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Axis Long Duration Fund - Direct Plan -Daily IDCW

Axis · Long Duration
Moderate
₹969.04
Current NAV
26 Oct 2026
-3.0%
1Y Return
-0.7%
3Y CAGR
17.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.57%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.67
Sharpe Ratio
1.47
Beta
-2.33
Alpha
0.85
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹4720 Cr
Expense Ratio 0.57%
Min SIP ₹500
Min Lumpsum ₹1000
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