debtLow risk

Axis Medium Term Fund - Direct Plan - Half Yearly IDCW Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Axis Mutual Fund. It's been running since 24 Jun 2015.

Latest price per unit

₹12.104

▲ 0.00% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.00 L

▲ ₹281 gain · 0.3% / year

Invested 3 years ago

₹1.04 L

▲ ₹3.8k gain · 1.2% / year

Invested 5 years ago

₹1.02 L

▲ ₹1.7k gain · 0.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

5.0%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.01%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year0.28%

CAGR — 3 years1.24%

CAGR — 5 years0.35%

CAGR — since launch0.89%

Volatility — 1 year (annualised)5.09%

Volatility — 3 years (annualised)5.02%

Max drawdown — 1 year-4.22%

Max drawdown — 3 years-4.22%

Sharpe ratio — 1 year (rf=6%)-1.12

Sharpe ratio — 3 years (rf=6%)-0.94

Fund info

Fund house: Axis Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K01DU8
ISIN (Div re-invest): INF846K01DV6
Fund code: 120474
First price on record: 24 Jun 2015 · 2,715 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.