Aditya Birla Sun Life Medium Term Fund vs Axis Medium Term Fund
Aditya Birla Sun Life Medium Term Fund (Direct) and Axis Medium Term Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Medium Duration Fund schemes — see the best medium duration mutual funds for the full ranking.
Head to head
NAVs as of 16 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 08 Jan 2013 – 16 Oct 2026, limited by Axis Medium Term Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Aditya Birla Sun Life Medium Term Fund | Axis Medium Term Fund |
|---|---|---|
| 08 Jan 2013 | ₹100.00 | ₹100.00 |
| 03 Mar 2014 | ₹112.34 | ₹106.11 |
| 26 Apr 2015 | ₹128.91 | ₹125.31 |
| 18 Jun 2016 | ₹143.71 | ₹137.66 |
| 11 Aug 2017 | ₹162.40 | ₹156.62 |
| 04 Oct 2018 | ₹170.94 | ₹166.63 |
| 28 Nov 2019 | ₹168.39 | ₹184.30 |
| 20 Jan 2021 | ₹185.11 | ₹206.00 |
| 15 Mar 2022 | ₹207.11 | ₹219.77 |
| 08 May 2023 | ₹257.46 | ₹235.94 |
| 30 Jun 2024 | ₹280.84 | ₹257.63 |
| 23 Aug 2025 | ₹324.92 | ₹285.95 |
| 16 Oct 2026 | ₹355.42 | ₹306.41 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 1 stocks only in Aditya Birla Sun Life Medium Term Fund
- 1 stocks in both — 1.6% of each portfolio by weight
- 7 stocks only in Axis Medium Term Fund
The more the circles overlap, the more the funds hold the same stocks.
Aditya Birla Sun Life Medium Term Fund and Axis Medium Term Fund share 2% of their equity book by weight.
Shared holdings — Aditya Birla Sun Life Medium Term Fund vs Axis Medium Term Fund
| Stock | Aditya Birla Sun Life Medium Term Fund | Axis Medium Term Fund | |
|---|---|---|---|
| Embassy Office Parks Reit | 40.90% | 1.61% | 1.61% |
1 shared of 2 / 8 positions. Weights are shown as a share of each fund's equity book.
| Metric | Aditya Birla Sun Life · Direct NAV ₹47.93 Moderate risk ★★★★★ | Axis · Direct NAV ₹33.29 Moderate risk ★★★★★ | Category median Medium Duration Fund · 12 funds |
|---|---|---|---|
| +7.73%Best in row | +5.60% | +5.39% | |
| +10.48%Best in row | +8.25% | +7.59% | |
| +12.54%Best in row | +7.21% | +6.69% | |
| +8.97%Best in row | +7.70% | +7.38% | |
| +9.65% | +8.47% | +7.78% | |
| +10.65%Best in row | +7.66% | — | |
| +9.50%Best in row | +8.61% | +7.97% | |
| +9.02%Best in row | +8.39% | +7.69% | |
| +9.32%Best in row | +8.51% | +8.04% | |
| Risk | |||
| 2.34% | 1.19%Best in row | 1.24% | |
| 1.70Best in row | 1.48 | 0.88 | |
| 4.53Best in row | 2.22 | 1.29 | |
| -12.65% | -7.33% | -5.24% | |
| 0.83% | 0.71%Best in row | 0.70% | |
| ₹3,308Cr | — | ₹1,268Cr | |
| Up to 1.00% | None | — | |
| — | ₹100 | — | |
| ₹1.00K | ₹100 | — | |
| 0% | — | 0% | |
| Sunaina Da Cunha · 12.1y | Devang Shah · 13.9y | — | |
| 25 Mar 2009 | 28 Mar 2012 | — | |
| 2 | 8 | — | |
| 1.5% | 3.7% | — | |
| 14.7% | 1.0% | — | |
6 rows carry the same value for every fund — show
- Benchmark
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- Alpha
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- Beta
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- Upside capture
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- Downside capture
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- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Aditya Birla Sun Life Medium Term Fund or Axis Medium Term Fund?
Over the last 3 years, Aditya Birla Sun Life Medium Term Fund returned +10.48% CAGR against Axis Medium Term Fund's +8.25%, computed from AMFI NAV history. Over 5 years: Aditya Birla Sun Life Medium Term Fund +12.54% vs Axis Medium Term Fund +7.21% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Aditya Birla Sun Life Medium Term Fund or Axis Medium Term Fund?
Axis Medium Term Fund has the lower expense ratio: Aditya Birla Sun Life Medium Term Fund charges 0.83% a year against Axis Medium Term Fund's 0.71%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Aditya Birla Sun Life Medium Term Fund or Axis Medium Term Fund?
Aditya Birla Sun Life Medium Term Fund has shown higher volatility (+2.34% annualized vs Axis Medium Term Fund's +1.19%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Aditya Birla Sun Life Medium Term Fund -0.61% vs Axis Medium Term Fund -0.66%.
Are Aditya Birla Sun Life Medium Term Fund and Axis Medium Term Fund in the same category?
Yes — both are Medium Duration Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.