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Axis Medium Term Fund Growth
+7.84%
3Y annualised
+0.06% 1D
NAV: 25 Aug '26
₹30.14
Min. for SIP
₹100
Fund size (AUM)
₹2,097.93 Cr
Expense ratio
1.32%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,910 | +3.18% | |
| 3 years | ₹1,80,000 | ₹2,00,607 | +11.45% | |
| 5 years | ₹3,00,000 | ₹3,59,626 | +19.88% | |
| 10 years | ₹6,00,000 | ₹8,61,781 | +43.63% |
Holdings (82)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100 | Entities | GOI Securities | 11.65% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 3.44% |
| GMR HYDERABAD INTERNATIONAL AIRPORT LTD RR NCD 28MR34 FVRS1LAC | Industrials | Non Convertible Debenture | 3.19% |
| STATE DEVELOPMENT LOAN 36777 TN 03DC33 7.18 FV RS 100 | Unspecified | State Development Loan | 3.02% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 2.92% |
| VEDANTA LIMITED SR 1 9.40 NCD 20FB27 FVRS1LAC | Materials | Debenture | 2.87% |
| ADANI POWER LIMITED SR I 8 NCD 27JN28 FVRS1LAC | Energy & Utilities | Debenture | 2.85% |
| DELHI INTERNATIONAL AIRPORT LIMITED RR NCD 22MR34 FVRS1LAC | Industrials | Debenture | 2.71% |
| ADITYA BIRLA DIGITAL FASHION VENTURES LIMITED 8.80 NCD 26AG27 FVRS1LAC | Consumer Discretionary | Debenture | 2.62% |
| HIRANANDANI FINANCIAL SERVICES PRIVATE LIMITED RR NCD 30MR29 FVRS1LAC | Financial | Debenture | 2.46% |
| AADHAR HOUSING FINANCE LIMITED 8.65 NCD 21AG27 FVRS1LAC | Financial | Debenture | 2.39% |
| NIRMA LIMITED SR VII TR C 8.50 NCD 07AP27 FVRS1LAC | Consumer Staples | Debenture | 2.39% |
| Aadhar Housing Fin FRN 3MTBIL+2.5% Aadhar Housing Finance Limited (03/08/2029) (FRN) ** | Financial | Non Convertible Debenture | 2.38% |
| REC LIMITED SR 256 7.30 BD 01JL31 FVRS1LAC | Financial | Non Convertible Debenture | 2.38% |
| JSW Kalinga Steel Ltd. | Materials | Debenture | 2.21% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | Bonds | 2.01% |
| LODHA DEVELOPERS LIMITED 7.96 NCD 07JL28 FVRS1LAC | Real Estate | Debenture | 2.00% |
| BAMBOO HOTEL AND GLOBAL CENTRE (DELHI) PRIVATE LIMITED SR I 10.81 NCD 31JN28 FVRS1LAC | Consumer Discretionary | Debenture | 1.91% |
| 360 ONE PRIME LIMITED 8.80 NCD 22JU28 FVRS1LAC | Financial | Non Convertible Debenture | 1.90% |
| KOGTA FINANCIAL (INDIA) LIMITED 9.5 NCD 30OT27 FVRS1LAC | Financial | Debenture | 1.90% |
| Net Receivables | Unspecified | Net Receivables | 1.86% |
| JTPM METAL TRADERS LIMITED NCD 30AP30 FVRS1LAC | Materials | Debenture | 1.79% |
| IKF FINANCE LIMITED 9.4 NCD 12SP27 FVRS1LAC | Financial | Debenture | 1.79% |
| ADITYA BIRLA RENEWABLES LIMITED 8.6 NCD 24SP27 FVRS1LAC | Energy & Utilities | Bonds/NCDs | 1.67% |
| INDOSTAR CAPITAL FINANCE LIMITED SR XXVI TR I 9.40 NCD 18JU27 FVRS1LAC | Financial | Debenture | 1.67% |
| APTUS FINANCE INDIA PRIVATE LIMITED APTUS FINANCE RR NCD 06MR29 FVRS1LAC | Financial | Debenture | 1.64% |
| KEYSTONE REALTORS LIMITED 9.5 NCD 29SP28 FVRS1LAC | Real Estate | Debenture | 1.61% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 1.44% |
| GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 | Entities | GOI Securities | 1.39% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 1.31% |
| JM FINANCIAL CREDIT SOLUTIONS LIMITED SR III TR BX 9.30 NCD 15FB27 FVRS1LAC | Financial | Debenture | 1.20% |
| GOVERNMENT OF INDIA 37699 GOI 27JL41 7.06 FV RS 100 | Entities | GOI Securities | 1.20% |
| GODREJ INDUSTRIES LIMITED SR 2 8.15 NCD 22NV29 FVRS1LAC | Diversified | Bonds | 1.19% |
| TATA PROJECTS LIMITED SR U 8.30 NCD 07JN28 FVRS1LAC | Industrials | Debenture | 1.19% |
| GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 | Entities | GOI Securities | 1.17% |
| POWER GRID CORPORATION OF INDIA LIMITED SR LXXXI 6.94 BD 15AP35 FVRS1LAC | Energy & Utilities | Bonds | 1.16% |
| India Grid Trust EQ | Industrials | Infrastructure Investment Trust | 1.10% |
| Raajmarg Infra Investment Trust | Industrials | Infrastructure Investment Trust | 0.98% |
| 7.71% GOI 18-May-2066 | Entities | GOI Securities | 0.97% |
| EMBASSY OFFICE PARKS REIT SR XII 7.73 NCD 14DC29 FVRS1LAC | Real Estate | Bonds | 0.96% |
| L&T METRO RAIL (HYDERABAD) LIMITED 7.55 NCD 28AP35 FVRS1LAC | Industrials | Non Convertible Debenture | 0.94% |
| Capital Infra Trust | Industrials | Infrastructure Investment Trust | 0.93% |
| SIDDHIVINAYAK SECURITISATION TRUST SD TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 0.89% |
| SHIVSHAKTI SECURITISATION TRUST SS TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 0.88% |
| GMR AIRPORTS LIMITED 5 BD 13AG28 FVRS1LAC | Industrials | Bonds | 0.76% |
