HealthyDirect · Growth
Axis Medium Term Fund
Axis Mutual FundIncome/Debt Oriented Schemes - Medium Term Fund13.7 years
- NAV
- 33.3136
- 15 Sept 2026
- 1Y
- +6.7%
- Trailing CAGR
- AUM
- ₹2,112.31 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.7%
- 3Y+8.3%
- 5Y+7.3%
- 10Y+7.9%
- SI+8.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.5%
- 3Y+7.8%
- 5Y+7.9%
- 10Y+7.8%
- Since inception
- +8.5%
- Calendar-day CAGR
- Excess 1Y
- +0.7%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 73
- Vs comparable share classes
- Worst rolling 3Y
- +6.0%
- 2592 daily-ending windows
- Median rolling 3Y
- +8.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2110 daily-ending windows
- SIP 3Y XIRR
- +7.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 359 recovered episodes
- Longest recovery
- 154 days
- Trough to prior peak
- Current spell
- 6 days
- Days below latest peak
- Time below peak
- +54%
- NAV observations
27 May 2013 – 20 Jan 2014
Trough 19 Aug 2013 · recovered in 154 days
-7.3%
9 Mar 2020 – 20 Apr 2020
Trough 23 Mar 2020 · recovered in 28 days
-2.5%
3 Jun 2019 – 7 Aug 2019
Trough 10 Jun 2019 · recovered in 58 days
-2.4%
24 Nov 2016 – 7 Feb 2017
Trough 28 Dec 2016 · recovered in 41 days
-1.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
73
Vs category
54
Consistency
92
Risk-adjusted
91
Drawdown
82
Mean
78
Portfolio
31 Aug 2026 · 79 holdings · top 10 are 36.8%.
- Top 5
- 23.4%
- Top 10
- 36.8%
- Largest holding
- 11.0%
- Effective holdings
- 34.3
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
11.0%
JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC
Consumer Staples
3.4%
GMR HYDERABAD INTERNATIONAL AIRPORT LTD RR NCD 28MR34 FVRS1LAC
Industrials
3.1%
STATE DEVELOPMENT LOAN 36777 TN 03DC33 7.18 FV RS 100
Unspecified
3.0%
JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC
Consumer Staples
2.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Medium Term Fund
ICICI Prudential Mutual Fund
- 1Y
- +7.4%
- 3Y
- +8.4%
- Vol
- 1.9%
- Max DD
- -5.1%
- Sharpe
- 1.68
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Bandhan Medium Term Fund
Bandhan Mutual Fund
- 1Y
- +6.0%
- 3Y
- +7.5%
- Vol
- 2.0%
- Max DD
- -3.6%
- Sharpe
- 1.17
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
HDFC Medium Term Fund
HDFC Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.8%
- Vol
- 1.7%
- Max DD
- -3.5%
- Sharpe
- 1.64
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
HSBC Medium Term Fund
HSBC Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.8%
- Vol
- 1.2%
- Max DD
- -0.6%
- Sharpe
- 2.12
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Invesco India Medium Term Fund
Invesco Mutual Fund
- 1Y
- +4.9%
- 3Y
- +7.1%
- Vol
- 1.5%
- Max DD
- -2.3%
- Sharpe
- 0.60
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns