TickerKhojAxis Mutual Fund · Debt · Medium Term · Regular plan
Axis Medium Term Fund - Regular Plan - Growth
₹30.0888NAV on 2 Nov 2026Expense ratio 1.32%
3 Nov 2025NAV low 28.7 · high 30.19+4.8%
In plain words
Over 3 years it returned +7.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.7%.
On 3-year return it ranks 3 of 12 funds in Medium Term.
A monthly SIP over 10 years ended ₹64,857 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.0% | +4.6% |
| 3 months | +0.2% | -3.8% |
| 6 months | +2.8% | -1.6% |
| 1 year | +4.9% | -8.1% |
| 3 years (yearly) | +7.5% | +8.0% |
| 5 years (yearly) | +6.5% | +6.5% |
| 10 years (yearly) | +7.0% | +11.7% |
| Since start (yearly) | +7.8% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,922 | +4.5% |
| 3 years | ₹3,60,000 | ₹3,97,425 | +6.5% |
| 5 years | ₹6,00,000 | ₹7,13,815 | +6.9% |
| 10 years | ₹12,00,000 | ₹17,08,743 | +6.9% |
Other plan of this fund: Axis Medium Term Fund - Direct Plan - Growth