| TVS HOLDINGS LIMITED 8.65 NCD 07JU29 FVRS1LAC | Consumer Discretionary | Debenture | 0.72% |
| PILANI INVESTMENTS AND INDUSTRIES CORPORATION LIMITED 8.11 NCD 24AP29 FVRS1LAC | Financial | Debenture | 0.71% |
| National Bank For Agriculture & Rural Development Debenture 7.20 21/10/2031 | Financial | Debenture | 0.71% |
| MAHANAGAR TELEPHONE NIGAM LIMITED. SR VIII TR C 7.80 BD 07NV33 FVRS1LAC | Technology | Non Convertible Debenture | 0.70% |
| RADHAKRISHNA SECURITISATION TRUST RK TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 0.56% |
| GOVERNMENT OF INDIA 32584 GOI 06FB33 7.26 FV RS 100 | Entities | GOI Securities | 0.49% |
| 7.86% JH SDL - 09.11.2034 | Unspecified | State Development Loan | 0.49% |
| VEDANTA LIMITED SR I 9.31 NCD 03DC27 FVRS1LAC | Materials | Debenture | 0.48% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26F 7.44 BD 17JL29 FVRS1LAC | Financial | Bonds | 0.48% |
| ADITYA BIRLA DIGITAL FASHION VENTURES LIMITED SR I 9 NCD 20JL29 FVRS1LAC | Consumer Discretionary | Non Convertible Debenture | 0.48% |
| ALTIUS TELECOM INFRASTRUCTURE TRUST 7.45 NCD 20AP35 FVRS1LAC | Real Estate | Non Convertible Debenture | 0.47% |
| STATE DEVELOPMENT LOAN 37034 MH 04FB34 7.44 FV RS 100 | Unspecified | State Development Loan | 0.31% |
| APTUS VALUE HOUSING FINANCE INDIA LIMITED RR NCD 11MR30 FVRS1LAC | Financial | Debenture | 0.31% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.30% |
| Knowledge Realty Trust | Real Estate | Real Estate Investment Trusts | 0.24% |
| VERITAS FINANCE PRIVATE LIMITED SR 16 STRPP 2 9.75 NCD 28NV26 FVRS1LAC | Financial | Debenture | 0.24% |
| Others CBLO | Unspecified | CBLO | 0.24% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 0.15% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 0.14% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 0.14% |
| Citius TransNet Investment Trust | Industrials | Infrastructure Investment Trust | 0.12% |
| GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100 | Entities | GOI Securities | 0.10% |
| STATE DEVELOPMENT LOAN 34107 KAR 20MR38 7.46 FV RS 100 | Unspecified | State Development Loan | 0.09% |
| CENTRAL GOVERNMENT LOAN 17608 GOI 19MR30 7.88 FV RS 100 | Entities | GOI Securities | 0.07% |
| NATIONAL HIGHWAYS AUTHORITY OF INDIA SERIES V 8.49 BD 05FB29 FVRS10LAC | Industrials | Non Convertible Debenture | 0.06% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 0.05% |
| CENTRAL GOVERNMENT LOAN 31568 GOI 18AP29 7.10 FV RS 100 | Entities | GOI Securities | 0.05% |
| GOI Sec 7.23 15/04/2039 | Entities | GOI Securities | 0.05% |
| Cube Highways Trust | Industrials | Infrastructure Investment Trust | 0.04% |
| CENTRAL GOVERNMENT LOAN 21176 GOI 14JN29 7.26 FV RS 100 | Entities | GOI Securities | 0.02% |
| CENTRAL GOVERNMENT LOAN 23145 GOI 11MY30 5.79 FV RS 100 | Entities | GOI Securities | 0.02% |
| GOI Sec 8.60 02/06/2028 | Entities | GOI Securities | 0.02% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.02% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 0.02% |
| EMBASSY OFFICE PARKS REIT SR VI 7.35 NCD 05AP27 FVRS10LAC | Real Estate | Debenture | 0.00% |
| GOI 8.15 24/11/2026 | Entities | Central Government Loan | 0.00% |
| GOI 7.59 20/03/2029 | Entities | GOI Securities | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.8% | +6.8% | +7.3% | +8.0% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 5 | 3 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.86% | +7.37% | 6,498.19 | |
 | +6.52% | +7.29% | 3,613.91 | |
 | +5.24% | +7.12% | 254.33 | |
 | +5.70% | +6.79% | 1,260.95 | |
 | +4.94% | +6.57% | 164.64 | |
| Compare | ||||
Fund management
ABTAkhil Bipin ThakkerFeb 2023 - PresentView details
ABT
Akhil Bipin Thakker
Feb 2023 - Present
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SJSachin JainFeb 2023 - PresentView details
SJ
Sachin Jain
Feb 2023 - Present
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DSDevang ShahNov 2012 - PresentView details
DS
Devang Shah
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About Axis Medium Term Fund Growth
Axis Medium Term Fund Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Akhil Bipin Thakker is the Current Fund Manager of Axis Medium Term Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,77,427 Cr and the Latest NAV as of 25 Aug 2026 is ₹30.14.
The Axis Medium Term Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
;
Investment Objective
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Fund benchmarkNIFTY Medium Duration Debt Index A-III
Fund house
Rank (total assets)#7 in India
Total AUM₹3,77,427.21 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,