Axis Medium Term Fund vs ICICI Prudential Medium Term Fund
Axis Medium Term Fund (Direct) and ICICI Prudential 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 25 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 24 Jan 2013 – 25 Aug 2026, limited by ICICI Prudential Medium Term Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Axis Medium Term Fund | ICICI Prudential Medium Term Fund |
|---|---|---|
| 24 Jan 2013 | ₹100.00 | ₹100.00 |
| 13 Mar 2014 | ₹106.29 | ₹108.08 |
| 01 May 2015 | ₹124.70 | ₹123.97 |
| 17 Jun 2016 | ₹137.11 | ₹136.58 |
| 05 Aug 2017 | ₹155.79 | ₹154.60 |
| 22 Sep 2018 | ₹165.83 | ₹162.46 |
| 10 Nov 2019 | ₹181.78 | ₹179.30 |
| 27 Dec 2020 | ₹204.60 | ₹202.23 |
| 13 Feb 2022 | ₹218.46 | ₹216.04 |
| 03 Apr 2023 | ₹231.57 | ₹229.85 |
| 20 May 2024 | ₹253.84 | ₹250.64 |
| 08 Jul 2025 | ₹283.85 | ₹279.77 |
| 25 Aug 2026 | ₹305.74 | ₹303.76 |
| Metric | Axis · Direct NAV ₹33.35 Moderate risk ★★★★★ | ICICI Prudential · Direct NAV ₹53.74 Moderate risk ★★★★★ | Category median Medium Duration Fund · 12 funds |
|---|---|---|---|
| +7.39% | +8.22%Best in row | +6.83% | |
| +8.53% | +8.59% | +7.93% | |
| +7.46% | +7.51% | +6.88% | |
| +7.98% | +8.00% | +7.63% | |
| +8.58% | +8.52% | +8.02% | |
| +8.14% | +8.29%Best in row | — | |
| +8.60%Best in row | +8.45% | +7.99% | |
| +8.40%Best in row | +8.28% | +7.71% | |
| +8.53%Best in row | +8.38% | +8.06% | |
| Risk | |||
| 1.20% | 1.23% | 1.23% | |
| 2.56 | 2.55 | 1.74 | |
| -7.33% | -5.14%Best in row | -5.24% | |
| 0.72% | 0.73% | 0.71% | |
| ₹2,098Cr | — | ₹1,261Cr | |
| None | — | — | |
| None | — | — | |
| ₹100 | — | — | |
| ₹100 | — | — | |
| Devang Shah · 13.7y | — | — | |
| 08 Jan 2013 | 24 Jan 2013 | — | |
| 2.2% | — | — | |
9 rows carry the same value for every fund — show
- Sharpe
- 1.70
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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 — Axis Medium Term Fund or ICICI Prudential Medium Term Fund?
Over the last 3 years, ICICI Prudential Medium Term Fund returned +8.59% CAGR against Axis Medium Term Fund's +8.53%, computed from AMFI NAV history. Over 5 years: Axis Medium Term Fund +7.46% vs ICICI Prudential Medium Term Fund +7.51% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Axis Medium Term Fund or ICICI Prudential Medium Term Fund?
Axis Medium Term Fund has the lower expense ratio: Axis Medium Term Fund charges 0.72% a year against ICICI Prudential Medium Term Fund's 0.73%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Axis Medium Term Fund or ICICI Prudential Medium Term Fund?
ICICI Prudential Medium Term Fund has shown higher volatility (+1.23% annualized vs Axis Medium Term Fund's +1.20%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Axis Medium Term Fund -0.66% vs ICICI Prudential Medium Term Fund -0.57%.
Are Axis Medium Term Fund and ICICI Prudential 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.