debtLow risk

Axis Medium Term Fund - Direct Plan - Quarterly 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 14 Jan 2013.

Latest price per unit

₹10.4703

▲ 0.01% 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

₹99.4k

▼ ₹638 loss · -0.6% / year

Invested 3 years ago

₹1.01 L

▲ ₹613 gain · 0.2% / year

Invested 5 years ago

₹98.5k

▼ ₹1.5k loss · -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

4.1%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.69%

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 year-0.64%

CAGR — 3 years0.20%

CAGR — 5 years-0.30%

CAGR — since launch0.08%

Volatility — 1 year (annualised)4.08%

Volatility — 3 years (annualised)4.14%

Max drawdown — 1 year-3.27%

Max drawdown — 3 years-3.78%

Sharpe ratio — 1 year (rf=6%)-1.63

Sharpe ratio — 3 years (rf=6%)-1.40

Fund info

Fund house: Axis Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K01DW4
ISIN (Div re-invest): INF846K01DX2
Fund code: 120476
First price on record: 14 Jan 2013 · 3,298 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.