Fundalysisby DARKHORSESTOCKS

Scheme

Axis Medium Term Fund

Holds 8 companies worth ₹73.2 Cr in Sept 2026.

  • Fund house

    AxisThe fund house that runs this scheme.

  • AUM

    ₹1,971 CrAxis Medium Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.7% on Aug 2026, ₹2,113 Cr.

  • Largest holding

    INDIA GRID TRUST INV ITINDIA GRID TRUST INV IT is 1.1% of this scheme's NAV.

  • Fund manager

    Akhil ThakkerRuns its co-manager part since 5 Nov 2012, as the fund house dates it. With Devang Shah (co-manager), Sachin Jain (co-manager).

AUM(Mar 2012 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,971−6.7%
Aug 20262,113+0.7%
Jul 20262,097−1.0%
Jun 20262,118+2.6%
May 20262,064−0.7%
Apr 20262,078−0.2%
Mar 20262,083−1.7%
Feb 20262,120+3.8%
Jan 20262,042−0.8%
Dec 20252,058+6.0%
Nov 20251,941+0.7%
Oct 20251,927+1.0%
AUM at month end, Sept 2026
₹1,971 Cr
+2.3% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202652.27%−2.05 pt
Jun 202654.31%+1.58 pt
Mar 202652.73%+3.61 pt
Dec 202549.12%+1.69 pt
Direct plans' share of AUM, Sept 2026
52.27%
+3.15 pt since Dec 2025
Fig. 2.Axis Medium Term Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Medium Duration Debt Index A-III. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.23%−0.28%––−0.32%
3 months *
+0.64%+0.49%––+0.64%
6 months *
+3.31%+2.98%––+3.08%
1 year
+5.93%+5.28%+2.27%+3.66 pt+5.90%
3 years
+8.41%+7.73%+6.41%+2.00 pt+7.94%
5 years
+7.26%+6.56%+5.35%+1.92 pt+6.76%
10 years
+7.71%+7.00%+6.55%+1.16 pt+7.39%
Since launch
+8.49%+7.87%+7.38%+1.11 pt+8.07%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Medium Duration Debt Index A-III. * From NAVs. Source: AMFI.