Should I invest in Axis Fixed Term Plan - Series 113 (1228 Days) - Quarterly IDCW?

We don't give personal investment advice. Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding.

Axis

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW

Latest NAV

₹12.5804

As of

3 Jun 2026

775 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.02%	-6.79%	+6.81	111 / 1087	Q1
1W	+0.12%	-9.68%	+9.79	130 / 998	Q1
2W	+0.22%	-9.65%	+9.87	140 / 997	Q1
1M	+0.46%	-9.71%	+10.16	122 / 991	Q1
3M	+1.67%	-9.39%	+11.06	99 / 984	Q1
6M	+3.13%	-8.74%	+11.88	92 / 949	Q1
YTD	+2.63%	-8.86%	+11.49	92 / 949	Q1
1Y	+6.46%	-6.69%	+13.15	103 / 916	Q1
2Y	+7.39%	-2.42%	+9.82	109 / 867	Q1
3Y	+7.20%	-1.12%	+8.32	180 / 833	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.41%	+0.48%	+6.92	246 / 1085	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.63%	+0.62%	+2.01	1 / 112
2025	+7.59%	+4.71%	+2.88	21 / 122
2024	+7.77%	+5.86%	+1.90	62 / 127
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.60%

27 windows

min 6.5% · max 8.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.31%

3 windows

min 7.2% · max 7.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.51%

3-year · annualised

Sharpe ratio

0.93

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.20%

Oct 2023 → Oct 2023

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Medium to Long Duration Fund

Scheme	Fund house	NAV	As of
HDFC Charity Fund for Cancer Cure - IDCW Option - Direct Plan - 50% IDCW Donation Option	HDFC	₹10.0419	3 Jun 2026
NIPPON INDIA FIXED MATURITY PLAN - XLI - SERIES 8 - DIRECT Plan - IDCW Option	Nippon India	₹17.3687	3 Jun 2026
SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days) - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹17.4021	3 Jun 2026
ICICI Prudential Bond Fund - Direct Plan - Half Yearly IDCW	ICICI Prudential	₹10.7370	3 Jun 2026
BANDHAN Fixed Term Plan Series 179 DIRECT PLAN HALF YEARLY-IDCW (3652 days)	Bandhan	₹11.3171	3 Jun 2026
Aditya Birla Sun Life Fixed Term Plan - Series TI (1837 days) - Direct Plan - Payout of IDCW option	Aditya Birla Sun Life	₹13.5041	3 Jun 2026
Franklin India Medium to Long Duration Fund - Direct - IDCW	Franklin India	₹10.4993	3 Jun 2026
Kotak Bond Fund - Direct Plan - Standard IDCW option	Kotak	₹29.3456	3 Jun 2026
DSP FMP Series - 264 - 60M - 17D - Direct - IDCW	DSP	₹13.2410	3 Jun 2026
HSBC Medium to Long Duration Fund - Direct Quarterly IDCW	HSBC	₹10.3575	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹12.5804
2 Jun 2026	₹12.5784
1 Jun 2026	₹12.5763
31 May 2026	₹12.5739
29 May 2026	₹12.5701
27 May 2026	₹12.5656
26 May 2026	₹12.5637
25 May 2026	₹12.5628
22 May 2026	₹12.5564
21 May 2026	₹12.5542

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW is ₹12.5804. It's a Medium to Long Duration Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW has NAV history starting from 27 Mar 2023, a track record of about 3 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW is managed by Axis. It's classified by AMFI under the 'Medium to Long Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW has delivered a absolute return of 6.46% — +13.15 pp ahead of the Medium to Long Duration Fund category average of -6.69%. The fund ranks #103 of 916 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW has delivered a CAGR of 7.20% — +8.32 pp ahead of the Medium to Long Duration Fund category average of -1.12%. The fund ranks #180 of 833 in its category — the top (Q1) quartile.

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW exactly 3 years ago would be worth approximately ₹123,199 today — a multiplier of 1.23×, based on the 3-year CAGR of 7.20%. The category average over the same window would have grown ₹1 lakh to ₹96,678.

A ₹10,000 monthly SIP in Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹401,683 today. That's an XIRR (money-weighted annualised return) of 7.24%.

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹401,683 — XIRR 7.24%.

On a 3-year basis, Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW ranks #180 out of 833 funds in the Medium to Long Duration Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is -1.12%; this fund delivered 7.20%.

The worst peak-to-trough decline Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW has experienced over the last 3-year window is 0.20% — its NAV fell from a high on 05 Oct 2023 to a low on 09 Oct 2023. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW averaged 7.31% (best 7.46%, worst 7.20%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.93 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW returned 7.59% — beating the Medium to Long Duration Fund category average of 4.71% by 2.88 pp. It ranked #21 of 122 in its category that year.

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Quarterly IDCW is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.