Fixed Income | Medium Duration Fund
3Y Returns
5.89%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
1.09%
Fund Size
₹1945 Cr
Inception Date
28-Mar-12
Fund Manager
Devang Shah
Exit Load
Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M.
Interest Rate Sensitivity
Net Yield to Maturity
Fund Size
1Y Returns
Portfolio Credit Quality
Bad Credit Event
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
The Scheme Will Endeavor To Generate Optimal Returns In The Medium Term While Maintaining Liquidity Of The Portfolio By Investing In Debt And Money Market Instruments.
Fund House Detail
AMC Name
Axis Asset Management Company Ltd.
Scheme Document
https://www.axismf.com/statutory-disclosuresAddress
Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025
Aditya Birla Sun Life Medium Term Plan - Growth-Direct Plan
1Y
7.21%
3Y
13.06%
5Y
9.29%
Nippon India Strategic Debt Fund- Direct Growth Plan
1Y
6.82%
3Y
9.81%
5Y
-0.47%
Axis Strategic Bond Fund - Direct Plan - Growth
1Y
7.91%
3Y
6.63%
5Y
7.44%
Icici Prudential Medium Term Bond Fund - Direct Plan - Growth
1Y
7.47%
3Y
6.51%
5Y
7.92%
Kotak Medium Term Fund - Direct Plan - Growth
1Y
8.15%
3Y
6.5%
5Y
6.98%
Uti Medium Term Fund-Direct Growth Plan-Growth
1Y
6.87%
3Y
6.34%
5Y
4.88%
Hdfc Medium Term Debt Fund - Direct Plan Growth Option
1Y
7.44%
3Y
6.1%
5Y
7.45%
Sbi Magnum Medium Duration Fund Direct Growth
1Y
7.39%
3Y
6.04%
5Y
7.96%
Edelweiss Nifty Psu Bond Plus Sdl Apr 2026 50:50 Index Fund - Direct Plan - Growth
1Y
6.96%
3Y
5.45%
5Y
NA
Dsp Bond Fund - Direct Plan - Growth
1Y
7.22%
3Y
5.41%
5Y
5.51%
Bharat Bond Fof - April 2025 - Direct Plan - Growth
1Y
7.04%
3Y
5.31%
5Y
NA
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
1Y
6.47%
3Y
4.93%
5Y
6.58%
Union Medium Duration Fund - Direct Plan - Growth
1Y
6.42%
3Y
4.79%
5Y
NA
Sundaram Medium Term Bond Fund Direct Growth
1Y
5.65%
3Y
4.14%
5Y
5.2%
Bharat Bond Fof - April 2023 - Direct Plan - Growth
1Y
NA
3Y
3.28%
5Y
NA
Hsbc Medium Duration Fund Direct Growth
1Y
NA
3Y
2.39%
5Y
5.01%
Edelweiss Nifty Psu Bond Plus Sdl Apr 2027 50:50 Index Fund - Direct Plan - Growth
1Y
6.74%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Apr 2027 Index Fund Direct Growth
1Y
6.88%
3Y
NA
5Y
NA
Kotak Nifty Sdl Plus Aaa Psu Bond Jul 2028 60:40 Index Fund -Direct Plan - Growth
1Y
7.08%
3Y
NA
5Y
NA
Sbi Cpse Bond Plus Sdl Sep 2026 50:50 Index Fund - Direct Plan - Growth
1Y
6.9%
3Y
NA
5Y
NA
Invesco India Medium Duration Fund - Direct Plan - Growth
1Y
6.96%
3Y
NA
5Y
NA
Nippon India Nifty Aaa Cpse Bond Plus Sdl - Apr 2027 Maturity 60:40 Index Fund-Direct Growth
1Y
6.87%
3Y
NA
5Y
NA
Sbi Crisil Ibx Sdl Index - September 2027 Fund - Direct Plan - Growth
1Y
6.85%
3Y
NA
5Y
NA
Icici Prudential Nifty Psu Bond Plus Sdl Sep 2027 40:60 Index Fund Direct Plan Growth
1Y
6.71%
3Y
NA
5Y
NA
Uti Nifty Sdl Plus Aaa Psu Bond Apr 2028 75:25 Index Fund - Direct Plan - Growth
1Y
7.19%
3Y
NA
5Y
NA
Uti Crisil Sdl Maturity June 2027 Index Fund - Direct Plan - Growth
1Y
6.89%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu - Apr 2027 Index Fund-Direct Growth
1Y
6.81%
3Y
NA
5Y
NA
Mirae Asset Nifty Aaa Psu Bond Plus Sdl Apr 2026 50:50 Index Fund Direct Plan - Growth
1Y
7%
3Y
NA
5Y
NA
Tata Nifty Sdl Plus Aaa Psu Bond Dec 2027 60: 40 Index Fund - Direct Plan - Growth
1Y
6.68%
3Y
NA
5Y
NA
Hdfc Nifty Sdl Oct 2026 Index Fund Direct Growth
1Y
6.95%
3Y
NA
5Y
NA
BSE Member code: 58371
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