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Axis Long Duration Fund - Direct Plan - Annual IDCW

Axis · Long Duration
Moderate
₹1223.79
Current NAV
26 Oct 2026
-0.8%
1Y Return
5.2%
3Y CAGR
15.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.87%.
  • Very large asset base (AUM: ₹14,020 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.97
Sharpe Ratio
0.87
Beta
-0.53
Alpha
1.23
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹14020 Cr
Expense Ratio 0.87%
Min SIP ₹500
Min Lumpsum ₹1000
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